The hottest news early bus April 26th, 2018

Early bus on April 26th, 2018

early bus on April 26th, 2018

on April 26th, 2018

the Dow Jones deep V ended its five consecutive falls, the yields of the US dollar and US Treasuries rose again, the offshore and onshore RMB fell below 6.32, and the digital currency fell collectively

media: the US Department of justice investigated whether Huawei violated Iran's sanctions

facebook's profits greatly exceeded expectations, and Nikko users reversed the decline in the previous quarter, rising more than 7% after hours

amd's revenue and profit exceeded expectations, with a sharp increase of more than 10% after hours

Twitter's revenue in the first quarter exceeded expectations, but it said that the competition was fierce in the second half of the year. After the share price soared by 12%, it fell, closing down 2.4%

Boeing's first quarter performance exceeded expectations, and its share price rose more than 4%

macron: trump may withdraw from the Iran nuclear agreement

Germany lowered its GDP growth forecast for 2018 to 2.3%, and trade conflict is the current problem

Li Keqiang presided over the executive meeting of the State Council and decided to promote seven more tax reduction measures to support entrepreneurship and innovation and the development of small and micro enterprises

the CSRC and the Ministry of housing and urban rural development jointly issued a notice: promote the securitization of housing rental assets

the media said that the new regulations of asset management were about to be implemented, and the analysis believed that the short-term pain of the industry was inevitable

media: China carries out national banking risk supervision

Gree's net profit in 2017 was 22.4 billion yuan, a record high of 45% year-on-year, and has not paid dividends for the third time since its listing

Vanke's net profit in the first quarter increased by nearly 30%, making rental housing its core business

Anhui regulatory bureau sent a warning letter to Huaxin International, and the two independent directors resigned

Boeing's performance in the first quarter exceeded expectations, driving the Dow to close higher, ending the previous five-day decline, and the Dow rebounded more than 300 points from its daily low. S & P rose 0.18% and the NASDAQ fell slightly. European stocks fell, while Germany's DAX stock index fell about 2% to close down 1%. The dollar rose, breaking the 91 mark. The yield of 10-year US Treasury bonds closed above 3% for the first time in more than four years. Digital currency fell collectively, while bitcoin fell 5%. Lun aluminum ended its four-day decline

US stocks: the S & P 500 rose 0.18%. The Dow Jones rose 0.25% after falling for five consecutive days. NASDAQ fell 0.05%

European stocks: FTSE Pan European performance 300 index closed down 0.75%. Germany's DAX 30 index closed down 1.02%. The French CAC 40 index closed down 0.57%. The UK FTSE 100 index closed down 0.62%

a shares: the Shanghai index closed at 3117.97 points, down 0.35%, with a turnover of 161.3 billion. Shenzhen composite index closed at 10547.10 points, down 0.09%, with a turnover of 258.2 billion. Gem closed at 1819.41 points, up 0.69%, with a turnover of 101 billion

Gold: Comex June gold futures fell 0.8% to $1322.80/ounce

crude oil: WTI June crude oil futures closed up 0.52% to $68.05/barrel. Brent crude oil futures in June closed up 0.19% to $74.00/barrel

bitcoin: the CME bitcoin futures BTC contract for June ended down $470, or more than 4.96%, to $9000. CBOE bitcoin futures XBT June contract closed down $390, down more than 4.12 percent to $9070

the RMB weakened: both fell below the 6.32 mark offshore, and fell more than 300 points offshore, hitting a new low in one month

the onshore RMB closed at 6.3250 yuan against the US dollar (CNY) at 23:30 Beijing time, down 187 points from the close on Tuesday night. Offshore RMB (CNH) was reported at 6.3225 yuan against the US dollar at 04:59 Beijing time, down 255 points from late Tuesday in New York. The overall intraday trading was at 6 3292 yuan interval. The U.S. dollar index hit 91.21, up more than 0.4%, the highest since mid January. In the past five trading days, the dollar index has increased by nearly 2%

Tencent once fell by nearly 3%, erasing all the gains in the year

on Wednesday, the Hang Seng Index fell by more than 1%, and Tencent once fell by nearly 3%. Since the correction on March 21, Tencent has fallen by nearly 18%, and Tencent has fallen by more than 5% since the beginning of the year

Li Keqiang presided over the executive meeting of the State Council and decided to promote seven more tax reduction measures

including the decision to extend the loss carrying forward period of high-tech enterprises to 10 years, and the introduction of preferential measures related to corporate income tax and personal income tax. With seven tax reduction measures, it is estimated that more than 60 billion yuan will be reduced for enterprises throughout the year. The State Council said that it would strive to significantly reduce the financing costs of small and micro enterprises by the end of the third quarter

Xu Zhong, director of the Research Bureau of the central bank: why is the real estate tax delayed

the pilot REITs is conducive to the implementation of the central government's requirements for the construction of a long-term mechanism for real estate in the financial system. Xu Zhong, director of the Research Bureau of the central bank, wrote that the real estate tax is crucial to the establishment of a long-term mechanism for real estate, and the introduction of the real estate tax will break the market expectation that the real estate market will only rise but not fall. At present, the question that needs to be considered is, why is the real estate tax delayed

the CSRC and the Ministry of housing and urban rural development jointly issued a notice: promote the securitization of housing rental assets

the notice mentioned that promoting the securitization of Housing leasing assets will help revitalize the stock assets of Housing leasing, improve the efficiency of capital use, and promote the development of Housing leasing market. Clearly give priority to supporting housing rental projects in large and medium-sized cities, xiong'an new area and other places to carry out asset securitization. "This is the first landing document jointly issued by the two ministries and commissions after the State Council proposed to accelerate the development of the housing rental market," Yicai quoted a relevant person as saying that the market had previously piloted the issuance of multiple related products. This document is to standardize the pilot in the early stage and clarify the standards of relevant procedures through documents

the new regulations on asset management are about to be implemented, and the short-term pain of the industry is inevitable

according to finance and economics, according to people close to the central bank, the new asset management regulations may be officially released at the end of April and early May. China said that the boots of the new asset management regulations could land as early as this week. Insiders believe that the implementation of the new asset management regulations will inevitably cause pain for financial institutions in the short term; But in the long run, it is good news for China's financial industry ecology and financial investors

media: China carries out national banking risk supervision

the Reuters report quoted insiders as saying that the high leverage ratio of residents and the flow of consumer credit into the real estate market are one of the key points of the inspection

Gree's net profit in 2017 was 22.4 billion yuan, a year-on-year increase of 45%, a record high

Gree's operating revenue in 2017 reached 148.3 billion yuan, an increase of 36.92% year-on-year; The net profit was 22.4 billion yuan, an increase of 45% year-on-year. Gree said that in the future, it will take the air conditioning industry as the pillar to vigorously expand smart home, smart equipment, precision molds, new energy technology and other industries

Vanke's net profit in the first quarter increased by nearly 30%, making rental housing its core business

Vanke A released a quarterly report that it realized an operating revenue of 30.83 billion yuan during the period, an increase of 65.8% year-on-year; The net profit was 890million yuan, a year-on-year increase of 28.7%. Vanke said that in the future, it will identify rental housing as its core business and actively expand business development and operation, logistics and warehousing services

the restructuring was temporarily shelved, and Huaxin International resumed its trading limit

Huaxin International announced that the controlling shareholder terminated planning for the change of control

media: the US Department of justice investigated whether Huawei violated Iran's sanctions

after the news, US technology stocks were sold off, and the NASDAQ once fell 1%. Last week, ZTE was "banned" by the United States for seven years for violating U.S. sanctions against Iraq. Since then, it was reported that the United States had issued an administrative summons to Huawei on the issue of sanctions, and Huawei said it had not been investigated

not afraid of trade war! Boeing's first quarter results exceeded expectations, with its share price up more than 4%

Boeing said that the deferred cost of its flagship "Dreamliner" Boeing 787 fell to $24.7 billion in the first quarter, compared with $25.4 billion in the fourth quarter of last year

amd's revenue and profit exceeded expectations, with a sharp increase of more than 10% after hours

amd's adjusted EPS profit in the first fiscal quarter was $0.11, and the market expected $0.09. Revenue in the first fiscal quarter was $1.65 billion, and the market expected $1.57 billion. After hours, the share price soared by more than 10%

Twitter's revenue in the first quarter exceeded expectations, but it said that the competition in the second half of the year was fierce. Its share price rose 12% before the market, and then fell, closing down 2.4%

the financial report shows that Twitter's revenue in the first quarter was $664.9 million, an increase of 21% year-on-year, and it is expected to be $605.9 million; The number of monthly users increased by 3%. Twitter's U.S. stocks surged 12% before trading. However, later, the company said in its statement that it would face more fierce competition in the second half of the year, and its share price then fell, closing down 2.4%

data leaks did not prevent 2018 from making a good start. Facebook's profits greatly exceeded expectations, and its share price rose more than 7% after hours

facebook's first quarter earnings per share increased by 63% year-on-year, 25% higher than market expectations. The operating revenue in the quarter was close to $12billion, a year-on-year increase of 49%. In North America, Nikko users reversed the decline in the previous quarter, which was seen as a good sign that privacy and other issues may not have caused customer loss initially

Germany lowered its GDP forecast, and the European locomotive is going to stall

on Wednesday, Germany lowered its GDP growth forecast for 2018 to 2.3%. The German economy minister said that at present, Germany's economic growth is strong and there is no sign of overheating, but he also mentioned that Germany is seeking to resolve its trade conflict with the United States, because automobile tariffs are one of the most difficult problems at present

China - regions and industries

1. Housing leasing | the CSRC released a news on the 25th, jointly with the Ministry of housing and urban rural development, issued the "notice on promoting the securitization of Housing leasing assets", proposing to focus on supporting housing leasing enterprises to issue equity asset securitization products with their real estate properties as the underlying assets, and actively promote multiple types of asset securitization products with the nature of creditor's rights, Pilot issuance of real estate investment trusts (REITs). At the same time, professional and institutional Housing leasing enterprises are encouraged to carry out asset securitization. The notice clearly gives priority to supporting large and medium-sized cities, xiong'an new area and other national policies to support housing leasing projects in regions and pilot cities that use collective construction land to build rental housing to carry out asset securitization

comments: under the current policy background, with the increasing proportion of self-supporting projects, the demand of real estate enterprises for asset securitization and real estate funds will explode. It is suggested to pay attention to Everbright Jiabao, the target of A-share real estate fund, and worldlink, the operator of long-term rental apartments

2. A spokesman for the Ministry of industry and information technology said on the 25th that China's integrated circuit industry has developed rapidly in recent years, but there is still a gap in chip design, manufacturing capacity and talent team. China's electronic industry has a broad information market, and will adhere to the path of innovative development and open cooperation, accelerate the breakthrough of core technology, and strengthen international industrial cooperation. The second phase of the integrated circuit development fund is being raised, and all enterprises are welcome to participate

comments: the investment of "big fund" in the whole semiconductor industry chain, on the one hand, supports various sub industries from the capital level, on the other hand, helps to integrate among various sub industries. According to the announcement of Tongfu wechat at the end of February this year, the "big fund" currently holds the equity of more than 10 companies, such as Changdian technology and Northern Huachuang

3. High end equipment | people's daily commented that recently, the U.S. Department of Commerce refused to activate ZTE, which has attracted much attention to the issue of independent innovation. If the chip is the hardware "nerve center" of the computer and the interconnected information world, the operating system is the basis for the computer hardware to have a "soul". The operating system is not only related to the competitiveness of information technology, but also related to national information security. In the era of cloud computing and big data, basic core elements such as operating systems will still exist, which also means new opportunities. Today, we urgently need to start a new wave of independent innovation from a global perspective, so that the key areas such as chips, operating systems and high-end manufacturing equipment no longer have the hidden worry of "neck sticking"

comments: Steel Research Gaona is an aerospace high-temperature composite