Performance of major indexes in Europe, America and Asia Pacific
Follow up comments
On Tuesday, European and American stock markets were mixed. In the United States, the three major stock indexes fluctuated. Among them, the Dow Jones industrial index closed at 36398.21, up 0.26%; The Nasdaq composite index closed at 15781.72, down 0.56%; The S & P 500 index closed at 4786.35, down 0.1%. In terms of industry, large technology stocks rose or fell, and Google fell 0.82%; After a sharp decline on Monday, the aviation sector rebounded on Tuesday, and American Airlines rose 2.04%; The new energy vehicle sector fell, and rivian fell 3.94%; Most of the popular Chinese stocks fell, and Angora League fell 18.41%. With the advent of the Christmas holiday, the Omicron mutant strain is spreading rapidly in the United States. According to the data of Johns Hopkins University, on December 28 local time, more than 500000 new cases were confirmed in the United States in a single day, the highest increase in new cases in a single day since the outbreak of covid-19. The market is digesting the impact of the epidemic on the future economic situation and financial markets. It is expected that US stocks will continue to fluctuate in the short term. It is suggested to pay attention to the sectors related to the economic cycle.
In Hong Kong, the three major stock indexes in Hong Kong fell collectively on Wednesday. Hang Seng Index closed at 23086.54, down 0.08%; Hang Seng China enterprise index closed at 8098.76, down 1.17%; Hang Seng Hong Kong Chinese enterprises index closed at 3917.17, down 1.02%. Industry sector, technology sector today fell more sharply, Kwai fell 5.52%; The pharmaceutical sector continued to decline, and Xiansheng pharmaceutical fell 8.82%.
Policy highlights
1. Turkish central bank: it will formulate policies to gradually control the inflation rate at the target level; Policy tools will be used in the most effective way to ensure the smooth operation of the monetary transmission mechanism; All aspects of the policy framework will be reassessed in the first quarter of next year in order to lay the foundation for sustainable price stability; Will closely monitor exchange rate movements and related risk factors, and continue to take necessary measures and use appropriate tools; The swap line with banks will be gradually reduced in 2022. (Wind)
2. Central Bank of Vietnam: monetary policy in 2022 aims to control inflation and support economic recovery. (Wind)
Company dynamics
1. Lgdisplay (034220. KS): the company will supply 120Hz refresh rate screen to Apple next year for high-end iPhone 14. (Wind)
2. Baidu (BIDU.O): Baidu Intelligent Cloud Kai released and upgraded 5 new products, covering carbon dioxide and carbon neutral, energy and power, industrial quality inspection, safety production and other fields. Two new products, zero carbon Park solutions and automotive industry solutions, took the lead. In addition, three core products have been upgraded, namely intelligent quality inspection lightweight version, safety production monitoring and early warning platform 2.0 and water industry solutions. (Wind)