新的一月新的开始💪
上周末两个比较重要的消息, 一个是领导继续喊话全面注册制, 一股两制的分裂局面很快就会改变, 第二个是可转债规则的改变, 日内翻倍要成为绝唱。🤣但后面依旧会有转债的周期行情, 来的火热, 去得冷漠, 毕竟“华尔街没有新鲜事”外围疫情持续恶化, 英国英格兰已经进行二次全境封锁!
“沪港”股票市场 IPO融资获佳绩, 只是万里长征第一步。其中高新科技政府发力, 民间企业研发有大差距, 依靠自身, 也靠政府。
美国大选方面: 由于今年无党派中间选民将是摇摆州不确定性因素, 包括隐性阶层人士、年轻人力量等参投.....
标500(SPY)再见大空头, 美股难道要用双头来迎接下一位总统吗?
早盘倾向| Biden win, but..... Biden ahead in polls
A series of polls released yesterday show Democratic nominee Joe Biden leading President Donald Trump both nationally and in battleground states, though some state races remain extremely close. Trump has been on a whistle-stop rally tour of crucial states, and today speaks in North Carolina, Pennsylvania, Michigan and Wisconsin. With very high numbers of mail-in ballots to process, there are already signs that counting in battleground states may not be complete until several days after the vote.
欧洲疫情再次封城| 美原油↓
再度大跌, 日线级别连续4日下行, 创5月内新低, 现报34.56美元/桶, 跌幅约3.6%,囙市场预测Trump 或将连任美国总统, 这将导致美国经济刺激规模可能缩小, 短期看不利于美国经济的复苏, 利空原油。11月份是基金届新年度重新开始部署的重要战略! 多家艮行喜欢白灯/Biden
🇺🇸Investors are hoping for a clear presidential and Senate election outcome to end the UGLY 🤣October sell-off🥵
The week ahead is full of risks for markets, and the best hope is for a clear outcome in the close and contentious presidential election.
Even if a winner is known for the presidency, the fate of Senate control may still be unclear and that is perhaps the most important determinant of whether policy can be enacted by either presidential candidate.
The Fed meets Wednesday and Thursday, and while it is not expected to take action, if the election outcome roils markets, it will ramp up its soothing commentary and its commitment to easy policy.
October’s employment report is expected Friday, and there is a rush of earnings news with dozens of companies reporting.
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