\u3000\u3000? Follow up comments
On Monday, European stock markets fell collectively, with Germany's DAX index closing at 14731.12, down 2.07%; France CAC40 index closed at 6788.34 points, down 2.04%; The FTSE 100 index closed at 7484.33, down 0.39%; The Russian MOEX index fell 10.56% in one day, the largest one-day decline since March 2014. On the news, in the early morning of February 22 Beijing time, Russian President Vladimir Putin signed a presidential decree recognizing the people's Republic of Donetsk and the people's Republic of Lugansk, and signed a treaty of friendship, cooperation and mutual assistance between Russia and the people's Republic of Donetsk and the people's Republic of Lugansk. Subsequently, the United States announced financial sanctions against Russia. According to the latest news from Agence France Presse, France, the rotating presidency of the European Union, said it would impose sanctions on Russian entities and individuals. Recently, the increased uncertainty of geopolitical risks has triggered the spread of market panic, the rise of risk aversion, the continuous rise of international precious metals and oil prices, and Brent crude oil futures exceeded US $97 / barrel for the first time since September 2014. From the current news, the duration of the geopolitical game may be longer than the market expectation, and the market will still maintain the momentum of shock in the short term.
In Hong Kong, the three major stock indexes in Hong Kong fell collectively on Tuesday. Hang Seng Index closed at 23520 points, down 2.69%; Hang Seng China enterprise index closed at 8270.69, down 2.19%; Hang Seng Hong Kong Chinese enterprises index closed at 4318.75, down 0.97%. In terms of industry, consumption, medicine and finance sectors fell deeply today. In terms of individual stocks, Smallworld fell 8.18%, Qiming medical fell 11.47% and Hang Seng Bank fell 10.24%. On Monday, US stocks were closed.
\u3000\u3000? Policy highlights
\u3000\u30001. Central Bank of the Philippines: the governor of the central bank said that the Philippines still has room to adjust interest rates and should not worry about the slight depreciation of the Philippine Peso. (Wind)
\u3000\u30002. Sweden's central bank: Central Bank vice governor freden said there was no sign that inflation began to accelerate; The later the response to inflation that begins to deviate from long-term sustainable levels, the stronger the central bank must raise or lower interest rates when it takes action. (Wind)
\u3000\u3000? Company dynamics
\u3000\u30001. Haidilao (6862. HK): the HKEx announced that compared with the net profit of about 310 million yuan in 2020, it is expected to record a net loss of about 3.8 billion yuan to 4.5 billion yuan in 2021; Compared with the revenue of about 28.6 billion yuan in 2020, the revenue in 2021 is expected to exceed 40 billion yuan, an increase of more than 40%. (Wind)
\u3000\u30002. Tesla (tsla. O): Tesla Shanghai Co., Ltd. announced that from now on, it will recall some domestic model 3 (12003 vehicles) and model y (14044 vehicles) electric vehicles produced from December 28, 2020 to January 15, 2022, with a total of 26047 vehicles. (Wind)