must-read before the market: all three major u.s. stock indexes closed higher; spot gold hit a record high
2024-09-13
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on thursday local time, the three major u.s. stock indexes all closed higher, with the dow jones industrial average up 0.58%, the s&p 500 up 0.75% and the nasdaq up 1%.
most bank stocks fell, with jpmorgan chase down 0.28%, goldman sachs up 0.61%, citigroup up 0.06%, morgan stanley down 0.38%, bank of america down 0.59% and wells fargo down 4.02%.
energy stocks rose collectively, with exxon mobil up 1.39%, chevron up 0.98%, conocophillips up 0.33%, schlumberger up 0.56% and occidental petroleum up 0.64%.
chip stocks were mixed, with broadcom up 3.97%, nvidia up 1.92%, amd up 0.61%, qualcomm down 0.95%, and intel down 1.43%.
gold stocks performed strongly, with colderene mining up 18.96%, harmony gold up 8.3%, kinross gold up 6.83%, pan american silver up 6.27%, eldorado gold up 5.49% and barrick gold up 4.25%.
most of the popular chinese concept stocks fell, douyu fell 13.7%, beigene fell 7.05%, dajian cloud warehouse fell 6.11%, zai lab fell 4.45%, and zeekr fell 3.43%; in terms of gains, dingdong maicai rose 6.67%, pinduoduo rose 2.15%, and tal rose 1.98%. chinese concept new energy vehicle stocks fell across the board, with nio falling 5.54%, xpeng motors falling 5.69%, and li auto falling 3.58%.
►►according to xinhua news agency, xi jinping, general secretary of the cpc central committee, president of the state, and chairman of the central military commission, presided over a symposium on comprehensively promoting ecological protection and high-quality development in the yellow river basin in lanzhou, gansu province on the afternoon of the 12th and delivered an important speech. xi jinping emphasized that all regions and departments should conscientiously implement the party central committee's deployment and major measures on economic work, do a good job in economic work at the end of the third quarter and the fourth quarter, and strive to complete the annual economic and social development goals and tasks.
►►according to liaoning, on september 12, liaoning provincial party committee secretary and chairman of the provincial people's congress standing committee hao peng and provincial party committee deputy secretary and governor li lecheng met with china securities regulatory commission party committee secretary and chairman wu qing in shenyang. wu qing said that liaoning's full implementation of the three-year action plan for comprehensive revitalization and new breakthroughs has achieved remarkable results, which is very encouraging. the china securities regulatory commission will thoroughly study and implement the spirit of the third plenary session of the 20th cpc central committee and general secretary xi jinping's series of important instructions and instructions on the capital market, implement the new "nine national policies", further comprehensively deepen capital market reform, continuously improve the quality and investment value of listed companies, give full play to the functions of the multi-level capital market system, support enterprises to grow and develop through equity and debt financing, futures risk management and other channels, take multiple measures to activate the merger and reorganization market, and continuously improve the quality and level of services for scientific and technological innovation and new quality productivity, and make greater contributions to the high-quality development of liaoning's economy and society.
►►on september 12, the 2024 china international fair for trade in services opened. at the ministry of commerce's regular press conference on the 12th, he yongqian, spokesperson of the ministry of commerce, told the reporter of china business news that the ministry of commerce will promote the institutional opening of trade in services, promote the cross-border flow of resources such as talents, funds, technology, and data, promote innovation and development in key areas, expand the international market layout of trade in services, improve the support system for the development of trade in services, and hold the china international fair for trade in services with high quality. it will make new and greater contributions to accelerating the construction of a new open economic system at a higher level and promoting world economic growth.
►►on the 12th local time, the european central bank, headquartered in frankfurt, germany, decided to lower the deposit mechanism interest rate by 25 basis points to 3.5%; lower the refinancing rate by 60 basis points to 3.65%; and lower the marginal lending rate by 60 basis points to 3.9%.
►►the international energy agency (iea) released a monthly report stating that global oil supply will increase by 660,000 barrels per day in 2024 and 2.1 million barrels per day in 2025. global oil demand will achieve "modest" growth in 2025, with an increase of 950,000 barrels per day. oil demand growth has fallen to the lowest level since the epidemic.
►►according to xinhua news agency, at around 6:00 a.m. eastern time on the 12th (around 6:00 p.m. beijing time), two crew members of the u.s. "polaris dawn" space mission began taking turns to go out of the cabin. this was the world's first commercial spacewalk by non-professional astronauts.
►►the u.s. ppi rose 1.7% year-on-year in august, compared with 2.2% in the previous month.
►►south korea reportedly plans to lift its ban on short selling of all stocks in march (next year).
►►international oil prices rose by more than 3% on thursday as producers assessed the impact on u.s. gulf of mexico oil output after hurricane francine ravaged offshore oil-producing areas and was later downgraded to a tropical storm. the u.s. bureau of safety and environmental enforcement (bsee) said that more than 730,000 barrels per day (nearly 42%) of oil output in the gulf of mexico was shut down on thursday due to hurricane francine.
►►spot gold hit a new all-time high of $2,560 an ounce in late new york trading.
baobian electric: the integration of power transmission and transformation equipment business between china north industries group corporation and china electric equipment corporation is still in the planning stage
baobian electric issued an announcement on abnormal stock trading fluctuations. the company solemnly reminds investors that the integration of power transmission and transformation equipment business between china north industries group corporation and china electric equipment corporation is still in the planning stage. the relevant plan still needs to go through the internal decision-making process and obtain approval from the relevant competent authorities. the relevant matters are uncertain, so investors are advised to pay attention to the risks.
hanjia design: there is uncertainty in this transfer of control
hanjia design issued an announcement on abnormal stock trading fluctuations. as of the date of the announcement, the company has signed a share transfer agreement and a share pledge agreement for the cash acquisition of 51% of futai technology's shares and related transactions, which still need to be submitted to the company's shareholders' meeting for review. the company will strictly follow the approval procedures in accordance with relevant laws and regulations, and fulfill its information disclosure obligations in a timely manner. investors are kindly requested to pay attention to investment risks. the company's transfer of control rights still needs to pass the compliance confirmation of the shenzhen stock exchange and go through the share transfer registration procedures at china securities depository and clearing co., ltd. there is uncertainty as to whether this transfer of control rights can be approved or ratified and when it will be finally approved or ratified.
shuangcheng pharmaceutical: there is uncertainty as to whether major asset restructuring can be successfully implemented
shuangcheng pharmaceuticals issued an unusual announcement, and the company's recent operating conditions and internal and external operating environment have not changed significantly. the company is planning a major asset reorganization, intending to purchase 100% of aola shares by issuing shares and paying cash, and intending to issue shares to raise supporting funds. this transaction is expected to constitute a related transaction, a major asset reorganization, and not a reorganization listing. this reorganization still needs to go through the internal decision-making procedures and must be approved by the competent regulatory authorities before it can be implemented. there is uncertainty as to whether it can be successfully implemented.
huayang lianzhong: the company's main business is to provide internet marketing services to customers
huayang lianzhong issued an announcement on abnormal stock trading fluctuations. the company's main business is to provide internet marketing services to customers. the company's current production and operation are normal, the market environment and industry policies have not undergone major adjustments, production costs and sales have not fluctuated significantly, and the internal production and operation order is normal.
guangan aizhong: company director zhang jiulong was investigated and detained
guangan aizhong announced that the company received a notice letter from sichuan aizhong development group co., ltd. on september 12, and the company's director zhang jiulong was investigated and detained. as of the date of disclosure of the announcement, the company's other directors, supervisors and senior executives performed their duties normally, the board of directors performed relevant duties in accordance with the law, and the company's production and operation management were all normal. this matter will not have a significant impact on the company's daily production and operation.
guotai junan securities:the performance pressure of the coal sector in the first half of 2024 has been basically released. since the beginning of 2023, the continuous decline in coal prices has led to a decline in the industry's roe, which is expected to bottom out in the second and third quarters of 2024. in the future, driven by the increasingly clear bottom and center of industry prices, the cyclicality of the coal industry will weaken, the profit predictability and stability of the dividend leaders will be stronger, and the "dividend" investment idea will continue.
guojin securities:we continue to be optimistic about foldable screens, and the innovative sub-tracks will continue to deliver performance. we will pay attention to the follow-up of competitor models and sales data. compared with candy-bar phones, hinges and flexible screens are the main incremental costs of foldable screen phones. we recommend paying attention to dongmu co., ltd., a hinge and shaft target, and screen-related oled, utg glass, oca optical glue and other suppliers.
centaline securities:in the future, the overall stock index is expected to remain volatile, and we still need to pay close attention to changes in policies, funds and external factors. we recommend that investors pay attention to investment opportunities in software development, medical services, power grid equipment and home appliances in the short term.
(this article comes from china business network)
