We will continue to pay attention to the latest situation of the epidemic. This weekend, in the face of the sudden new coronavirus variant epidemic, global panic spread. And just now, the Middle East stock market opened in panic.
The Middle East stock market fell sharply at the opening
On Sunday afternoon, Saudi the benchmark stock index fell by more than 5% at the opening, and as of press time, it was still down by more than 4%.
Israel's index and Doha's stock index both fell by more than 2.5%.
Dubai Financial Market
19 new new coronavirus pneumonia confirmed cases in Manzhouli, Inner Mongolia
Confirmed cases 1 and 2: both Manzhouli City Asymptomatic infections diagnosed on November 27 were converted into confirmed cases of new coronavirus pneumonia.
Confirmed cases 3 to 19: All tested positive for nucleic acid screening of centralized quarantine observation personnel in Manzhouli City. On November 28, they were diagnosed as confirmed cases of new coronary pneumonia after consultation with an expert group.
Asymptomatic infection: Manzhouli City tested positive for nucleic acid screening of centralized isolation and observation personnel. After consultation with an expert group on November 28, he was diagnosed as an asymptomatic infection of new coronary pneumonia.
At present, the above-mentioned personnel have been transferred to designated hospitals for isolation treatment and medical observation, and relevant circulation and investigation work are still in progress.
As of 16:00 on November 28, there are 19 locally confirmed cases in the Inner Mongolia Autonomous Region (all in Hulunbuir Manzhouli City) and 2 asymptomatic infections (both in Hulunbuir Manzhouli City). They are all being treated in isolation at designated hospitals, and all close contacts are being quarantined for medical observation in designated places to strictly prevent the spread of the epidemic.
The National Health and Health Commission announced today (28th) that the National Health and Health Commission and the National Administration of Disease Control and Prevention sent a working group to Inner Mongolia to guide the local epidemic response work.
A case of asymptomatic infection was found in Nehe, Heilongjiang.
He had taken a train from Manzhouli to Qiqihar
According to CCTV News, the reporter learned from the headquarters of the leading group for responding to the new crown pneumonia epidemic in Nehe City, Heilongjiang that at 8:00 on November 28, 2021 At 20 minutes, Nehe City took the initiative to conduct nucleic acid testing on people who had returned from outside the province. One person was found to have a positive nucleic acid test and was transferred in a closed loop to a designated hospital in Qiqihar City for further diagnosis. Based on the "Diagnosis and Treatment Plan for Novel Coronavirus Pneumonia (Trial Eighth Revised Edition)", combined with the epidemiological survey , clinical, imaging performance and laboratory nucleic acid test results, the expert group made a comprehensive diagnosis of new coronavirus. Pneumonia asymptomatic infection.
Nehe City immediately activated the emergency response mechanism and adopted various prevention and control measures. So far, 35 people have been identified as close contacts and 35 people as close contacts have been quarantined. The nucleic acid test results are pending.
The main movement trajectory of the infected person is as follows:
At 20:18 on November 23, took the K7090 train at Manzhouli Station (plus 1 car No. 9);
arrived at at Qiqihar Railway Station at 5:48 on November 24 at at 7:30 Take bus 1037 from Qiqihar Highway Passenger Transport East Station to Nehe Passenger Transport Station. Get off at 9:30 and take a taxi to the passenger transport station near Hongchi Bathing Center in Nehe City. Around 10:30, walk to the nearby Jiuhong Casserole Restaurant for dinner. At 12:30, take the bus from Nehe to Taihe Village, Liuhe Town, and arrive at the home of Group 3 in Taihe Village, Liuhe Town around 14:00;
has been in the village from November 24th to 26th without going out;
took a taxi to Nehe in the morning of 27th Huaxia Home Appliance Maintenance Department in Changfa Town, transferred to the centralized isolation point in Nehe City at 13:30.
Qiqihar Highway Passenger Transport is suspended across the board
A negative nucleic acid test report is required for arrival and return
Emergency notice
In accordance with Qiqihar City Response to New Coronavirus Infection Pneumonia Epidemic Leading Group Headquarters Requirements: Qiqihar City Highway Passenger Transport Terminal 28 All will be closed from today, and the specific opening time will be notified separately. Please pay attention to the WeChat official account of Qiqihar Highway Passenger Transport Terminal to learn about train information in a timely manner and arrange travel plans.
On November 27, the headquarters of the leading group for responding to the new crown virus-infected pneumonia epidemic in the Daxinganling region will be required to enter the region with a negative nucleic acid test report within 48 hours from the date of this announcement. , if there is no report, all inspections will be carried out upon landing. Persons leaving border counties (cities) must present a negative nucleic acid test report within 48 hours. Returnees and outsiders in rural areas must also register, file, establish accounts, and have dedicated personnel manage them, and implement 14-day health monitoring after entering the village.
Australia's first case of
Omicron strain infection
Agence France-Presse Just reported that Australia's first case of new coronavirus variant strain Omicron infection has occurred.
reported that Australian health officials said on the 28th that the Omicron strain appeared in Australia for the first time after testing two passengers flying from South Africa to Sydney.
The health department of New South Wales, Australia, said that emergency genomic testing was conducted and the new strain was confirmed to be present in two passengers who arrived in Sydney on the 27th.
Many countries have upgraded prevention and control measures to prevent "Omikron"
A large number of tourists were trapped in South African airports
In order to prevent the new coronavirus variant "Omikron", many countries have upgraded prevention and control measures and restricted the entry of flights and passengers from southern Africa. In South Africa, a large number of foreign tourists rushed to the airport, hoping to leave before their country issued relevant bans. Many foreign tourists are unable to book their itineraries online and have to queue up at the airport, hoping to grab a ticket back home. However, as countries continue to introduce travel bans or tighten relevant restrictions, many flights have been cancelled. In addition, some airlines only allow citizens of the destination country to take their flights, leaving more and more tourists stranded at the airport.
Confirmed cases at a South African university have surged
It is understood that the current average daily vaccination volume of new crown vaccine in South Africa is less than 130,000 doses, which is significantly lower than the government's daily vaccination target of 300,000 doses. Currently, only about 41% of South African adults have completed the full course of COVID-19 vaccination, and the vaccination rate among young people is low. After the new coronavirus mutant strain was discovered in South Africa, confirmed cases increased rapidly in many areas. Tshwane University of Technology in South Africa, located in Gauteng, has become one of the outbreak points. The number of students diagnosed with the new coronavirus continues to rise, and the school's exams have been forced to be postponed. Health Minister Fakhla highly suspects that the Omicron variant strain is one of the reasons for the recent rapid increase in confirmed cases in Gauteng Province.
South Africa’s Department of International Relations and Cooperation
accused many countries of imposing travel bans against South Africa
On November 27, local time, South Africa’s Department of International Relations and Cooperation issued a statement stating that the United Kingdom, EU, the United States, Canada and other countries have issued travel bans against many countries in southern Africa. The ban is similar to penalizing South Africa's advanced genome sequencing and ability to detect new mutant strains more quickly. Excellent scientific performance should be praised, not punished. Travel bans and restrictions caused by the new coronavirus variant Omicron are a serious threat to the South African economy in the tourism and other sectors.
In addition, Coetzee, chairman of the South African Medical Association, and Oliveira, head of the Research Innovation and Sequencing Platform of KwaZulu-Natal, South Africa, both said that due to the Omicron variant, some countries have included South Africa in the "red travel" "The ban list" is premature because there is not enough clinical data to prove the danger associated with this strain. Currently, experts and research teams are working around the clock to understand the impact of the Omicron variant on infectivity and vaccine resistance.
Some countries, including South Africa, have recently reported the new variant strain B.1.1.529 of the new coronavirus. The World Health Organization listed it as a variant strain of "requiring concern" on the 226th, with the Greek letters "Omic" Rong" (Ο) named. WHO requires countries to strengthen monitoring and sequencing work, calls on countries to strengthen monitoring and sequencing of all new coronavirus mutant strains that are still circulating, submit the complete virus genome sequence and metadata to the public database, and submit to the WHO Organizations report initial cases or clusters of cases associated with any variant strain of "concern." At the same time, WHO also recommends conducting international collaboration to better understand the various impacts of mutant strains that "require concern" through field investigations and laboratory assessments.
Previously, in order to prevent the entry and spread of this new strain, many countries implemented entry restrictions on flights and passengers from southern Africa and upgraded prevention and control measures.
Singapore’s Prime Minister: The new mutated strain
may force the plan to reopen the border to be repeated.
According to Singapore’s "Lianhe Zaobao" report on the 28th, Singapore’s Prime Minister Lee Hsien Loong said when attending the ruling party People’s Action Party meeting that morning that the newly emerged The novel coronavirus variant of Omicron may force Singapore to take a few steps back in its reopening plans, but all the government's efforts are aimed at safely resuming people's lives and, in the process, minimizing deaths from the disease. number of people.
Lee Hsien Loong said that Singapore has made great progress in the fight against the epidemic, but people must also be mentally prepared for more twists and turns in the process. He pointed out that every crisis is a test of trust. In a public health crisis like the COVID-19 epidemic, people rely on credible sources to understand the situation and provide guidance.
Lee Hsien Loong reiterated that the country must be united and the government must lead the country through the crisis. "One of the keys to the effectiveness of our measures to combat the epidemic is that Singaporeans believe that the People's Action Party government can keep everyone safe and maintain the normal operation of the country." He said that this includes keeping infections at bay to ensure that those affected receive appropriate treatment, to provide appropriate care for affected employees and businesses if lockdown measures have to be implemented, and to ensure that supermarket shelves are stocked and essential services are not interrupted.
He emphasized that people's trust is the government's biggest reliance in a crisis. The authorities are faced with many difficult and urgent decisions that affect lives and livelihoods, including whether to implement circuit breaker measures, whether to close schools, and whether to let patients recuperate at home. Whether people are allowed to dine out and whether borders are open.
Wu Zunyou: Containment and "clearance" policy
is China's "magic weapon" to control the epidemic
At the "Financial" Annual Meeting 2022 held on the morning of November 28, Wu Zun, chief expert in epidemiology at the Chinese Center for Disease Control and Prevention Friends delivered a speech titled "Epidemic Analysis and Prevention and Control Strategies in the First Winter and Spring After the Application of the New Crown Vaccine". He said that the containment and "clearance" policy is China's "magic weapon" for controlling the epidemic, and this "magic weapon" is very effective; as long as we adhere to normalized prevention and control measures, we can prevent the spread of the Omicron strain.
The global epidemic is unevenly distributed. Countries with key epidemic areas account for 60% of the total global epidemic. Among them, up to 10 countries account for more than 150 million people, accounting for 60% of the world. "Mathematical model shows that Omicron is more contagious than Delta . We have already felt that Delta is more contagious and spreads faster, but one thing is clear. No matter how it mutates, our Public health measures are all effective. ” He said that public health measures such as wearing masks and maintaining social distance are effective against all mutant strains.
"We give booster shots. When the antibody level is high, it is effective against the mutated strains. If you are not vaccinated, the protective effect against the mutated strains is not particularly ideal and there will be a breakthrough." Wu Zunyou added that for Omi The future development of Kron requires further observation. Now you don’t have to worry too much. As long as you adhere to normalized prevention and control measures, you can prevent the spread of the Omi Kron strain.
Wu Zunyou said that there are four points in summary about the epidemic situation in various countries around the world: first, The global new crown epidemic will still be serious this winter and next spring. Although the vaccination rate in European countries is still very high, the new crown epidemic is still serious. secondly, my country still faces huge pressure of “defending from external input and internally from rebounding”. Third, Judging from the recent epidemic situation in European and American countries, vaccination has not formed herd immunity , and has not formed the expected herd immunity to prevent the epidemic of COVID-19. When the vaccination rate is not high enough and the protective effect is not good enough, , still leading to the new crown epidemic. Fourth, The prevalent strains this winter and next spring are mainly the delta strain . Whether the South African variant strain Omicron can develop into a dominant strain requires further close observation. Wu Zunyou said that everyone needs to get a booster shot, so that the discount caused by the new coronavirus on herd immunity can be partially recovered, which can improve the effectiveness of the population in fighting the new coronavirus epidemic.
"We must realize that the COVID-19 epidemic is complex, and we have to carefully observe the strategies and effects of controlling the epidemic, because we really cannot make disruptive mistakes on this issue. Once our strategies are incorrect, the possible consequences will be Huge. "Wu Zunyou said that at present, scientific data does not support whether vaccination can achieve complete herd immunity. More information needs to be collected and analyzed comprehensively before any recommendations can be made. The expected research and judgment are premature.
"Drugs have brought new hope to us in defeating COVID-19, especially in the treatment of clinical patients. I hope these drugs can make new contributions in controlling COVID-19 so that we can control the epidemic well." Wu Zunyou said.
Latest thoughts on private equity
This is just a perhaps slightly larger impact
Chengze Asset CEO Cao Xiongfei thinks about the impact of the new round of epidemic. He believes that in the face of the epidemic, our perspective on thinking about the problem is:
1. Are epidemic prevention and medical supplies sufficient? Mainstream countries are very full!
2. Are vaccines fully prepared? Mainstream countries are enough!
3. Are viruses identified and confirmed in a timely manner? Fully recognized and confirmed!
4. Will epidemic prevention and control and infection prevention be carried out immediately? Since the day of discovery, it has been immediately blocked and new prevention and control measures have been announced in various countries!
5. Do the mainstream people have enough experience in preventing and controlling the epidemic? Already have two years of experience!
In summary, he believes that this is just a perhaps slightly larger impact.
Whether it was the outbreak in India from March to May or the Delta epidemic in the United States and Europe from July to September, they all caused a short-term one-time impact on the market (for example, when the Delta mutation escalated in the United States on July 19, U.S. stocks the S&P 500 index It fell 1.6% on July 19), but that was all. Looking over a long period of time, the entire epidemic escalation period has basically not had much impact on the market, and the same is true for the Indian stock market.
Concerns that mutated viruses may trigger a new round of global epidemic spread, leading to a return to blockades, interrupting the economic recovery process, increasing travel demand due to border openings, and exacerbating pressure on already tight supply chains, have severely hit major global stock markets and asset prices. This is especially true for assets and sectors that are sensitive to travel demand, such as Brent oil prices, cruise ships and airlines.
OmicronThe epidemic has severely hit oil prices and commodity prices (reducing production and living costs), which will inevitably delay the tightening of policies in Europe and the United States, lower long-term bond yields, and will be beneficial to the stock market to a certain extent.
The impact of the COVID-19 epidemic on the global economy and life has lasted for two years, and it will take time to end. Coupled with the frequent regulatory policies in various domestic industries (not conducive to education, the Internet, finance...), the rapid decline of new population (not conducive to real estate and infrastructure), and the promotion of dual carbon (continuous inflationary pressure and production cost pressure), it It is believed that there are many structural opportunities in the A-share market but there will be no comprehensive market conditions. At the same time, the financial management needs of ordinary residents, especially high-net-worth individuals , will passively focus on standardized assets (stocks or bonds) in the secondary market. Therefore, the structural opportunities are more extreme, and it is significantly more difficult for ordinary investors to make profits.Only through portfolio management based on fundamentals, the operation of a large-scale investment research team, and the abandonment of leverage thinking and short-term profiteering ideas, can we continue to obtain better returns with controllable risks in the long term.
The Macau Judicial Police Station confirmed the arrest of 11 suspects including a man surnamed Zhou.
admitted setting up an overseas gambling platform
The Macau SAR Government Judiciary Police held a special press conference today (28th) and confirmed that a 47-year-old man surnamed Zhou, a member of a criminal group, had been arrested. and the remaining 10 people. The relevant persons will be transferred to the Macau Procuratorate for investigation later. The relevant persons have admitted to setting up overseas gambling platforms and other activities.
Based on reports from Hong Kong's "Eastern Network", " Macau Daily " and other media, the Judicial Police of the Macau SAR Government held a special press conference on the 28th to announce the detection of a case involving illegal gambling and money laundering by a criminal group. The Judiciary Police stated that it received intelligence in August 2019 that illegal groups were using Macau to operate VIP room businesses, setting up gambling platforms overseas, and soliciting mainland residents to engage in illegal online gambling. These illegally obtained properties were transferred through VIP rooms in casinos. Accounts were transferred and concealed through illegal channels such as underground banks.
The Judicial Police conducted an in-depth investigation in April 2020 and took action in the early morning of the 27th when the time was right. They arrested 11 people in multiple residential units such as Dynasty and Coloane. The person concerned has admitted to setting up overseas gambling platforms and other activities, but refused to cooperate with the investigation of other details. During the operation, the police seized computers, servers, phones and 3 million Macau patacas , etc.
On the evening of the 26th, the Wenzhou Municipal Public Security Bureau issued a notice stating that in July 2020, the Wenzhou Municipal Public Security Bureau of Zhejiang Province opened a casino case for Zhang Ningning and others to investigate in accordance with the law. It has been found that a cross-border gambling criminal group headed by criminal suspect Zhou Zhuohua and Zhang Ningning and others as the backbone is suspected of committing the crime of opening casinos in China, and the circumstances are serious. Recently, the Wenzhou Municipal People's Procuratorate approved the arrest of criminal suspect Zhou Zhuohua in accordance with the law.
The Macau SAR Government issued a statement on the 227th stating that after receiving a notification from the relevant mainland authorities, the SAR police took the suspect surnamed Zhou and other persons involved to the police station for investigation in accordance with the law that morning based on the evidence obtained in previous criminal investigations. The SAR government reiterated in its statement that all personnel engaged in the gaming industry in Macau must strictly abide by the relevant laws and regulations of the country and Macau. Any behavior suspected of violating Macau laws and regulations will be investigated in accordance with the law and will not be tolerated.
This article comes from China Fund News
