Follow up comments
Most European and American stock markets fell last Friday. In the United States, the three major stock indexes rose and fell. The Dow Jones Industrial Average closed at 35601.98, down 0.75%; The NASDAQ index closed at 16057.44, up 0.40%; The S & P 500 index closed at 4697.96, down 0.14%. In terms of industry, the covid-19 epidemic spread rapidly around the world in the past week, and the epidemic situation in Europe worsened. On Friday, the international oil price fell collectively. The December contract of CNPC closed at $75.68/barrel, down 3.48%, and the January contract of oil distribution closed at $78.45/barrel, down 3.43%. Affected by the new round of covid-19 epidemic, the traditional energy sector in the United States fell collectively on Friday, and Schlumberger fell 5.71%; The financial sector continued to weaken, and Wells Fargo fell 2.12%; Moderna and Pfizer have successively announced the approval of the U.S. Food and drug administration (FDA) approval for enhanced vaccination of covid-19 vaccine boosted the strength of anti epidemic concept stocks. On the whole, the restrictive measures introduced in Europe have aroused market concerns about the prospect of global economic recovery. Combined with the continuous rise of global inflation, it is expected that the stock markets in Europe and the United States will continue to fluctuate in the short term. In Hong Kong, the three major stock indexes in Hong Kong fell collectively on Monday. Hang Seng Index The number closed at 24951.34, down 0.39%; Hang Seng China enterprise index closed at 8929.78, down 0.46%; Hang Seng Hong Kong Chinese enterprises index closed at 3841.32, down 0.29%. In terms of industry, the pharmaceutical sector fell deeply, and minimally invasive medicine fell 7.16%; The growth of education sector expanded, and New Oriental online rose by 23.04%. With the successive layout of adult education and vocational education by education listed companies, it is expected that there is still room for improvement in relevant sectors in the future.
Policy highlights
1. Central Bank of Brazil: the central bank governor said that the market expects global inflation to rise further. （Wind）
2. European Central Bank: banks’ actions on climate risk are not close to expectations. （Wind）
Company dynamics
1. Boeing (BOE. L): the company is further slowing down the production of 787 dream aircraft. The defects being solved will not pose safety concerns for the 787 dream aircraft currently flying. (wind)
2. Tesla (tsla. O): according to the company’s official website in China, the price of domestic model 3 rear wheel drive version has been increased by 15000 yuan to 250900 yuan. At present, the delivery time is the first quarter of next year. (wind)
