美债收益率终于高位回调,美股三大股指齐涨,苹果特斯拉一共涨了4600亿。
At last, the rate of return on the debt of the United States was high, the three shares of the stock of the United States were up, and Appletsla was up by 460 billion.
比股市更劲爆的是拜登本周或将推出3万亿美元(约合19.5万亿人民币)基建计划的消息,虽然白宫紧急“辟谣”,但市场依然充满期待。
Even stronger than the stock market is the news that Biden is about to launch a $3 trillion capital plan this week (approximately RMB 19.5 trillion) that, despite the White House's urgent “blowing of rumours”, the market is still looking forward to it.
而“大放水”的消息没有成功推升比特币,鲍威尔“炮轰”加密货币之际,比特币反而深夜回调4000美元,加密货币市场全网共15万人爆仓,爆仓金额约76亿。
While the news of the “blowing” failed to boost Bitcoin, Powell, when the “throwing” of the encrypted currency, called back $4,000 late in the night, and the encrypt money market, which was full of 150,000 people, exploded, amounting to approximately $7.6 billion.
开盘便大跌的雾芯科技也低开低走,收盘跌近48%。
The fog core technology that opens the plate and drops is also running low and closing close to 48 per cent.
美债收益率回落三大股指齐涨,道指涨超百点
美东时间周一,美债收益率回落,美股三大股指也齐涨。
On Monday, United States-East time, the rate of return on United States debt fell, and the three major shares of the United States stock rose.
截至收盘,标普500指数涨0.70%,报3940.59点;纳斯达克指数涨1.23%,报13377.54点;道琼斯指数涨0.32%,报32731.20点。
As of the closing date, the index rose by 0.70 per cent to 3940.59 points; the NASDAQ index by 1.23 per cent to 13377.54 points; and the Dow Jones index by 0.32 per cent to 32731.20 points.
美债收益率下行的推动下,科技股普涨,纳指盘中一度涨超1.8%。
Driven by a drop in the rate of return on US debt, the share of science and technology rose, with a one-time increase of more than 1.8 per cent in the index.
银行、航空、石油、游轮等顺周期板块回落,高盛跌1.44%、美国航空跌4.57%、埃克森美孚跌0.97%、皇家加勒比邮轮跌2.01%、AMC院线跌10.34%。
Banks, aviation, oil, cruise ships, etc., have fallen back on procyclical plates, with Goldman Sachs down by 1.44 per cent, United States aviation by 4.57 per cent, Exxon Mobil by 0.97 per cent, Royal Caribbean by 2.01 per cent and AMC by 10.34 per cent.
高盛策略师David Kostin分析,“未来几个月内,投资者将继续紧张地关注利率问题。与美联储一样,我们的经济学家预测,今年春季核心PCE通胀将短暂上升,这一部分由于2020年通胀疲软等短期因素的影响。”
Goldman Sachs strategist David Kostin analyses that, “In the coming months, investors will continue to focus intensely on interest rates.” Like the Fed, our economists predict that core PCE inflation will rise briefly this spring, partly as a result of short-term factors such as weak inflation in 2020.”
该分析师还提到,“即使通货膨胀率在2022年可能回落至2.0%,但投资者依然担忧高于目标的通货膨胀率可能会持续,并有可能进一步导致利率上升。我们的利率策略师预测,到6月份,10年期美国国债收益率将达到1.8%。”
The analyst also mentioned that “even though inflation is likely to fall to 2.0% in 2022, investors remain concerned that inflation above the target may persist and may lead to further interest rate increases. Our interest rate strategist predicts that the rate of return on United States national debt will reach 1.8% over the 10-year period by June”.
苹果、特斯拉涨4600亿
周一科技股普涨,苹果也上涨2.83%,市值涨了570亿美金,约合人民币3700亿元。
On Monday, the share of technology rose, with apples rising by 2.83 per cent, and the market value rose by $57 billion, or approximately $37 billion.
特斯拉也涨超2%,市值上涨144亿美元,约合937亿人民币。
Tesla also increased by more than 2 per cent and the market value rose by $14.4 billion, or about $93.7 billion.
苹果、特斯拉两大科技股的市值周一共飙升约4637亿人民币。
The market value of the two major technological units, Apple and Tesla, rose sharply by about 463.7 billion yuan.
重仓特斯拉的“女巴菲特”Cathie Wood上周末还再发研报唱多特斯拉,预期特斯拉股价将在2025年达到3000美元。在研报中, Ark还预期特斯拉在2025年营收将在2340亿至3670亿美元之间,2020年该公司总共取得315亿美元营收,同比增长28%。
In the newspaper, Ark also expects Tesla to collect between $234 billion and $367 billion in 2025, with a total of $31.5 billion in 2020, an increase of 28 per cent.
除苹果、特斯拉外,其他科技股的表现普遍不错,亚马逊涨1.17%、Facebook涨1.18%、
With the exception of Apple and Tesla, other science and technology units generally performed well, with 1.17 per cent in Amazonia, 1.18 per cent in Facebook,
英特尔、思科、微软均涨超2%,高通涨2.34%、AMD涨1.57%、奈飞涨2.13%,但谷歌跌0.23%。
Intel, Cisco and Microsoft all rose by more than 2 per cent, by 2.34 per cent, AMD by 1.57 per cent and Naina by 2.13 per cent, but Google fell by 0.23 per cent.
雾芯科技收盘股价腰斩市值蒸发900亿
> >. >. >. .
受监管政策影响,中概股雾芯科技开盘便跌超36%,截至收盘下跌47.84%,市值一日蒸发约145亿美元,约合943亿人民币。
As a result of the regulatory policy, the opening of the central cloud core technology fell by more than 36 per cent, down by 47.84 per cent as of the closing, with a market value evaporating at approximately $14.5 billion a day, or about RMB 94.3 billion.
消息面上,工信部公开征求对《关于修改〈中华人民共和国烟草专卖法实施条例〉的决定(征求意见稿)》的意见。据该决定的说明指出,本次《实施条例》的修改,将在附则中增加一条,作为第六十五条:“电子烟等新型烟草制品参照本条例中关于卷烟的有关规定执行。”这意味着,电子烟的零售端或将遇到影响。
According to the note to the decision to amend the Regulations of the People's Republic of China on the Implementation of the Law on Tobacco Monuments (Application Draft), the Ministry of Information and Communications has publicly sought comments on the Decision. According to the note to the decision, a provision will be added to the Schedule to read as follows: “New tobacco products, such as electronic tobacco, are to be implemented by reference to the relevant provisions on rolling tobacco in this regulation.” This means that the retail end of electronic tobacco may be affected.
19万亿基建计划要来了?白宫:相关报道不反映白宫想法
19 trillion capital projects coming? >
周一,外媒援引知情人士报道称,美国总统拜登的经济顾问正建议花费3万亿美元(约合19.5亿人民币)用于一项规模庞大的基建计划,旨在提振经济、减少碳排放和减少经济不平等现象。基建计划所需的资金将部分来自对企业和富人增税。
On Monday, the external media quoted informed sources that US President Biden’s economic adviser was proposing $3 trillion (approximately RMB 1.95 billion) for a massive capital plan aimed at boosting the economy, reducing carbon emissions, and reducing economic inequality. The capital plan would be financed in part by increased taxes on businesses and the rich.
知情人士还表示该基建计划已经经过数月的内部讨论,拜登有望最早本周提出相关方案,或通过单独立法,而非试图推动国会来完成。
The source also indicated that the capital plan had been discussed internally for several months, and Biden was expected to present the relevant proposals as early as this week, either through separate legislation, rather than attempting to move Congress forward.
CNBC也报道称,美国白宫官员将会见能源行业高管,白宫即将公布气候和基建计划。
CNBC also reported that White House officials would meet with energy industry executives and that the White House was about to publish its climate and capital plans.
而美国白宫表示,有关美国总统拜登考虑3万亿美元新支出的报道是过早的,也不反映白宫的想法。
According to the White House of the United States, it was premature to report that United States President Biden was considering $3 trillion in new spending and did not reflect the White House's thinking.
此前,市场对拜登基建计划规模的普遍预期为2万亿。2020年美国总统选举期间,拜登曾表示新政府将在美国基础设施和清洁能源上投入2万亿美元。3月初,白宫新闻秘书普萨基在白宫新闻简报会上曾透露,最终公布的基建计划可能比2万亿还要高。
At the time of the United States presidential election in 2020, Biden had indicated that the new government would invest $2 trillion in US infrastructure and clean energy. Earlier in March, White House press secretary Pusaky had revealed at the White House press briefing that the eventual announcement of the capital plan could be higher than $2 trillion.
而高盛的预计则更为大胆。本月中旬,高盛在一份研报中预计,下一轮基建设施方案将增加至少2万亿美元的传统及绿色基建支出和税收优惠。如果拜登政府将该方案扩大到其他政策,比如扩大儿童看护福利、延长儿童税收抵免等,总金额可能会上升到4万亿美元左右(约合26万亿人民币)。
The next round of the infrastructure program is expected to increase traditional and green infrastructure spending and tax incentives by at least $2 trillion. If Biden’s government extends the program to other policies, such as expanding childcare benefits and extending the child tax credit, the total amount could rise to around $4 trillion (approximately 26 trillion yuan).
鲍威尔:加密货币更像投机性资产不能成为美元替代品
Powell: Encrypted money is more like speculative assets
周一,美联储主席鲍威尔在国际清算银行的会议上表示,不同于有美联储价值支持的美元,私人加密货币作为价值符号不是真的有用,也没有价值支撑,更像一种投机性资产,本质上是黄金的替代品,而非美元的替代品,所以在交易方面的应用不是很频繁。
On Monday, Federal Reserve Chairman Powell stated at a meeting of the Bank for International Settlements that, unlike the dollar supported by the Fed’s value, private encrypted currency was not really useful as a value symbol or supported by value, more like an speculative asset that was essentially a substitute for gold rather than for the dollar, so it was not very often used in transactions.
对于美国推出数字货币的问题,鲍威尔表示,推出数字货币对金融系统是十分重要的一步,需要精心准备,目前并不急着推出。对于数字货币的监管问题,他认为,与数字货币相关的法律最好以授权法的形式出现,而不是以法律解释的形式出现。
With regard to the introduction of digital money in the United States, Powell said that the introduction of digital money was a very important step for the financial system, requiring careful preparation, and was not in a hurry. With regard to the regulation of digital money, he argued that laws related to digital money should preferably appear in the form of enabling laws, rather than in the form of legal interpretations.
对于美国经济状况,鲍威尔表示,复苏快于预期,看起来复苏势头将要增强,但复苏远远未完成,因而美联储的支持将继续。
With regard to the economic situation in the United States, Powell stated that the recovery was faster than expected, that it appeared to be gaining momentum, but that the recovery was far from complete, and that the support of the Federal Reserve would therefore continue.
比特币深夜回调4000美元15万人爆仓76亿
凌晨,鲍威尔“炮轰”加密货币之际,比特币迅速走低,一度跌破54000美元,跌幅超6%。距离日内高点回调超4000美元。
In the early hours of the morning, when Powell was “throwing” the encrypted currency, Bitcoin quickly went down, falling by more than 54,000 dollars at a time, by more than 6 per cent.
截至北京时间今晨7点,过去24小时内,共有15.45万人爆仓,爆仓金额近76亿人民币。
By 7 a.m. this morning, in the last 24 hours, a total of 154.5 million people had exploded in storage, amounting to almost RMB 7.6 billion.
美东时间周一,加密货币交易所BTCC联合创始人兼前首席执行官鲍比·李(Bobby Lee)表示,根据其历史模式,比特币今年有望突破 10万美元,他表示,“比特币牛市每四年一次,这一次是大牛市,今年夏天可能真的会涨到10万美元以上。”
Monday, the Co-founder and former CEO of the Encrypted Currency Exchange BTCC, Bobby Lee, stated that, according to its historical pattern, Bitcoin was expected to make a breakthrough of $100,000 this year, saying, “The Bitcoin Cow City, once every four years, this time Big Cow, may actually rise to over $100,000 this summer.”
但他也警告称,“投资者应该意识到,比特币的价值可能会从历史高点下跌多达80%至90%。”
But he also warned that “investors should realize that the value of Bitcoin may fall from historical heights by as much as 80 to 90 per cent”.
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