On Friday, Eastern Time, the three major US stock indexes rose. As of press time, the Dow rose 0.87%, the Nasdaq rose 0.05%, and the S&P 500 rose 0.55%.
On the disk, vaccine concept stocks plummeted, and Vir Biotechnology fell more than 20%. In terms of industry news, according to Merck, its drugs for the treatment of new coronary pneumonia have reduced the risk of hospitalization and death by 50%, and will seek emergency use authorization from the FDA in the next few weeks.
Global macro
Oral drugs for the treatment of new coronary therapy have come to hospital, and the mortality rate has been reduced by 50%! It is also effective for variants. The concept of anti-epidemic collapse of trillions of giants bursts across the board!
The big news about the new crown oral medicine is coming! Anti-epidemic stocks plummeted across the board. American biopharmaceutical leader Merck said on Friday that the company’s new coronavirus experimental drug can reduce the hospitalization and mortality of people infected with the new coronavirus by half, and will soon require health officials in the United States and around the world to approve its use. According to reports, if approved, Merck’s drug will become the first drug to be proven to treat the new crown virus infection, or it will be a major advance in the fight against the new crown pandemic. All new coronary therapies currently approved in the United States require intravenous injection or injection into the body.
The U.S. Congress successfully avoided government shutdown but the risk of debt default remains unresolved
On Thursday, local time, the two parties in the U.S. Congress finally reached an agreement and successfully avoided the suspension of the U.S. federal government. Although the US Congress has put out one crisis, another crisis is approaching. The two parties still need to raise or suspend the debt ceiling before October 18 to prevent possible unemployment, economic losses, and stock market declines due to US debt defaults.
US Treasury Secretary Yellen told the House Financial Services Committee on Thursday that the US debt default will cause irreparable damage, accompanied by financial crises and recessions.MidlandPresident Powell also warned,MidlandThe Reserve’s ability to contain the impact of such incidents is limited.
The biggest increase in US house prices in more than 30 years!
The hot US housing market shows no signs of cooling.The newly released S&P Case-Schiller Index shows that the average JulyHouse priceA year-on-year increase of 19.7%, setting a new record again, setting the largest increase in the US housing market in more than 30 years.
Among them, Phoenix became the fastest-growing city in the United States for the 26th consecutive month, reaching 32.4%. San Diego ranked second in growth at 27.8%, followed by Seattle (26%).
The U.S. Senate voted to pass a short-term spending bill to maintain government operations until early December
According to local media reports in the US, the US Senate voted to pass a short-term spending bill on September 30 local time to avoid a government shutdown. This short-term spending bill will support the operations of the US government until early December. The bill will be submitted to the House of Representatives for voting at a later date. September 30 is the last day to pass the bill, otherwise the US government will be suspended at midnight on the 30th.
The energy crisis is spreading!Natural gas has soared more than 10 times, ten British gas companies have gone bankrupt and 1.7 million people affected
Natural gas prices have soared, the energy crisis has spread, and three more energy companies in the UK have been forced to close their doors. Since August, ten gas companies in the UK have closed down and 1.7 million customers have lost supply!
EuropeIntercontinental ExchangeData shows that, intersecting the price of about 6 euros in the middle of last year, the price of natural gas has now soared by more than 10 times, and the price has hit a record high.
The index U.S. natural gas price is also rising rapidly, setting a new high in seven years. Since the beginning of this year, the natural gas futures traded in New York have risen 1.2 times, and the price of natural gas for delivery in January has exceeded the high point in early 2014. Prices for deliveries from December to February are even higher, indicating that traders are concerned about insufficient supply.
Not only in European and American markets, spot natural gas prices in Asia have soared to a record high of US$34.47 per million British heat.
U.S. car sales are expected to plummet in the third quarter due to chip shortages
According to CNBC, due to the shortage of semiconductor chips, industry professionals predict that U.S. car sales will drop sharply in September. U.S. car sales in the third quarter may be less than 3.4 million units, down 13% to 14% year-on-year. The serious decline in car sales is due to the continued shortage of passenger car chips. The shortage of parts has caused some automakers to close their factories for weeks or even months. Insufficient production and strong consumer demand have caused car inventories to plummet to historical lows.
U.S. stocks in focus
US stocks closed in September: the three major indexes all closed down each month, the Dow hit the worst monthly performance this year
In September, the S&P fell 4.76% and the Nasdaq fell 5.31%. Both set their worst monthly performance since March 2020. The Dow fell 4.29% in September, the worst monthly performance this year. In terms of news,MidlandPresident Powell said that the currentQualcommInflation may ease in the next year and will not prevent the Fed from progressing towards the goal of full employment.Charles SchwabLiz Ann Sonders, a strategist, believes that although everyone believes that the market is resilient, the volatility below the surface shows more weakness. He attributed the volatility of the market to a series of investor concerns.
Bottom-up funds are surging! How to deploy more than 30 billion funds through the ETF to raise the Internet and big consumption in the fourth quarter?
The trend of buying bottoms when funds fall is obvious.In the third quarter, the pharmaceutical, consumer, and Internet sectors with more callbacks ushered in huge funds sweeping, and more than 20 billion funds were borrowed from Zhongge Internet, Hang Seng Internet, etc.ETFETFs in large consumer sectors such as the Internet, pharmaceuticals, and consumption also ushered in a bucking layout of over 13 billion funds in the third quarter.
U.S. stock company
NIO: The volume of smart electric vehicles delivered in September increased by 125.7% year-on-year
October 1,Wei LaiAnnounce the results of September 2021 delivery.Wei LaiA total of 10,628 smart electric vehicles were delivered in September, a year-on-year increase of 125.7%; in the third quarter,Wei LaiA total of 24,439 new vehicles were delivered, a year-on-year increase of 100.2%, a record quarterly delivery number, with positive growth for 6 consecutive quarters, exceeding the Q3 delivery guidelines. In 2021, NIO has delivered 66,395 units.
Ideal car: Delivered 7094 Ideal One in September, a year-on-year increase of 102.5%
October 1,Ideal carAnnounce delivery data for September 2021.Ideal carIn September, 7094 Ideal ONEs were delivered, an increase of 102.5% year-on-year in September 2020. In the third quarter of 2021,Ideal carA total of 25,116 vehicles were delivered, a year-on-year increase of 190%. In the first nine months of 2021, the total delivery volume of ideal cars will reach 55,270. Since the delivery, the current cumulative delivery volume of Ideal ONE has reached 88,867 vehicles.
Xiaopeng Motors delivered 10,412 cars in September, the industry’s first single-month delivery of more than 10,000 new vehicles
Xiaopeng MotorsofficialWeiboAnnounced in the morning on October 1,Xiaopeng MotorsA total of 10,412 units were delivered in September, becoming the first company among new car manufacturers to deliver more than 10,000 units a month; Xiaopeng P7 delivered 7,512 units, a record high for 5 consecutive months, with a cumulative delivery of more than 50,000 units; cumulative deliveries from July to September The volume is 25,666 units, and the single-quarter delivery volume is close to the full-year delivery volume in 2020. The cumulative delivery volume in the first nine months of this year is 56,404, more than twice the delivery volume in 2020.
Some Tesla Model Y models have improved battery life and delivered in the fourth quarter
October 1st news,TeslaThe official website shows that the endurance of some Model Y models has been improved, and the price remains unchanged. This adjustment is a dual-motor all-wheel drive model. The long-endurance version of NEDC’s comprehensive operating range has been increased from the previous 594km to 640km, and the price remains unchanged at 347,900 yuan; the Performance high-performance version of NEDC’s comprehensive operating range The mileage has been increased from the previous 554km to 566km, and the price remains unchanged at RMB 387,900. The standard endurance version priced at 276 million yuan is not included in this adjustment, and its NEDC comprehensive operating range has a range of 525km. The official website shows,Tesla Model Y is now booking a car and is expected to begin delivery in the fourth quarter.
NetEase Youdao plans to “spin off” K9 subject-based off-campus training business
At the “double reduction” compulsory education stage, subject-based off-campus training institutions are required to “turn from business to non-business”,NetEase Youdao(DAO.US) plans to “spin off” the K9 subject-based off-campus training business. The business divestiture is expected to be completed by the end of 2021, but still depends on the implementation of the final agreement and regulatory approval.NetEase YoudaoNo guarantee is made as to the final time of the proposed transaction or whether the transaction can be completed.
(Article Source:Oriental wealthResearch center)
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