社区

- Three Chinese telecommunications companies said on Friday they will be delisted by the New York Stock Exchange in line with U.S. investment restrictions dating to last year.In separate announcements earlier on Friday, China Mobile Ltd; China Unicom and China Telecom Corp said they expect the NYSE to notify regulators of their delistings after the companies unsuccessfully appealed the move.The companies said their delistings will be effective 10 days after the exchange files a Form 25 to the U

Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros

首先说声抱歉，隔了这么久没有更新， 一来，在五一假期里确实没有什么重大的情报出现，二来呢，市场仍然是延续着我们此前的预期在走：比如黄金的见底反弹，美股大盘的高位赶顶，农产品的持续飙涨，另外还有铜，铁等大宗商品牛市的盛世依旧；中间虽有小幅的波折吧，但在今天之前，你不会因为我们此前的分析而遭受什么损失。 但是接下来呢，情况已经悄悄发生了改变。 比如说最近的非农数据，比如说耶伦此前突然的放鹰，这些都已经在潜移默化的影响着盘面的走势，只是其中有着复杂的逻辑背景，需要给你来梳理清楚，花5分钟读完这篇分析，我们保证你的交易方向会更加的明确。 首先聊聊这个非农闹剧吧。 本来是爆了个大冷门，20多万的非农就业人数，远远不及预期的100多万的数字，失业率仍然达到了6.1%. 也远高于预期的5.8%，和流行病之前500多万的就业增量来说，还有上百万的坑没有填上： 这么差的劳动力市场，怎么美股不跌反涨？黄金为什么没有一飞冲天？而仅仅是尝试了1830的阻力位后就触顶回落接着磨叽呢？ 其实也没啥奇怪的，真相就是：对于现在的政策态度和宏观数据，市场并不买单。这次的非农数据可以当成一个笑话来看，并不需要那么过度解读。 公布出来的非农数据是严重扭曲失真的， 第一，26.6万的就业人数，很可能是假象，而真正在工作的人数有可能大于这个数字， 第二，非农数据的疲弱并不能表现出经济复苏的放缓，实体经济的岗位需求仍然强劲。很多岗位的坑没法填补，原因很简单，你拜登政府1万个亿的刺激发下去，每周不工作可以白拿300美金的补助，谁乐意去干活呢？ 第三，即便是真实的就业数据仍不及预期，还是对消费，对投资，对外贸产生不了很大的负面影响。为啥？民众手里有钱，消费这个马达不会出现问题，大量的资金发下去，也必然有一部分热钱脱实入虚，财政刺激下，投资不会出现问题，外贸上，美国的政治影响力不能小看，所以贸易账没有问题，现在能决定经济

Seven IPOs are slated to raise $1.6 billion in the week ahead, led by private mortgage insurance companyEnact Holdings.The largest deal of the week,Enact Holdings plans to raise $497 million at a $3.6 billion market cap. Being spun out of Genworth Financial, Enact is a leading private mortgage insurance company in the US, with a 17% share of the market in 2020. The company saw a 60% increase in new insurance written during the year, though COVID-19 has caused higher delinquencies and losses.Cros