title: 【财经期刊FM-Radio｜2021年01月20日】
微信公众号： 张良信息咨询服务工作室
【今日热点新闻一览↓↓】
纳指涨超1.5%，中概大涨，腾讯音乐涨21%，金银油回涨，以太币新高。
资金加速涌入港股，南向资金净流入超261亿元，再创新高。
张小龙微信十周年演讲：下一个十年，视频，直播，创新项目都是微信的关键词。
耶伦财长任命听证会：相信市场决定汇率，支持电动车，考虑发行50年期美债，疫情时期暂不考虑加税。
拜登提名美国证监会主席Gary Gensler，为《多德-弗兰克法案》起草人之一，是美国20年来最激进的监管者。
奈飞四季度盈利不及预期，但营收和付费用户净增超预期，总用户突破2亿大关，预计今年实现盈亏平衡，盘后大涨10%。
固收业务拖累，美国银行四季度净利下滑28%，营收不及预期；高盛四季报大超预期，营收破百亿、净利猛增153%。
去年11月，中国六个月首度增持美债，海外投资者一年累计买美股创新高。
通用汽车大涨10%创新高，拜登有望力挺电动汽车，携手微软等投资20亿美元。
媒体称欧盟可能最快下周批准波音737 Max复飞。
疫情重挫，欧洲2020年汽车销量下降24％，创有史以来最大降幅。
越南股市崩跌，跌停个股创纪录，交易所瘫痪。
美国新冠死亡超40万；不过各地新冠病例有下降态势。
市场概述
下任美国财长耶伦力挺大规模经济支持，投资者期待拜登*出台更多刺激经济，华尔街大行财报显示复苏信号，通货再膨胀交易回暖，美股在能源和科技股带领下反弹。纳指涨超1.5%，六大科技股齐涨，奈飞盘后涨超10%；道指涨超110点，成份股波音涨超3%；标普能源板块涨2%；电动汽车股涨，小鹏汽车涨超10%；中概ETF涨超5%，腾讯音乐涨21%。欧股重启跌势。美元指数跌离一个月高位，比特币盘中跌超1800美元，以太坊上测1440美元。黄金走出一个半月低谷。布油终结两连跌摆脱逾一周低谷。美债一度止跌回涨。
市场收报
美股：标普500涨幅0.81%。道琼斯涨幅0.38%。纳斯达克涨幅1.53%。
欧股：欧洲STOXX 600指数收跌0.19%。德国DAX 30指数收跌0.24%。法国CAC 40指数收跌0.33%。英国富时100指数收跌0.11%。
A股：沪指收报3566.38点，跌0.83%，成交额4674亿元。深成指收报15003.99点，跌1.74%，成交额5737亿元。创业板指收报3084.49点，跌2.05%，成交额1980亿元。
黄金：COMEX 2月黄金期货收涨0.6%，报1840.20美元/盎司。
原油：WTI 2月原油期货收涨0.62美元，涨幅1.18%，报52.98美元/桶，上周累涨逾0.2%。布伦特3月原油期货收涨1.15美元，涨幅2.10%，报55.90美元/桶。
比特币：CME比特币期货BTC主力合约报36580美元，较周一涨2.68%，盘中交投于36180-38155美元区间。
ETF：标普500 SPY收涨0.79%，纳斯达克100 QQQ收涨1.46%，黄金GLD收涨0.85%，金矿GDX收涨1.04%，白银SLV收涨1.87%，美国原油基金USO收涨1.16%，中国科技ETF-Guggenheim CQQQ收涨5.77%。
海外疫情
全球累计确诊逾9650万例，死亡206万例。
Worldmeters单日新增病例：美国12.2万，印度1.3万，巴西6.1万，俄罗斯2.1万，英国3.3万。
美国新冠死亡超40万；不过各地新冠病例有下降态势。
媒体称德国要将防疫*延至2月14日。
要闻详情
科创50跌超2.5% 工程机械光伏汽车跌幅靠前 部分热门股跌停
Kechuang 50 fell more than 2.5%,construction machinery photovoltaic cars fell among the top, some popularstocks fell
午后抱团白马股走弱，沪深300指数持续下探，银行、券商冲高回落。
In the afternoon, Baotuan’s White Horsestocks weakened, the Shanghai and Shenzhen 300 Index continued to fall, andbanks and brokerages rose and fell.
重要信号：张坤大幅调仓？买白酒的要小心了！
Important signal: Zhang Kun’slarge position adjustment? Be careful when buying liquor!
虽然已经连跌5天了，但目前，中证白酒指数的市盈率还有57.15，历史百分位99.11%，比过去99.11%的时间都要贵。
Although it has been falling for 5consecutive days, the current price-earnings ratio of the China SecuritiesLiquor Index is still 57.15, the historical percentile is 99.11%, which is moreexpensive than the past 99.11%.
科技股大涨！港股成交量超3000亿港元 创六年新高
Technology stocks soar! Thetrading volume of * stocks exceeds HK$300 billion, a six-year high
科技股领涨大市，地产、医疗、金融、消费品板块走强，安踏体育、舜宇光学科技、比亚迪电子、中金公司、港交所等均创新高。大市放量成交超3000亿港元，创2015年以来高位；南向资金净流入超261亿元，再创历史新高。
Technology stocks led the market. The realestate, healthcare, finance, and consumer goods sectors strengthened. AntaSports, Sunny Optical Technology, BYD Electronics, CICC, and * StockExchange all reached new highs. The market’s heavy trading volume exceededHK$300 billion, a record high since 2015; the net inflow of southbound fundsexceeded 26.1 billion yuan, a record high.
逾2000亿港元资金过香江！南下资金加快疯抢港股
More than 200 billion *dollars have passed through *! Going south to speed up the rush for* shares
继周一南下净买入资金突破200亿港元之后，周二南下速度更快，午后开盘17分钟就已超过200亿港元，距离港股收盘还有半小时就超过周一全天规模。今年以来的每一天，南下都有百亿之巨。
Following Monday’s southbound net purchaseof more than 20 billion * dollars, the speed of southward moves waseven faster on Tuesday. It exceeded 20 billion * dollars at the opening17 minutes in the afternoon, and it was half an hour before the * stockmarket closed to exceed the full-day scale of Monday. Every day this year,there are tens of billions going south.
微信下一个十年靠什么？张小龙回应一切
What will WeChat rely on in thenext decade? Zhang Xiaolong responds to everything
目前每天有10.9亿用户打开微信，1.2亿人发朋友圈，3.6亿人进入公众号，4亿用户使用小程序。张小龙用“连接”和“简单”描述微信十年。下一个十年，视频，直播，创新项目都是微信的关键词。他希望，未来微信依然是一个小而美的产品，不做数字的奴隶。
Currently, 1.09 billion users open WeChatevery day, 120 million people post to Moments, 360 million people enter theofficial account, and 400 million users use mini programs. Zhang Xiaolong used"connection" and “simple” to describe WeChat for ten years.In the next ten years, video, live broadcast, and innovative projects will allbe keywords for WeChat. He hopes that in the future WeChat will still be asmall and beautiful product, not a slave to numbers.
耶伦财长任命听证会：相信市场决定汇率，支持电动车，考虑发行50年期美债 Yellen TreasurySecretary Appointment Hearing: Believe that the market determines the exchangerate, support electric vehicles, consider issuing 50-year US bonds
市场高度关注耶伦对美国债务水平和美元的观点。问答环节开始后，美元指数跌幅重新扩大至0.3%，美债收益率先跌后涨，美股涨幅收窄后重新扩大，耶伦在关键问题上的表态与市场预期基本相符，称疫情时期暂不考虑加税。
The market pays close attention to Yellen’sviews on the level of US debt and the dollar. After the Q&A session began,the decline in the U.S. dollar index re-expanded to 0.3%, U.S. bond yieldsfirst fell and then rose, and U.S. stocks narrowed and then expanded again.Yellen’s statement on key issues is basically in line with market expectations,saying that it will not be considered during the epidemic. Increase taxes.
华尔街和比特币颤抖吧！美国20年来最激进的监管者要来了
Wall Street and Bitcoin areshaking! America’s most radical regulator in 20 years is coming
拜登提名的美国证监会主席GaryGensler正是当年《多德-弗兰克法案》的起草人之一，华尔街视他为头号死敌。
Gary Gensler, the chairman of the USSecurities Regulatory Commission nominated by Biden, was one of the drafters ofthe Dodd-Frank Act, and Wall Street regarded him as the number one enemy.
奈飞四季度付费用户净增超预期 预计今年实现盈亏平衡 盘后大涨10% | 财报见闻 Netflix’s netincrease in paying users in the fourth quarter exceeds expectations, and isexpected to achieve breakeven this year, with a 10% increase after the market |financial reports
奈飞公布的财报显示，虽然该公司四季度盈利不及预期，但营收和付费用户净增超预期，总用户突破2亿大关。此外，奈飞预计2021年大体能实现盈亏平衡，且预计一季度盈利将超分析师预期。奈飞股价盘后大涨10%。
According to the financial report releasedby Netflix, although the company’s fourth-quarter profit fell short ofexpectations, its revenue and net growth in paying users exceeded expectations,with total users exceeding the 200 million mark. In addition, Netflix expectsto achieve breakeven in 2021, and expects first-quarter earnings to exceedanalyst expectations. Netflix shares rose 10% after the market.
固收业务拖累 美国银行四季度净利下滑28% 营收不及预期｜财报见闻
Fixed-income business drags downBank of America’s fourth-quarter net profit down 28%, revenue falls short ofexpectations |
美银四季度利润下滑28%，但略好于市场预期；公司称董事会已批准一季度29亿美元的股票回购计划，这是美联储指导方针允许的上限。
Bank of America’s fourth-quarter profitfell 28%, but slightly better than market expectations; the company said theboard of directors has approved a $2.9 billion stock repurchase plan for thefirst quarter, which is the upper limit allowed by the Federal Reserveguidelines.
营收破百亿、净利猛增153%！高盛四季报大超预期丨财报见闻
Revenue breaks 10 billion and netprofit soars by 153%! Goldman Sachs Four Seasons Report Surpasses Expectations丨 Earnings Report
全球市场在四季度的活跃，令高盛在股票承销和股票交易上赚得盆满钵满。此外在营业成本和坏账拨备同比减少的情况下，高盛四季度净利润大幅增长。
The global market’s activity in the fourthquarter enabled Goldman Sachs to make a lot of money in stock underwriting andstock trading. In addition, with the year-on-year decrease in operating costsand bad debt provisions, Goldman Sachs’ net profit in the fourth quarterincreased significantly.
11月美国市场猛“吸金”：中国六个月首度增持美债海外投资者一年累计买美股创新高 The global market’s activity in the fourthquarter enabled Goldman Sachs to make a lot of money in stock underwriting andstock trading. In addition, with the year-on-year decrease in operating costsand bad debt provisions, Goldman Sachs’ net profit in the fourth quarterincreased significantly.
去年11月中国增持90亿美元，增幅为主要海外持债国中最多，持仓终结五个月连降，走出近三年低谷，但日本连续四个月减持。11月海外投资者买入美股规模为单月第二高，连续第七个月买入。
In November last year, China increased itsholdings by US$9 billion, the largest increase among the major overseasdebt-holding countries. Its holdings ended a five-month consecutive decline,out of a three-year trough, but Japan reduced its holdings for four consecutivemonths. In November, foreign investors bought the US stocks the second highestin a single month, and they bought for the seventh consecutive month.
通用汽车大涨10%创新高 拜登有望力挺电动汽车携手微软等投资20亿美元
General Motors soars 10% to newhigh, Biden is expected to support electric vehicles, and Microsoft, etc.invest 2 billion US dollars
通用汽车控股的Cruise同微软达成战略合作，运用微软云服务帮助推出自动驾驶服务。耶伦称，拜登希望打造“强劲的”电动汽车市场。电动汽车股周二普涨，小鹏和理想汽车均曾涨超10%。
Cruise, controlled by General Motors, hasreached a strategic cooperation with Microsoft to use Microsoft cloud servicesto help launch autonomous driving services. Yellen said Biden hopes to create a"strong" electric vehicle market. Electric car stocks generally roseon Tuesday, with Xiaopeng and Ideal Motor both rising more than 10%.
疫情重挫！欧洲2020年汽车销量下降24％，创有史以来最大降幅
The epidemic has plummeted!Europe’s car sales fall by 24% in 2020, the largest drop in history
欧洲汽车制造商协会表示，去年欧洲新车登记数量减少了300万辆，降幅为23.7％。创1990年有纪录以来的最大年度跌幅。
The European Automobile ManufacturersAssociation stated that the number of new car registrations in Europe droppedby 3 million last year, a drop of 23.7%. The biggest annual decline sincerecord in 1990.
越南股市崩跌！跌停个股创纪录，交易所瘫痪！发生了什么？
The Vietnamese stock marketcrashed! The limit-down stocks set a record and the exchange was paralyzed!what happened?
在周一未能站上1200点大关后，越南基准股指胡志明指数（VN INDEX）于周二暴跌，创下历史纪录。二十年来，越南股市从未出现今天这般惨烈的抛售，卖出指令飙升导致交易所崩溃近半小时。仅早盘的成交额就相当于今年日均成交额的总和。
After failing to reach the 1,200 mark onMonday, the Ho Chi Minh Index (VN INDEX), the benchmark stock index of Vietnam,plummeted on Tuesday, setting a record. In the past two decades, the Vietnamesestock market has never seen such a tragic sell-off today. The soaring sellorders caused the exchange to collapse for nearly half an hour. The turnover inearly trading alone is equivalent to the sum of the average daily turnover thisyear.
中国资讯——地区及产业
1、LED | TrendForce旗下光电研究处发布报告，由于LED芯片面临结构性缺货，部分厂商已陆续调涨非核心客户和低毛利产品的芯片价格，预估涨幅大约5%至10%。
据了解，苹果、三星等品牌大厂均计划在今年推出全面搭载Mini LED背光显示的产品，供应链提前从去年第四季开始拉货，使Mini LED芯片需求量暴增，进而挤压了常规芯片的产能供给，部分型号与规格的现货已不足，引发涨价趋势。华灿光电拟募资15亿元，投入Mini/Micro LED与第三代半导体GaN研发项目；三安光电是全球LED芯片生产龙头，实现了产业链全方位布局。
2、锂电池 | 据报道，近日头部磷酸铁锂材料厂封盘不报价，原因是订单非常饱满，拿到的订单也在“挑肥拣瘦”，且正在酝酿2月新一轮提价。
此前碳酸锂价格上涨导致磷酸铁锂厂商成本端承压，若后续涨价落实，将理顺原材料涨价传导机制，叠加2021年磷酸铁锂需求增长80%，优质供给紧缺。德方纳米目前拥有磷酸铁锂8万吨产能，1月18日再与宁德时代合建8万吨产能，总产能远超同行。丰元股份4.2亿元投资磷酸铁锂项目，规划产能10000吨/年，一期3000吨已经量产，二期7000吨产线建设正在快速推进。湘潭电化旗下湖南裕能新能源材料有限公司主营磷酸铁锂等锂离子电池材料，拟建年产1万吨纳米级磷酸铁锂产线。
3、煤炭 | 近期国内动力煤价格大幅上涨。1月19日动力煤报1037.50元/吨，与去年12月30日807.50元/吨相比上涨了37.29%，与11月初609.75元/吨相比上涨了69.35%，寒冬以及外贸因素刺激煤炭价格持续走高。
业内认为，受多轮寒潮影响以及出口订单火热，工业、居民用电激增，电厂对动力煤的需求较大。目前全国多地大幅降温进一步推升耗煤需求，电厂持续高负荷、低库存，加大购煤力度，高增的需求对保供形成一定压力。总体来看，需求保持高位，供给端则仍偏紧，产地及港口动力煤价强势运行。行业供需结构持续改善下，相关煤电产业链公司望受益。A股相关概念股主要有冀中能源（、晋控煤业等。
4、数字经济 | 1月19日，抖音支付已在抖音APP内正式上线，除支付宝和微信支付外，用户可在支付时选择抖音支付。日前，抖音替代拼多多，成为2021年春晚独家红包互动伙伴。
据权威数据，我国去年移动支付规模保守估计将超过600万亿，而且还在高速增长。研究表明，移动支付可使消费频次增长23%以上，从而起到拉动内需的作用。移动支付在改变我们生活方式的同时，也带动了移动电子商务、餐饮外卖、共享出行、O2O等一大批新业态的产生，这些新业态改变了产业结构，为中国经济转型发展提供了增长动力。A股相关概念股主要有华软科技、先进数通、银信科技等。
今日见闻历
1月20日，星期三，宜尝试
2020年1月20日，A股首家“同股不同权”公司诞生，云计算服务商优刻得在科创板挂牌上市。
今日要闻前瞻
中国LPR利率。加拿大央行决议。英国、欧元区12月CPI。联合健康、宝洁、摩根士丹利财报。
作者：张良信息咨询服务工作室
Author: Zhang information consulting services studio
链接：https://www.zzw868.cn/ https://www.zzw868.com/
著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。
The copyright belongs to the author. For commercial reprints, please contact the author for authorization. For non-commercial reprints, please indicate the source.
风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。
Risk Warning: The opinions mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. Buy and sell accordingly at your own risk.
来源：华尔街见闻
Source: Wall Street