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Must-see financial interpretation for investment tomorrow
Interpretation of key news
1 The US admitted that the "wandering balloon" is a big oolong?
Financial Associated Press, February 15th, according to British "Guardian" and other foreign media reports on the 14th, White House National Security Council spokesman John Kirby said that there were no signs of the three UFOs shot down by US military planes recently. They are linked to China, and they are likely not used maliciously, but for commercial or research purposes.
Tan comment: Recently, the United States has made a lot of articles on "Wandering Balloons", which once made everyone a little worried. In the end, I didn't expect that it would come out in the end, which would really damage the credibility of the United States. Seeing the Ohio toxic substance leakage incident that has been raging in the past two days, people can't help but have some associations. What's more interesting is that today our Ministry of Foreign Affairs also stated that it has discovered that the United States has been flying a large number of high-altitude balloons and illegally flying over China's airspace for more than a year.
2 shot! Ningxia’s Jingyuan County stipulates that the bride price should not exceed 60,000
Surging news, on February 14, Ningxia’s Jingyuan County formulated and issued the “Implementation Opinions on Further Promoting Changing Customs and Facilitating Rural Revitalization (Trial)”, clarifying that the maximum betrothal gift should not exceed 60,000 yuan and not Declining year by year, banquets do not exceed 10 tables. Increase the propaganda of "zero betrothal gifts are glorious, high betrothal gifts are shameful", and form a social atmosphere where everyone resists high-priced betrothal gifts. Advocate son-in-law to respect and support father-in-law and mother-in-law, and help father-in-law and mother-in-law to live a good life. At the same time, high-amount gifts for favors are restricted, and gifts for favors must not exceed 200 yuan.
Tan Comment: Jingyuan County Statistical Bulletin shows that the total resident population in 2021 is only 86,000, household deposits are 2.783 billion, the per capita deposit is about 26,546, and the bride price does not exceed 60,000, which is equivalent to 2.26 times the per capita deposit. It is said that the burden is relatively heavy, and high-priced betrothal gifts should indeed be regulated.
3 The recovery of Beijing’s second-hand housing is still inseparable from the price-for-quantity
Beijing Business Daily, February 15th, recently visited the second-hand housing market in the six districts of Beijing and learned that it includes Chaoyang Dawang Road, Dongcheng Hepingli, Fengtai Muxiyuan and The transaction rate of second-hand housing in many typical areas such as Shijingshan and Lugu has increased significantly compared with the second half of last year. The transaction rate of some areas has increased from about 40 transactions in the past to about 20 transactions. The transaction cycle There is also a certain shortening.
Tan comment: Does the transaction volume of mean that the Beijing property market has recovered to a certain extent, and even ushered in Xiaoyangchun? I'm afraid not, as mentioned in the report, low-priced housing has played a big role in this wave of market prices. After all, the number of low-priced houses is limited and cannot be maintained for a long time, so the specific trend will not be known until this batch of low-priced houses is consumed.
4 Will Shenzhen still insist on the guide price of second-hand housing?
Surging news, on February 13, according to the data released by the Shenzhen Real Estate Intermediary Association, from the data point of view, after the Spring Festival this year, the transaction volume of second-hand housing in Shenzhen rebounded rapidly. On February 8, the guide price of second-hand housing in Shenzhen has been in place for two years. Regarding whether the reference price of second-hand housing will be adjusted, according to the Southern Metropolis Daily, the staff of the Shenzhen Municipal Bureau of Housing and Urban-Rural Development said that "an internal version of the reference price has been made according to the market situation. plan, but the adjustment time has not yet been determined, and it is not certain whether it will be released."
Tan comment: Second-hand housing guide price, Shenzhen should be the city that has persisted in using it for the longest time. Last year’s data was very cold, indicating that the effect was very good, but the practitioners were not so good. According to relevant data, practitioners There is a continuous outflow of personnel, and those who live better may be old salesmen who have accumulated more resources at hand. In terms of housing prices, it has been mentioned in the news that the listing price is closer to the guide price, and the effect is obvious. Whether the guide price will continue in the future depends on Shenzhen's attitude towards the second-hand housing market.
5 European shot 2035 to stop selling fuel vehicles
Financial Associated News Agency, on February 14, the European Parliament in Strasbourg voted with 340 votes in favor, 279 votes against, and 21 abstentions. The 2035 European Agreement on Zero Emissions for New Fuel Cars and Minivans reached by the CouncilDiscussion". The goal of the agreement is to stop the sale of new petrol cars and vans in the EU27 starting in 2035.
Tan comment: For Tesla, this is a super positive. The stock price rose by more than 7% overnight, and the market value soared by more than 300 billion yuan. At the same time, Tesla adjusted the prices of model 3 and model y in the United States. The fourth price adjustment since 2023. Not surprisingly, this year is another harvest year for Tesla.
6 Is Apple about to fall to the altar? Whether the transaction expenditure record of the transaction is good.
Tan comment: Apple is currently the largest company in the world by market value. Its business operations have always focused on cash flow management and steady development strategies. However, now it is launching a function similar to Alipay's "Huabei, Borrowing" function, which is really worrying whether its innovation ability has reached the ceiling.
7 Jidu Auto announced that it will integrate Wenxin Yiyan
Geek Park News, on February 14, Jidu Auto Jidu CEO Xia Yiping announced at the launch meeting of the Sanlitun Experience Center that the Jidu Auto robot will integrate Baidu Wenxin Yiyan With its comprehensive capabilities, it creates the world's first large-scale artificial intelligence interactive experience for smart car scenarios.
Tan comment: The natural language communication between people and cars will become one of the highlights of Jidu Automobile. According to Jidu’s previous plan, there will be more than 100 offline experience centers across the country in 2023, and you can go to the scene at that time , Feel the feeling of barrier-free communication with the car.
data and market
abnormal commodity
Shanghai and tin main chain fell 3.13%
On February 15, as of 15:00, Shanghai and tin main chain fell 3.13%, with a trading volume of 32.21 billion and the latest price of 210350.
The FTSE a50 futures index continued. As of 17:42 on February 15, 2023, it rose 0.15%, and the latest index was 13641.000.
The FTSE A50 Index, as of 15:00 on February 15, 2023, fell 0.77%, and the latest index was 13619.030.
Forex:
As of 17:48 on February 15, the US dollar index rose 0.19% to 103.45; the euro fell 0.05% to 1.0728; the pound fell 0.60% to 1.2097.
In terms of commodity currencies, the Australian dollar was quoted at 0.6915; the Canadian dollar was quoted at 1.3390.
In terms of safe-haven currencies, the yen was reported at 133.33; the Swiss franc was reported at 0.9229.
On February 15, the bpi of the bulk commodity price index was 1005 points, which was 1 point lower than yesterday, 25.17% lower than the highest point in the cycle of 1343 points (2021-10-19), and 660 points lower than the lowest point on February 03, 2016 Up 52.27%. (Note: The cycle refers to 2011-12-01 to now)
Gold:
As of 18:02 on February 15, gold fell 0.98% to $1836.04.
Crude oil:
As of 18:02 on February 15, crude oil fell 1.17% to $84.58.
Bitcoin:
As of 18:02 on February 15, Bitcoin rose 1.64% to $22171.0.
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