各位早~ 早报君先带大家看看过去24小时全球市场个股热点。银行板块中，摩根大通跌0.76%，建设银行跌0.57%，花旗跌0.21%，农业银行跌0.31%；医药板块中，强生跌0.22%，辉瑞跌0.55%，诺华跌1.17%，联合健康跌0.21%；通讯板块中，谷歌涨0.4%，腾讯、脸书涨1.17%，中国移动涨2.66%；科技板块中，微软涨0.25%，台积电涨1.41%，甲骨文涨0.06%，阿斯麦跌0.22%；消费板块中，亚马逊跌0.01%，美团涨2.28%，特斯拉跌2.49%；贵州茅台跌0.5%，宝洁涨0.21%。
> >. In the bank section, Morgan Chase has fallen by 0.76%, in the construction bank by 0.57%, in the flag by 0.21%, in the agricultural bank by 0.31%; in the pharmaceutical plate by 0.22%, in the Pfizer by 0.5%, in the Novak by 1.21%, in the joint health by 0.21%; in the communications section, by 0.44%, in the google by 0.4%, in the face by 1.17%, in China by 2.66%; in the technology by 0.25%, in the desktop by 1.41%, in the Oracle by 0.06%, in the Asma by 0.2%; in the consumption panel by 0.01%, in the United States by 2.28%, in the United States by 2.49%, in the United States by 0.5%, in the United States of China by 0.5%, in the United States.
美股方面，周三，三大股指全数收跌，道指跌0.48%，纳指跌0.03%，标普500指数跌0.29%。美联储会议纪要暗示将讨论收紧货币政策，预计通胀水平会随着时间的推移而减弱。区块链板块重挫；有色金属、能源、航空板块走低。热门中概股涨跌参半，网易、哔哩哔哩、京东、小鹏汽车涨超1%；唯品会跌超10%，蔚来汽车跌超2%。
On Wednesday, , , , , , , , , , , , ,
再回顾一下全球其他市场的行情，A股周三，三大指数涨跌不一，沪指收跌0.51%报3510点，深成指涨0.23%报14484点，创业板指收涨0.8%报3114点。盘面上，受“拜登宣传1740亿美元电动汽车扶持计划”消息刺激，汽车整车板块大涨；钢铁、煤炭、石油等周期板块走强；锂电池、光伏、芯片等概念活跃；金融股、券商板块走弱。港股因佛诞节假期，周三休市一天，今日正常开市。
global other markets > > >
全球主要资产价格方面，WTI 6月原油期货收跌2.13美元，跌幅3.25%，报63.36美元/桶。布伦特7月原油期货收跌2.05美元，跌幅2.98%，报66.66美元/桶。COMEX 6月黄金期货收涨0.7%，报1881.50美元/盎司。加密货币方面，比特币重回39000美元/枚上方，日内跌幅收窄至不足10%。此前一度跌破30000美元/枚。以太坊重返2800美元/枚上方，日内跌幅收窄至17%。
In respect of major global asset prices of , the crude oil future fell by $2.13 in June, or by 3.25 per cent, or $63.36 per barrel. Brent's crude oil future fell by $2.05 in July, by 2.98 per cent, and by $66.66 per barrel. COMEX's gold future increased by 0.7 per cent in June, for $1881.50 per ounce. In respect of encrypted currency, / strong < strong < strong < strong < strong < strong < span < span < span > to 39,000 United States dollars/barrep >, and by less than 10 per cent per day.
昨日至今早又有哪些值得关注的事情呢？一起来看看吧
What's the interest between yesterday and this morning? Let's take a look at it.
1. 比特币狂跌30%后暴力反弹：女股神、马斯克发声力挺，加密货币交易所恢复服务
1. Violence rebounds after 30% of Bitcoin falls: goddess, Musk sounds strong, encrypted currency exchange restores service
比特币等数字货币在暴跌后上演暴力反弹。此前纷纷“出问题”的加密货币交易所逐渐恢复正常，女股神、马斯克也发声力挺。比特币目前已经收复大部分失地，回升至3.9万美元上方。昨日全球加密货币市场，24小时内近48万人爆仓，金额达380亿。
Digital currencies like bitcoin rebounded violently after their collapse. The previously “problematic” crypto-currency exchange was gradually back on its feet, with femininity and masquerading. Bitcoin has now recovered most of the lost ground, returning to over $390 million. Yesterday, the global encrypted currency market, > nearly 480,000 people exploded in a 24-hour period, amounting to 3.8 billion.
2. 美联储会议纪要，如果经济继续快速增长，讨论缩减购债规模是合适的
Summary of the Federal Reserve meeting, if the economy continues to grow rapidly, it would be appropriate to discuss reducing the size of the purchase debt
美联储会议纪要显示，如果经济继续快速增长，讨论缩减购债规模是合适的。美国经济仍然远未实现FOMC的（就业和通胀）目标，距离取得实质性进展还要一段时间。经济发展的道路将在很大程度上取决于疫情的发展。由于基数效应，通胀将在近期升至2%以上；经济前景面临的风险不像之前几个月那么高；在短期效应消退后，通胀会有所缓解。
The minutes of the Federal Reserve meeting show that it is appropriate to discuss reducing the size of the purchase debt if the economy continues to grow rapidly. The United States economy is still far from achieving the FOMC’s (employment and inflation) goals, with substantial progress being made. The path to economic development will depend largely on the evolution of the epidemic. Inflation will rise to more than 2% in the near future because of base effects.
3. 证监会约谈私募投资人叶飞
3.
上周，私募投资人叶飞在社交平台爆出“黑料”，点名9家上市公司和3家券商涉嫌操纵股价。19日下午，证监会约谈了叶飞。
Last week, the private investor Leaf blew up a “black piece” on a social platform, naming nine listed companies and three coupons suspected of manipulation of stock prices. In the afternoon, the SEC interviewed Ye Fei.
4. 头部公募启动自查或开会宣导，摸查旗下基金产品是否涉“举报门”相关事项
4. Head fund-raising to initiate self-censorship or conduct a conference to see if the Fund's products under the flag involve matters related to the "whistle-blower"
就叶飞爆料事件所涉及内容，目前已有不少公募启动自查，摸查旗下基金经理管理产品过程中是否存在不合规行为，这其中包含不少管理规模排名前十的头部基金公司。另部分基金公司已在内部发了宣导邮件，提醒投研合规操作。
has initiated self-censorship in the context of the Ye Foo Blast incident to check whether there has been any irregularities in the management of the products by the fund manager under the flag, which includes the top ten fund companies in the top ten management rankings. A number of other fund companies have sent internal guidance mail alerts on compliance.
5. 中芯国际拟推股票激励计划
5.
中芯国际在港交所披露限制性股票激励计划，拟发行数量7565万人民币股份，约股本总额的0.96%；拟首次授予的激励对象不超4000人，约占公司员工总数23.05%。
The restricted equity incentive scheme disclosed by , disclosed by
6. 华为回应网传可能入股北汽极狐，称没有此事
6.
针对华为欲入股北汽蓝谷旗下的极狐汽车，华为相关工作人员表示没有此事。华为在与北汽极狐品牌的合作中，以HuaweiInside模式提供全栈智能汽车解决方案，该模式下，双方推出首款车型极狐阿尔法S华为HI版，该车型已在上海车展亮相，华为的角色是部件供应商。
does not say anything about the Vulcan Fox car under the Blue Valley flag. In its collaboration with the North Vulcan Vulture Inside, China offers the Huawaei Inside model, under which both sides launch the first-style Alpha S-HI version, which has been featured in the Shanghai Car, with the role of component supplier.
7. 专家认为赛格大厦摇晃系多因耦合
7. Experts believe that the Sage Building is multi-factory .
专家初步认为造成赛格广场大厦震颤的原因是多种因素耦合，主要是风的影响，还有地铁运行和温度的影响。该报告仅是初步调查结果，专家组仍在进一步调查中。另据专业机构持续监测显示，赛格大厦倾斜率等各项监测结果远低于规范标准。
The experts initially believe that the shock of the Sage Square building was caused by a combination of factors, mainly the effects of wind, and the effects of subway operations and temperature. The report is only a preliminary finding, which the Group is still investigating further. Monitoring results, such as the Sage Building tilt rate, are, according to continuous monitoring by professional bodies, far below the norm.
8. 京东第一季度营收同比增长39%
b>8.
京东第一季度营收2032亿元，同比增长39%；一季度经调整净利润40亿元；净服务收入增长至279亿元，同比大增73%，其中物流及其他服务收入同比增长超过109%。截至3月底，年度活跃用户数近5亿，同比增长29%，创历史最大同期增幅。
At the end of March, the annual number of active users had increased by nearly 500 million, compared to 29 per cent in the same period.
9. 房地产供应链融资受严管？业内未收通知 但ABS早已收紧
9. Real estate supply chain finance is tightly regulated? Unnotified within the industry, but ABS has already tightened
对于网传“协会明确要求全行业均不得开展房地产供应链类项目，单一类或集合类项目均不可。”业内人士表示，关注到上述传闻，但均未收到此类通知或窗口指导。监管对房地产供应链去年就已有窗口指导，房地产类供应链ABS储架规模最多20亿元，已获批储架的可以继续滚动发行，但新申请已经很难获批。
refers to a web-based communication that “the Association explicitly requires that no real estate supply chain type projects be carried out by industry as a whole, and no single or pooled type of projects.” Industry sources have expressed concern about the above-mentioned rumours, but no such notification or window guidance has been received. Regulatory guidance has been available for real estate supply chains since last year, with the size of the real estate supply chain ABS shelf of up to $2 billion, which can continue to be rolled out in bulk storage shelves, but new applications are difficult to obtain.
10. 富途控股第一季度营收22.05亿元，远超预期
10. Rich Holdings collected $2.205 billion in the first quarter, far more than expected
富途控股第一季度营收22.05亿元人民币，市场预估14.92亿元；净利润11.62亿元，市场预估6.61亿元；摊薄后每ADS盈利8.02港元，市场预期4.75港元，去年同期1.22港元。一季度富途牛牛注册用户数达1420万，去年同期840万。
In the first quarter of the year, the
11. 贵州茅台回应“未来提价计划”
11. Guizhou Maotai responded to the “future pricing plan”
贵州茅台董事李静仁19日回应“未来提价计划”时表示，提价涉及诸多因素，需充分听取多方意见，认真综合研究。董事长高卫东表示，目前自营公司销售占比已大幅提升，接下来，还将根据市场需求继续增加网点设置。初步考虑今年年度股东大会将延续去年的售酒方式。
In response to the “future price increase plan” on 19th, Kotai Director of Guizhou, Lee Jing-in said that price increases involved a number of factors and required a thorough and comprehensive study. The Chairman of the Board said that the share of sales in self-owned companies had now increased significantly, and that the network would continue to grow in line with market demand. Preliminary consideration would be given to this year's Shareholders' Conference to continue last year's liquor sales.
12. 长安与华为打造的高端品牌本月发布，未来有独立上市计划
12. The high-end brand created by Chang An-hwa was launched this month.
重庆长安汽车股份有限公司与华为、宁德时代联手打造的高端新能源品牌（AB品牌）即将亮相。有传言称，AB品牌将会包含在长安新能源公司资产包里，未来将独立上市。
Chongqing Changyan Motors Co. Ltd., in conjunction with the Chinese and Ningde eras, is about to shine. Rumor has it that the AB brand will be included in the GLAN New Energy asset pack and will be listed independently in the future.
13. 豫园股份拟不超100亿元参与设立合伙企业投资航空实体企业
13.
豫园股份公告，公司拟联合公司关联方、航空产业战略投资者等，共同设立合伙企业并以该等合伙企业投资航空实体企业。
Prospectively announces the company's intention to establish a partnership and invest in the business of the aviation entity in such partnerships as the related parties of the company, strategic investors in the aviation industry, etc.
14. 招商银行全资子公司招银欧洲获准设立
14.
招商银行公告，全资子公司招银欧洲获准设立，公司将推动招银欧洲尽快开业运营。公告称，设立招银欧洲将对推进本公司国际化发展，完善境外机构布局，提升跨境金融服务能力发挥重要作用。
15. 内蒙古设立虚拟货币“挖矿”企业举报平台
15. Inner Mongolia, a virtual currency “mining” business reporting platform was established
举报主要范围有四项：虚拟货币“挖矿”企业；伪装成数据中心享受税收、土地、电价等方面优惠政策的虚拟货币“挖矿”企业；为从事虚拟货币“挖矿”企业提供场地租赁等服务的企业；通过非法手段获取电力供应，从事虚拟货币“挖矿”业务的企业。
16. 通富微电：大基金拟减持不超2%公司股份
16. Access to micro-electricity: Large Fund intends to lose not more than 2% of company shares
通富微电公告，持股17.13%的股东国家集成电路产业投资基金计划在本减持计划公告发布之日起15个交易日后的6个月内，以集中竞价方式减持持有的公司股份不超过26,580,738股（即不超过公司股份总数的2%）。
17. 我国疫苗对变异毒株仍有效
17. Our vaccine still works for mutant strains
截至17日，全国每百人接种新冠疫苗29.89剂次。本轮出现疫情的辽宁、安徽，每百人接种剂次低于全国水平。专家介绍，我国灭活疫苗对南非、英国、巴西变异株仍有保护效果，对印度变异毒株目前测试来看也有效。
As of 17 years, 29.89 doses per 100 inhabitants of the country have been vaccinated. Liao Ning, An engraved, with fewer doses per 100 inhabitants than the national level. Experts report that our anti-cancer vaccine still has protective effects on the mutagenicity strains in South Africa, the United Kingdom, and Brazil, and is currently being tested for the virulent strains in India.
1. 国常会加强期现货市场联动监管
1. Countries regularly strengthen joint futures market regulation
国务院常务会议表示，要部署做好大宗商品保供稳价工作，保持经济平稳运行，强调加强期现货市场联动监管，排查异常交易和恶意炒作。依法严查哄抬价格特别是囤积居奇等。另会议强调，加大再贷款再贴现支持普惠金融力度，引导银行扩大信用贷款；督促重点煤炭企业在确保安全前提下增产增供。
The State Council Standing Meeting expressed the view that it was important to deploy substantial commodity price-fixing efforts to keep the economy stable, emphasizing the strengthening of futures and spot market linkages, screening unusual transactions and malicious ploys. Strict scrutiny of prices, especially the hoarding of quirks, was required by law. The meeting also stressed the need to increase refinancing to support inclusive finance and to direct banks to expand credit lending; and urged priority coal enterprises to increase production and supply in the context of ensuring security.
2. 央行官员称国际化条件下央行将放弃汇率目标
2. Central bank officials claim that under internationalization, central banks will abandon exchange rate targets
中国央行金融研究所所长周诚君表示，人民币国际化条件下，中国中央银行最终要放弃汇率目标。人民币在中长期内将持续对美元升值。截至19日，人民币兑美元中间价报6.4255，调升102个基点。
The Director of the Central Bank of China Financial Research Institute, Zhou Chengjun, said that, under the internationalization of the renminbi, the Central Bank of China would eventually abandon exchange rate targets. The renminbi would continue to appreciate against the United States dollar in the medium and long term. As of 19 September, the renminbi would be offered a median price of 6.4255 against the dollar, raising it to 102 basis points.
3. 2020年城镇非私营单位就业人员年平均工资97379元
3. Average annual wage of urban non-private sector employees in 2020 is $97379
2020年全国城镇非私营单位就业人员年平均工资为97379元，比上年增加6878元，名义增长7.6%，增速比2019年回落2.2个百分点。扣除价格因素，2020年全国城镇非私营单位就业人员年平均工资实际增长5.2%。城镇非私营单位就业人员平均工资增速为1984年以来最低点。
In 2020, the average annual wage of non-private wage earners in towns and cities was $97379, an increase of $6878 over the previous year, representing an increase of 7.6 per cent in nominal terms and a decline of 2.2 percentage points from 2019. The average annual wage of non-private wage earners in towns and cities was 5.2 per cent in real terms in 2020, net of price factors. The average wage of non-private wage earners in towns and cities was the lowest since 1984.
4. 两市融资余额增加54.34亿元
4. The financing balance of the two municipalities increased by $5.434 billion
截至18日，上交所融资余额报8085.87亿元，较前一交易日增加15.21亿元；深交所融资余额报7241.69亿元，较前一交易日增加39.13亿元；两市合计15327.56亿元，较前一交易日增加54.34亿元。
5. 全国房贷平均利率“四连涨”，深圳自去年6月以来首次上涨
5. Average interest rate on national mortgages “four consecutive increases”, Shenzhen rose for the first time since June last year
2021年5月，全国首套房贷款平均利率为5.33%，环比上涨2BP；二套房贷款平均利率为5.61%，环比上涨2BP。一线城市的北京和上海地区继续维持原来的水平不变，深圳开始上涨。自2020年6月起，深圳首套房贷利率主流水平一直维持为4.95%，平均水平为4.98%。
In May 2021, the average interest rate for the first housing loan was 5.33 per cent for the whole country, an increase of 2BP for the ring; the average interest rate for the second housing loan was 5.61 per cent for the ring and an increase of 2BP for the ring. The Beijing and Shanghai regions of the first-line cities continued at the same level and Shenzhen began to rise. Since June 2020, the mainstream interest rate for the Shenzhen first housing loan has remained at 4.95 per cent and the average has been 4.98 per cent.
1. 光伏硅料每吨报价已达20万元大关
1. Prices per ton of photovoltaic silicon have reached $200,000.
本周国内单晶复投料价格区间在17.4-20万元/吨，成交均价为19.44万元/吨；单晶致密料价格区间在17.2-19.8万元/吨，成交均价为19万元/吨。硅业分会分析称，本周价格延续涨势运行，其中复投料、单晶致密料、单晶菜花料成交均价都有不同程度上涨，且最高价和最低价之间的价差较大。
2. 国内钢材市场全线下跌
2. Full-line decline in the domestic steel market
国内钢材市场全线下跌，唐山普方坯出厂价下跌170报5300元/吨。预估5月中旬建材日均成交量约18万吨，明显低于5月上旬的30.5万吨。分析称，由于前期钢价过快上涨，当前市场恐高情绪蔓延，加之南方雨季来临，下游采购意愿较弱，投机性需求大幅减少，钢市仍处于下跌态势。
The domestic steel market fell across the line, and Tangshan’s price fell by 170 to 5300 yuan per ton. It is estimated that construction materials will reach an average volume of about 180,000 tons per day in mid-May, which is significantly lower than the 305,000 tons in early May. Analysis reports that the current market is afraid of high-level sentiment as a result of the rapid rise in steel prices in the previous period, combined with the onset of the southern rainy season, a weak willingness to buy downstream, a sharp decline in speculative demand and a downward trend in the steel market.
3. 芯片交货周期达17周，创下新高
3. Chip delivery cycle of 17 weeks, resulting in a new height of
根据Susquehanna Financial Group的研究，4月份芯片的交货周期（从订购到交货的时间）延长到了17周，是该公司2017年开始跟踪该数据以来的最长等待时间。
4. 供应增长持续，猪价仍处下行周期
4. Supply growth continues, and hog prices continue to follow a downward cycle .
5月第1周全国猪料比价为7.04，环比下降3.16%。按目前价格及成本推算，未来生猪养殖头均盈利为270.25元，相比此前猪价高位时头均两三千元的盈利水平，明显已大幅缩水。猪价会出现震荡行情，短期内存在窄幅回暖的可能性。但基于目前市场情况及周期规律来看，本轮猪周期的下行趋势仍未休止。
In the first week of May, the price of pig food fell by 3.16%. At current prices and costs, future pig-breeding heads are profitable at 270.25, which is a significant decrease compared to the previous high prices of two or three thousand dollars. Pig prices can be shaken and there is a short-term possibility of narrow warming. But based on current market conditions and cyclical patterns, the downward trend in the cycle of the pig cycle has not stopped.
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