The hottest news early bus may 4, 2018

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Early bus may 4, 2018

early bus may 4, 2018

May 4, 2018

the Dow wiped out nearly 400 points, closed higher, the S & P closed slightly, crude oil rose for two consecutive days, futures ended three consecutive falls, bitcoin weighed $9700, up more than 6%

the U.S. trade deficit hit a six-month low in March, with a record high export scale

the ISM non manufacturing index of the United States in April was the lowest in four months, and the growth rate of factory orders in March was higher than expected

after Musk's meeting, Tesla was lowered by three securities companies, and its share price fell by more than 8% during the session

the European Union expects strong economic growth in the region this year, warning the United States that trade protection and economic overheating are risks

the Central Bank of Argentina raised interest rates for the second time in less than a week, and the peso fell 7.8% against the US dollar, the largest decline since the floating rate of foreign exchange earning

Central Bank of China: rqdii overseas investment shall not remit RMB abroad for foreign exchange purchase

Xiaomi's application for listing in Hong Kong is the first application of the same share company with different rights under the new case, and will become the world's largest IPO since 2014; Lei Jun holds more than 30% of the shares, and the proportion of voting rights exceeds 50%

HKMA: Hong Kong's interest rates will rise with the United States, so we should be prepared for risks and fluctuations

this year, China replaced Europe as the largest buyer of Russian crude oil

investors pay attention to trade negotiations. European stocks fell, and U.S. stocks reversed sharply. The Dow Jones industrial average, which fell nearly 400 points in early trading, closed slightly higher, while the S & P and Nasdaq, which had fallen 1.5% and 1% respectively in early trading, closed slightly lower. The yield of 10-year US Treasury bonds once fell to 2.927%, close to a two-week low. The dollar fell, crude oil closed up for the second consecutive day, and futures ended three consecutive falls

US stocks: the S & P 500 index fell 5.94 points, or 0.23%, to 2629.73. The Dow Jones industrial average rose 5.17 points, or 0.02%, to 23930.15. The Nasdaq composite index fell 12.75 points, or 0.18%, to 7088.15

European stocks: the FTSE Pan European performance 300 index fell 0.73% to 1508.29. Europe Stoxx 600 index fell 0.73% to 384.62 points. Germany's DAX 30 index closed 0.88% lower at 12690.15. The French CAC 40 index fell 0.50% to 5501.66. The FTSE 100 index fell 0.54% to 7502.69

a shares: the Shanghai index closed at 3100.86 points, up 0.64%, with a turnover of 173.44 billion. Shenzhen composite index closed at 10458.62 points, up 1.12%, with a turnover of 234.01 billion. Gem closed at 1826.79 points, up 1.4%, with a turnover of 84.6 billion

Gold: Comex June gold futures closed up $7.10, or 0.5%, ending a three-day losing streak at $1312.70 per ounce

crude oil: WTI June crude oil futures closed up 0.74% to $68.43/barrel. Brent crude oil futures in July closed up 0.35% to $73.62/barrel

bitcoin: the contract of CME bitcoin futures BTC in June closed up $525, up about 5.74%, rising for the second consecutive trading day to $9675. CBOE bitcoin futures XBT contract closed up $560 in June, up more than 6.14%, and also rose for two consecutive days to $9675. The main post bitcoin contracts of the two exchanges have reached new closing highs since March 7

the people's Bank of China: RMB qualified investors are not allowed to remit RMB abroad for foreign exchange purchases

the Central Bank of China issued a notice stipulating that RMB qualified investors should not remit RMB abroad for foreign exchange purchase, which will come into force on May 3, the date of printing and issuing. The Shanghai headquarters of the central bank will formulate corresponding implementation rules and information statements according to this notice to strengthen the supervision and management of RMB qualified investors during and after the event. The central bank exercises macro Prudential Management over the overseas investment of RMB qualified investors

HKMA warning: Hong Kong interest rates will rise with the United States, and we should be prepared to meet risks and fluctuations.

Chen Delin, President of the Hong Kong Monetary Authority, warned that the United States is in the cycle of raising interest rates, and under the linked exchange rate, Hong Kong interest rates will gradually rise with the United States interest rates. He admitted that the interest rate gap between the US dollar and the Hong Kong dollar attracted arbitrage activities; Remind the public to "carefully manage risks and prepare for potential fluctuations in interest rates and assets"

the key points of Xiaomi's prospectus are all recorded: last year's revenue was 114.6 billion, Lei Jun's voting rights were more than half, and overseas revenue soared

Xiaomi submitted its listing application to the Hong Kong Stock Exchange on May 3, which will be the largest IPO in the world since 2014. It is expected to become the first listed stock under the new regulations of "same shares with different rights" of the Hong Kong stock exchange. According to China business news, sponsors, investment banks and potential investors generally accept that the current valuation of Xiaomi is at least $70billion. In the short term after the IPO, Xiaomi's market value will exceed $100billion, which is very sure

the prospectus shows that Xiaomi's revenue in 2017 was 114.6 billion yuan, of which smart business revenue accounted for the largest proportion, accounting for 70.3% of the total revenue, and Internet service revenue accounted for 8.6% of the total revenue. However, Lei Jun still defines Xiaomi as "an Internet company". Lei Jun monopolized 30% of Xiaomi's shares, with the proportion of voting rights exceeding 50%

people's survey "cash swiping" app: urgent supervision

there are hidden dangers in pattern promotion and induced sharing. The quality of some content is uneven, which is very disturbing to the residents after brushing the screen; Some use petty profits to induce users to share and disseminate pornographic articles. Can users who spend money be retained? Is there any dross hidden in the promotion content? How can platform supervision suit the case

exports to China soared! China replaced Europe as the largest buyer of Russian crude oil

Bloomberg quoted pipeline operator Transneft as saying that in the first quarter of this year, the amount of Russian crude oil delivered to China through pipelines soared by 43%, to an average of about 750000 barrels a day. In the first five months of this year, Russia's crude oil exports to Europe through its main ports in the Baltic Sea and the Black Sea decreased by 19%

reduce the use of US dollars China and Nigeria signed a US $2.4 billion currency swap agreement

after the sharp fall in oil prices in 2014, Nigeria, a major crude oil country, encountered a shortage of US dollars. In order to reduce the use of dollars in bilateral trade, Nigeria has reached a currency swap agreement with its second largest trading partner, China, with a scale of 15billion yuan/720billion naira, and the agreement is valid for three years

the U.S. trade deficit hit a six-month low in March, with a record high export scale

the U.S. trade deficit narrowed to $49billion in March, the lowest since September last year, ending the first consecutive increase in June. In March, U.S. exports of goods and services increased by 2% to $208.5 billion, a record high. In March, the trade deficit with China narrowed by 11.6% to US $25.9 billion

the ISM non manufacturing index of the United States in April was the lowest in four months, and the employment index hit a one-year low

the ISM non manufacturing index in April was 56.8, above the boom and bust line 50 for 99 consecutive months, but fell for three consecutive months, lower than expected. Among the sub indexes, the employment index in April hit a new low since April 2017, and the employment index in the ISM manufacturing index also fell in April

the final value of durable goods orders in the United States and factory orders in March recovered, and the decline of the dollar narrowed, but there were faint signs of adverse effects

the final value of durable goods orders in the United States in March was 2.6% month on month, unchanged from the initial value, and factory orders in March were 1.6% month on month, better than expected. However, the final value of orders for non defense core capital goods excluding aircraft was -0.4% month on month, the largest decline since May 2016. Labor shortages and tariff concerns have weakened corporate spending

"embarrassment" will offend Wall Street, and Tesla shares will use the pendulum to launch the pendulum, which fell by more than 8% during the session

on the day after Musk's deadlocked meeting, Tesla shares and bonds fell together, and its share price fell by more than 8% during the session, closing down 5.55%. At least three securities companies lowered Tesla's target price after the meeting. Morgan Stanley said that for Tesla, which is extremely leveraged and extremely expensive, Musk's refusal to answer analysts' so-called "boring" questions is actually crucial

is Europe's economic outlook bright? The European Union warned the two major U.S. threats

the European Commission said that the risks of the economic outlook in the region increased, including the overheating of the U.S. economy, the rebound of interest rates faster than expected, and trade protectionism. The European Commission in charge of economic and financial affairs said that the EU "the biggest risk of this magnificent prospect is protectionism"

after the Central Bank of Argentina raised interest rates, the domestic foreign exchange bond double kill

the Central Bank of Argentina raised the seven day repo rate by 300 basis points to 33.25%, raising interest rates for the second time in less than a week. Since then, the Argentine Peso has fallen by 7.8% against the US dollar, the largest decline since the free floating of the exchange rate was achieved in December 2015. The price of Argentine century bonds hit a record low, and the yield rose to 8.199%, while the winning interest rate at the auction in June 2017 was 7.125%

China - region and industry

1. Tesla | according to media reports, Tesla CEO musk said that the relevant announcement of China battery factory will be released soon. The specific address of the second super battery factory in China will be announced before the fourth quarter of this year. In the future, the super battery factory will also take into account the construction of cars

comments: as the leader of lithium battery equipment with global competitiveness, pioneer intelligence provides power lithium battery equipment for Tesla. Changyuan group is the leader of wet diaphragm and electrolyte additives for lithium batteries, which is expected to benefit from Tesla localization

2. Chemical industry | according to the data of business agency, the quotation of chloroform has continued to rise sharply since April. On May 2, the reference price of chloroform was 3222 yuan/ton, an increase of 36.4% compared with 2362 yuan/ton on April 1, an increase of 49.58% compared with 2154 yuan on February 2, and an increase of more than 50% compared with the same period last year

comments: among a shares, Juhua shares has a production capacity of 450000 tons of methane chloride (including monochloromethane, dichloromethane, chloroform and carbon tetrachloride), which is the world leader. Luxi Chemical has a capacity of 220000 tons of chloroform

3. Shipping since April, shipping demand has gradually improved, and major indicators have rebounded significantly. On May 2, the Baltic dry bulk index (BDI) reported 1346 points, up 1.43% from the previous day, and has increased by more than 40% since the low point in early April. The Baltic Capesize Index (BCI) was 22197 points in May, up 2.86% from the previous day, and has increased by more than 160% since the beginning of April. In addition, BSI, SCFI and other shipping indexes also increased to a certain extent

comments: you can pay attention to COSCO Haikong, COSCO Haifa and other related shipping stocks

4. According to the statistics of Kerui, a real estate research institution, by the end of April, the overall sales scale of Top100 real estate enterprises had reached 2.65 trillion yuan, an increase of 28.5% year-on-year. There are five real estate enterprises with sales exceeding 100 billion, and the year-on-year growth rates of rongchuang, Evergrande, poly, country garden and Vanke are 79.4%, 47%, 40.3%, 26.1% and 3.4% respectively. Since the second half of last year, the regulation and control policy has been continuously increased, and the local supply has decreased. Since March this year, Liaodi has begun to moderately increase market supply

comments: in addition to leading companies such as poly real estate, Xincheng holdings and China Merchants Shekou, which have seen a sharp increase in sales data, have also attracted the attention of many institutions

5. Car service | according to media reports, Qualcomm recently joined hands with 5g automobile alliance, Audi and Ford to realize the world's first demonstration of cellular car service (c-v2x) direct communication technology across different car manufacturers' models. It is expected that this technology will be purchased in cars as early as next year. According to reports, this demonstration uses c-v2x real-time direct communication based on the globally unified 5.9ghz intelligent transportation system spectrum, which can avoid vehicle collisions and improve road safety without relying on any mobile operator network

comments: relevant companies include soling shares, qianfang technology, 4D tuxin, etc

6. Artificial intelligence | in the afternoon of March 3, the intelligent chip design company held a product conference in the Cambrian period and officially released a new generation of terminal IP products, including the terminal chip Cambrian LM with 7Nm process, the first cloud intelligent chip mlu100 and the cloud intelligent processing computing card equipped with mlu100. Cambrian 1m is the world's first supporting version

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