Friday
U.S. stocks
The Dow Jones index rose 2.15% to 31,288.26 points; the S&P 500 index rose 1.92% to 3,863.16 points; the Nasdaq Composite Index rose 1.79% to 11,452.42 points
large technology stocks collectively rose , apple rose 1.15%, Microsoft rose 1.04%, Google rose 1.19%, Amazon rose 2.64%, Meta rose 4.21%, Netflix rose more than 8%, Tes Pull rose 0.74%
popular Chinese concept stocks mostly closed down , Weilai fell 1.57%, Xpeng Motors fell 1.40%, Baidu fell 1.39%, Jingdong fell 1.28%, Ali Baba fell 1.27%, Pinduoduo rose 0.02%, Good Future rose 0.25%, Li Auto rose 0.71%, New Oriental rose 1.46%, Tencent Music rose 1.88%
A-share , the Shanghai Composite Index fell 1.64%. 3228.06 points, the Shenzhen Component Index fell 1.52% to 12411.01 points, and the GEM index fell 2.08% to 2760.5 points; The two cities had a total transaction volume of 1.0881 billion yuan, and the net sales of northbound funds were 8.931 billion yuan.
Real estate, construction, building materials, and brokerage sectors led the way. fell, with steel, agriculture, insurance, medicine and other sectors all weakening; tourism and automobile sectors bucked the trend and rose , and sub-new stocks were active
Hong Kong stocks
Hang Seng Index fell 2.19% to 20297.72 points. The Hang Seng Technology Index fell 3.22% to 4440.11 points. The state-owned enterprise index fell 2.36% to 6958.02 points.
All sectors fell across the board, with technology, real estate, and pharmaceutical sectors leading the decline. Country Garden fell nearly 9%, leading the decline blue chip , and Alibaba fell 6%.
Friday
U.S. stocks
The Dow Jones index rose 2.15% to 31,288.26 points; the S&P 500 index rose 1.92% to 3,863.16 points; the Nasdaq Composite Index rose 1.79% to 11,452.42 points
large technology stocks collectively rose , apple rose 1.15%, Microsoft rose 1.04%, Google rose 1.19%, Amazon rose 2.64%, Meta rose 4.21%, Netflix rose more than 8%, Tes Pull rose 0.74%
popular Chinese concept stocks mostly closed down , Weilai fell 1.57%, Xpeng Motors fell 1.40%, Baidu fell 1.39%, Jingdong fell 1.28%, Ali Baba fell 1.27%, Pinduoduo rose 0.02%, Good Future rose 0.25%, Li Auto rose 0.71%, New Oriental rose 1.46%, Tencent Music rose 1.88%
A-share , the Shanghai Composite Index fell 1.64%. 3228.06 points, the Shenzhen Component Index fell 1.52% to 12411.01 points, and the GEM index fell 2.08% to 2760.5 points; The two cities had a total transaction volume of 1.0881 billion yuan, and the net sales of northbound funds were 8.931 billion yuan.
Real estate, construction, building materials, and brokerage sectors led the way. fell, with steel, agriculture, insurance, medicine and other sectors all weakening; tourism and automobile sectors bucked the trend and rose , and sub-new stocks were active
Hong Kong stocks
Hang Seng Index fell 2.19% to 20297.72 points. The Hang Seng Technology Index fell 3.22% to 4440.11 points. The state-owned enterprise index fell 2.36% to 6958.02 points.
All sectors fell across the board, with technology, real estate, and pharmaceutical sectors leading the decline. Country Garden fell nearly 9%, leading the decline blue chip , and Alibaba fell 6%.Education stocks weakened again, New Oriental Online fell nearly 15%
In terms of major global assets,
crude oil : WTI August crude oil futures closed up 1.89%, at $97.59 per barrel; Brent 9 crude oil futures closed up 2.08% , reported at 101.16 US dollars per barrel
Gold : COMEX August gold futures settlement price closed down 0.13%, at 1703.6 US dollars per ounce
domestic
1. China's first half of the year GDP increased by 2.5% year-on-year and the second quarter increased by 0.4%
2. National Statistics Bureau : In June, the added value of industrial enterprises above designated size increased by 3.9% year-on-year. On March 15, the People's Bank of China launched a 100 billion yuan medium-term lending facility (MLF) operation and a 3 billion yuan open market reverse repurchase operation. National Bureau of Statistics : In the first half of the year, the national per capita disposable income of residents18,463 yuan increased nominally by 4.7%
5 compared with the same period last year. National Bureau of Statistics: The national industrial capacity utilization rate in the second quarter was 75.1%
6.MLF. The industry expected that parity would continue for four consecutive months. Monetary policy may be marginally convergent in the second half of the year
7. Clinical trials of the Wuhan-produced Austrian strain new crown inactivated vaccine have been launched
8. Douyin responded to the "takeaway function online": Distribution services for some group purchase products have been opened
9. Qinghai has once again reduced the nucleic acid Price of testing : RMB 15 for single inspection and RMB 4 for mixed inspection. Warehouse trading
foreign
1. Japan will start up to 9 nuclear power units this winter to cope with power shortages
2. Gazprom: Russian natural gas exports have dropped by 33.1% since the beginning of the year. The global fertilizer crisis is getting worse. Eastern Europeâs grain output may drop this year 20%
4. Malaysia First-time home purchase of 500,000 ringgit is exempt from stamp duty
5. Hot weather in Spain killed 43 people in two days
6. Oil storage country Libya Fuel shortage, power outage for 18 hours a day
7. Iran Navy The establishment of a drone division
8. Spainâs inflation rate in 2022 is expected to be around 8%
Energy aspects
1. National Bureau of Statistics: 2.19 billion tons of raw coal were produced from January to June, a year-on-year increase of 11%
2. National Bureau of Statistics: Crude oil production in June was 1,719 million tons increased by 3.6% year-on-year, and 17.3 billion cubic meters of natural gas were produced, a year-on-year increase of 0.4%
Real estate
1. National Bureau of Statistics: National real estate development investment fell by 5.4% from January to June
2. Real estate loans increased by 250 billion yuan more month-on-month in June
In other aspects
1. In the first half of the year, crude steel production fell by 6.5% compared to the same period last year.
2. The power battery recycling market size in 2025 is expected to exceed 40 billion yuan.
3. Ministry of Industry and Information Technology: In the first half of the year, photovoltaic rolled glass production capacity increased by 121.6% compared with the same period last year.
1. BYD : raw materials It will not continue to rise. More profits will be released after the future pullback.
2. Shanghai Airport: Passenger throughput in June fell 95.46% year-on-year.
3. Fuling Electric Power: Net profit in the first half of the year increased by 57%-74%
4. Dean Diagnostics : Net profit in the first half of the year is expected to increase by 120%-161%
5. Shanghai Pharmaceuticals : Its holding subsidiary Ticagrelor tablets was approved to produce
6. PetroChina : Net profit in the first half of the year is expected to increase by 50%-60% %
7. China Eastern Airlines : Net profit pre-loss in the first half of the year is about 17 billion yuan - 19.5 billion yuan
8. Chinalco International : Net profit in the first half of the year is expected to rise 1385.49% year-on-year to 2098.52%
9. Haineng Industrial : Net profit in the first half of the year is expected 183 million yuan - 188 million yuan, a year-on-year increase of 257% - 267%
10. Guosheng Financial Holdings : The actual controller is planned to be changed to Jiangxi Provincial State-owned Assets Supervision and Administration Commission
7:30 every day [Finance Morning Bus] Looking forward to meeting you
