must-read before the market opens丨my country will promote the development of mobile internet of things to "intelligent connection of all things"; the three major u.s. stock indexes closed up collectively
2024-09-12
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economic calendar:
20:15 the main refinancing rate of the european central bank in the euro area in september
20:15 eurozone september ecb deposit facility rate
20:15 eurozone september ecb marginal lending rate
20:30 initial jobless claims in the united states for the week ending september 7
20:30 number of people continuing to apply for unemployment benefits in the united states as of august 31
20:30 us ppi annual rate in august
on wednesday local time, the three major u.s. stock indexes closed higher, with the dow jones industrial average up 0.31%, the s&p 500 up 1.07% and the nasdaq up 2.17%.
technology stocks rose across the board, with apple up 1.12%, amazon up 2.73%, netflix up 1.17%, google up 1.78%, facebook up 1.39% and microsoft up 2.2%.
bank stocks were mixed, with jpmorgan chase up 0.78%, goldman sachs up 0.83%, citigroup down 1.16%, morgan stanley up 0.36%, bank of america down 0.71%, and wells fargo down 0.44%.
energy stocks fell across the board, with exxon mobil down 1%, chevron down 0.28%, conocophillips down 1.38%, schlumberger down 0.06% and occidental petroleum down 1.44%.
airline stocks were mixed, with boeing up 0.73%, american airlines down 1.91%, delta air lines up 2.01%, southwest airlines down 1.54%, and united airlines up 0.1%.
chip stocks performed strongly, with nvidia up 8.03%, its biggest one-day gain since august, broadcom up 6.75%, asml up 6.49%, amd up 4.9%, micron technology up 4.38%, intel up 3.56% and qualcomm up 3.02%.
popular chinese stocks generally rose, with the nasdaq china golden dragon index up 1.02%, zhongbei energy up 392.68%, shuodi biopharmaceuticals up 15.11%, canadian solar up 11.8%, beigene up 6.8%, zai lab up 6.26%, daqo new energy up 5.68%, ehang intelligent up 4.99%, acm semiconductor up 4.85%, jinkosolar up 4.6%, and zeekr up 3.9%; in terms of decline, bit digital fell 3.9%, and 21vianet fell 2.63%. chinese new energy vehicle stocks rose and fell, with nio up 2.28%, xpeng up 4.46%, and li auto down 0.1%.
►► the state council recently issued the "several opinions on strengthening supervision, preventing risks and promoting high-quality development of the insurance industry". it proposes to give full play to the long-term investment advantages of insurance funds. cultivate real patient capital and promote a virtuous cycle of funds, capital and assets. increase investment in strategic emerging industries, advanced manufacturing, new infrastructure and other fields to serve the development of new quality productivity. guide insurance funds to provide support for scientific and technological innovation, venture capital, rural revitalization, and the development of green and low-carbon industries.
►►according to the ministry of industry and information technology's micro-report, the ministry of industry and information technology issued the "notice on promoting the development of the mobile internet of things' intelligent connection". the "notice" is based on the development rhythm of the mobile internet of things industry and the current status of mobile internet of things applications in various industries and fields, and clarifies the development goals of the mobile internet of things. by 2027, the comprehensive ecosystem of the mobile internet of things based on 4g (including lte-cat1, i.e. 4g network with rate category 1) and 5g (including nb-iot, narrowband internet of things; redcap, lightweight) will be further improved with ubiquitous intelligent connection, security and reliability.
►►on september 11, the spokesperson of the ministry of commerce responded to the public's question about canada's announcement of additional tariffs on some chinese batteries and other products. she said that china urges canada to respect the facts, abide by wto rules, and not make the same mistake again. china will closely follow canada's subsequent moves and take all necessary measures to firmly safeguard the legitimate rights and interests of chinese companies.
►►according to cctv news, on the 11th, the reporter learned from the china securities regulatory commission that, with the support of multiple policies, mergers and acquisitions in my country's capital market are entering an "active period". data shows that since may 2024, a-share listed companies have disclosed 46 major asset restructuring projects, and 7 share issuance restructurings have been submitted to the china securities regulatory commission for registration. the person in charge of the relevant department of the china securities regulatory commission said that overall, the market-oriented reform of mergers and acquisitions has achieved positive results, and landmark mergers and acquisitions cases have emerged one after another, showing that "hard technology" companies are relatively active in mergers and acquisitions, helping technological innovation and resource integration.
►►the shenzhen local financial administration bureau publicly solicited opinions on the "implementation opinions of shenzhen on supporting the high-quality development of digital finance (draft for comments)". it mentioned that the work objectives are to deepen the digital transformation of financial institutions, continue to increase the intensity of digital transformation of financial institutions, make full use of the results of digital transformation to improve the convenience and competitiveness of financial services, and provide quality services for the development of the real economy. gather leading companies in the sub-sectors of financial technology, further enhance the ecological environment of the financial technology industry, and the development trend of digital finance continues to improve. continue to deepen the pilot of digital rmb, orderly carry out pilot projects of financial technology innovation supervision and capital market financial technology innovation, and the relevant results have driven the development of the industry to achieve significant results. strive to form more than 5 parks and characteristic buildings with digital finance as the development focus in the city by 2025.
►►on september 11, local time, data released by the u.s. bureau of labor statistics showed that the u.s. consumer price index (cpi) increased by 0.2% month-on-month in august and increased by 2.5% year-on-year before seasonal adjustment.
►►on september 11, local time, nvidia founder and ceo jensen huang defended nvidia's high server prices at a goldman sachs investment conference. he expects artificial intelligence to have a high return on investment, which can reduce costs and increase productivity for enterprises.
hainan haiyao, which has been listed for 4 consecutive days, has a stake in the company whose main business is cell preparation and storage.
hainan haiyao issued an announcement on abnormal stock trading fluctuations and risk warnings. currently, the company's shareholding company unicore is mainly engaged in human somatic cell preparation, storage, application technology research and drug development. its current main business is cell preparation and storage, and because unicore has been in the stage of r&d investment and market development, it has not yet made a profit.
otex: no major changes in internal and external business environment
otex released an announcement of unusual movements, stating that there is no need to correct or supplement the information disclosed previously; no recent public media reports have found undisclosed major information that may or has had a significant impact on the company's stock trading price; current business operations are normal, and there have been no major changes in the internal and external business environment; the controlling shareholder and actual controller have no major matters that should be disclosed but have not been disclosed.
dexin technology has been on the board for two consecutive days: there have been no major changes in the company's recent operating conditions and internal and external operating environment
dexin technology disclosed an announcement on unusual stock trading. after the company's self-examination, the company's current production and operation are normal. there have been no major changes in the company's recent operating conditions and internal and external operating environment. it is expected that the operating environment will not change significantly in the short term. in the first half of 2024, the competition in the new energy market in which the company is located is still fierce. affected by the industry cycle and downstream price wars, the company's sales of molds and cutters still declined to a certain extent. combined with the influence of multiple factors such as overcapacity and intensified competition in the industry, the company's business scale, order prices and order volumes have all declined to a certain extent, squeezing profit margins to a certain extent, resulting in a decline in the company's profitability. investors are kindly requested to pay attention to the risk of performance fluctuations.
dingxin communications: the warning period and final processing results are not yet determined
dingxin communications issued an unusual movement announcement that the company and its subsidiaries qingdao dingxin communications electric power engineering co., ltd. and qingdao dingxin communications technology co., ltd. received a blacklist warning from china southern power grid co., ltd. on july 29, 2024. the warning period and final processing results are not yet determined. investors are advised to pay attention to investment risks.
netda software: the company's current business is normal
netda software issued an announcement of unusual changes. after the company's self-inspection, the company's current business conditions are normal, there have been no major adjustments to the market environment and industry policies, there have been no major fluctuations in production costs and sales, and the internal production and operation order is normal. there are no major events that affect the abnormal fluctuations in stock trading prices, and there is no major information that should be disclosed but has not been disclosed.
rock shares: the actual controller of the company has been subject to criminal compulsory measures
yanshi shares announced that according to the police report, it has been verified that the company's actual controller han xiao has been subject to criminal compulsory measures because haiyin wealth management co., ltd. is suspected of illegal fund-raising crimes. han xiao is temporarily unable to perform the duties of the company's chairman, general manager and secretary of the board of directors, so the company's vice chairman chen qi will temporarily perform the duties of chairman and secretary of the board of directors. since all the shares held by the actual controller of the company have been frozen by the judiciary, the company is actively communicating with relevant government departments to form a new governance structure. during the transition period, the company will form an operating committee to perform the duties of the general manager on behalf of the company and jointly decide on the company's business development.
centaline securities:in august, the lithium battery sector performed weaker than the csi 300 index, mainly due to the decline in performance of the sector's sub-sectors and related targets, as well as the short-term pressure on prices in the sub-sectors. combining domestic and international industry dynamics, sub-sector price trends, monthly sales and industry development trends, the overall industry prosperity continues to improve. in the short term, we will continue to focus on the price trends of upstream raw materials, monthly sales and the implementation of industry regulations.
dongguan securities:the continued promotion of the old-for-new policy, coupled with the display of new models at the chengdu auto show, is expected to continue to stimulate the consumption potential of the auto market and continue the month-on-month growth trend of production and sales in august. the auto industry's promotion of production capacity overseas is expected to reduce the pressure of changes in overseas tariff policies, the international competitiveness of domestic brands is gradually enhanced, and exports are expected to maintain steady growth.
tf securities:the third quarter is entering a period of intensive release of new consumer electronics devices. we are optimistic about the order-increasing effect on the entire industry chain brought about by the unexpected market feedback on huawei’s mobile phones, and we are optimistic about the investment opportunities in the industry chain.
(this article comes from china business network)
