title: 【财经期刊FM-Radio｜2021年01月26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↓↓】
科技股闪跌引发美股盘中跳水，纳指标普最终收涨，道指三连阴，悦刻高涨熄火，游戏驿站盘中一度暴涨140%后回吐全部涨幅。
全球确诊破亿，加州放松居家令，美国确诊首例最早发现于巴西的新冠变异毒株。
*在世界经济论坛“达沃斯议程”对话会上特别致辞。
腾讯周一冲上760港元历史新高，有看涨期权合约狂飙903倍。
富时罗素：科创板股票最快3月22日进入旗舰指数。
上海楼市调控打出组合拳，法拍房纳入限购。
中国黄金发行价4.99元，李子园发行价20.04元，均预计1月27日发行，太和水发行价43.30元，预计1月28日发行。
20名上海政协委员建言：上交所应尽快股份制改造，择机上市。
华为手机业务也要卖？华为回应：完全没有出售计划。
芯片厂第二轮涨价潮来了，联电打响第一枪；台积电将优先产汽车芯片，据称考虑上调价格高达15%。
快手IPO价格区间105-115港元，估值或超4300亿港元；招股书显示日活微涨，电商GMV持续上涨。
拜登签署行政令，将致力于重建美国支柱，将用电动汽车取代联邦*现有用车。
美国参议院投票，确认耶伦为美国财长。
医用手套巨头贺特佳：上季净利狂增728%，预计供不应求将持续数年。
市场概述
周一美股早盘跳水，三大指数一度均跌超1%，最终纳指四日收盘连创新高，特斯拉、苹果和微软齐创收盘新高，盘中均曾转跌。早盘曾涨超140%的游戏驿站短线转跌。上周五涨超140%的中概电子烟第一股悦刻跌近3%，盘初涨近20%。泛欧股指创近三周新低。美元指数两连涨，比特币一度涨近3000美元。黄金三个月来首次三连跌。伦铜三连阴。欧美国债续涨。
市场收报
美股：标普500指数涨幅0.36%。道琼斯跌幅0.12%。纳斯达克涨幅0.69%。
欧股：欧洲STOXX 600指数收跌0.83%。德国DAX 30指数收跌1.66%。法国CAC 40指数收跌1.57%。英国富时100指数收跌0.84%。
A股：沪指收报3624.24点，涨0.48%，成交额5273亿元。深成指收报15710.19点，涨0.52%，成交额6810亿元。创业板指收报3355.24点，跌0.09%，成交额2373亿元。
黄金：COMEX 2月黄金期货收跌约0.1%，报1855.20美元/盎司。
原油：WTI 3月原油期货收涨0.50美元，涨幅0.95%，报52.77美元/桶，上周累跌将近0.30%。布伦特3月原油期货收涨0.47美元，涨幅0.85%，报55.88美元/桶，上周累涨逾0.50%。
比特币：CME比特币期货BTC主力合约报32665美元，较上周五跌2.72%，盘中交投于34930-32035美元区间，上周累跌逾6.5%。
ETF：标普500 SPY收涨0.39%，纳斯达克100 QQQ收涨0.83%，黄金GLD收涨0.09%，金矿GDX收跌0.11%，白银SLV收跌0.46%，美国原油基金USO收涨1.02%，中国科技ETF-Guggenheim CQQQ收涨1.72%。
海外疫情
全球累计确诊逾1亿，死亡214万。
Worldmeters单日新增病例：美国10.9万，俄罗斯1.9万，英国2.2万，西班牙3.8万。
加州放松居家令，将允许餐馆重开；纽约州也准备好放松。
拜登对来自南非的大多非美国公民实施入境禁令；延长对欧盟和英国的旅行限制。
美国确诊首例感染发现于巴西的新冠肺炎变异毒株的病例。
要闻详情
*在世界经济论坛“达沃斯议程”对话会上的特别致辞
Special address by Xi * atthe “Davos Agenda” Dialogue of the World Economic Forum
国家主席*表示，我们既要把握当下，统筹疫情防控和经济发展，加强宏观经济政策支持，推动世界经济早日走出危机阴影，更要放眼未来，下决心推动世界经济动力转换、方式转变、结构调整，使世界经济走上长期健康稳定发展的轨道。
President Xi * said that we must notonly grasp the current situation, coordinate epidemic prevention and controland economic development, strengthen macroeconomic policy support, and promotethe world economy to emerge from the shadow of the crisis as soon as possible,but also look to the future and be determined to promote the transformation ofthe world economy’s power, mode, and structure. Adjustments have put the worldeconomy on the track of long-term, healthy and stable development.
港股科技股火爆！腾讯涨超10% 中芯国际涨超10% 恒大汽车暴涨60%
* stocktechnology stocks are hot! Tencent rose more than 10%, SMIC rose more than 10%,Evergrande Motor soared 60%
恒生指数收涨2.41%，恒生科技指数站上1万点关口，日内涨超4%，腾讯大涨10%，恒大汽车大涨超60%。
The Hang Seng Index closed up 2.41%, theHang Seng Technology Index stood above the 10,000 point mark, rising more than4% in the day, Tencent rose 10%, and Evergrande Motor rose more than 60%.
火爆！市值一天猛增7000亿！腾讯是“南下”风口最大的猪？
Hot! The market value soared by700 billion a day! Is Tencent the pig with the biggest "southward"trend?
微信收入持续增长的前景、全球游戏市场份额不断提高以及企业客户业务的增长，使得腾讯俨然成为了南下风口最大的猪。尽管腾讯控股周一冲上了760港元历史新高，但期权市场依然热情高涨，押注该股将很快突破800港元。腾讯可能创出史上最大单月涨幅，有看涨期权合约周一狂飙90300%。
The prospect of continued growth in WeChatrevenue, the continuous increase in global game market share, and the growth ofcorporate customer business have made Tencent the biggest pig in the south.Although Tencent Holdings hit a record high of HK$760 on Monday, the optionsmarket is still enthusiastic, betting that the stock will soon exceed HK$800.Tencent may record the largest monthly increase in history, with a call optioncontract soaring 90,300% on Monday
上海楼市调控打出组合拳 法拍房纳入限购
Shanghai property marketregulation hits a combination fist, French auction house is included inpurchase restriction
公拍网司法拍卖页面显示，竞买人参与竞买法拍房的，应当事先确定在本市具有购房资格，也就是单身限购一套，家庭限购二套。
According to the judicial auction page ofthe public auction network, bidders who participate in the bidding of forensicauction houses should be determined in advance to be eligible to purchase housesin this city, that is, singles are limited to buying one set and families arelimited to buying two sets.
三只热门A股新股首发招股书：中国黄金、李子园、太和水本周来袭！
Three popular A-share IPOprospectuses: China Gold, Liziyuan, and Taiheshui are coming this week!
央企中国黄金将A股普通股发行价定在每股4.99元，股东中有茅台身影的甜奶饮料龙头李子园发行价为每股20.04元，均预计于1月27日在上交所发行，太和水发行价为每股43.30元，预计将于1月28日在上交所发行。
The central state-owned company China Goldhas set the issue price of A-share ordinary shares at 4.99 yuan per share. LiZiyuan, the leader in sweet milk beverages with Moutai among its shareholders,has an issue price of 20.04 yuan per share. Both are expected to be issued onthe Shanghai Stock Exchange on January 27. Taihe The water issue price is 43.30yuan per share and is expected to be issued on the Shanghai Stock Exchange onJanuary 28.
20名上海政协委员建言：上交所应尽快股份制改造，择机上市
20 Shanghai CPPCC memberssuggested: The Shanghai Stock Exchange should reform the shareholding system assoon as possible and choose the opportunity to go public
据澎湃新闻，委员们建议组建上海交易所集团，择机进行上市，并积极推动国际化的各项互联互通与资本市场双向开放进程。
According to The Paper, the committeemembers suggested that the Shanghai Stock Exchange Group should be formed, theopportunity to go public, and the process of various internationalinterconnections and the two-way opening of the capital market should beactively promoted.
华为手机业务也要卖？回应来了，华为：完全没有出售计划
Huawei’s mobile phone businessshould be sold The response came, Huawei: No sales plan at all
据澎湃新闻，1月25日，针对手机业务出售传闻，华为回应称完全没有出售手机业务的计划，华为将坚持打造全球领先的高端智能手机品牌，努力为消费者提供卓越的产品体验和服务。此前曾有消息在网络流传，华为正在考虑出售手机业务，方式与荣耀基本类似。
According to The Paper, on January 25, inresponse to rumors of the sale of its mobile phone business, Huawei respondedthat it has no plans to sell its mobile phone business at all. Huawei willinsist on building the world’s leading high-end smartphone brand and strive toprovide consumers with excellent product experience and services. Earlier, therewas news circulating on the Internet that Huawei is considering selling itsmobile phone business in a similar way to Honor.
芯片厂第二轮涨价潮来了！联电打响第一枪
The second round of price hikesfor chip factories is coming! UMC fired its first shot
晶圆代工厂联电拟于春节后调高报价，涨幅最高达15%。下游封测厂日月光投控、京元电等也由于产能同步吃紧而有意涨价。
The foundry UMC plans to increase itsquotations after the Spring Festival by up to 15%. Downstream packaging andtesting plants ASE Investment Control and KYEC also intend to increase pricesdue to the simultaneous tight production capacity.
缺芯危机当前 台积电将优先产汽车芯片 据称考虑上调价格高达15%
In the current coreshortage crisis, TSMC will give priority to producing automotive chips,allegedly considering raising prices by up to 15%
媒体称，台积电等*芯片代工厂考虑上调芯片价格，以车用芯片为主，最快2月下旬实施。此前媒体称，联电拟于春节后调高报价，最高涨15%。德国、美国和日本*都因芯片短缺向*请求增产。
According to the media, * chipfoundries such as * Semiconductor Manufacturing Co., Ltd. are consideringraising the price of chips, focusing on automotive chips, which will beimplemented as early as late February. Previously, the media stated that UMCplans to increase its quotation after the Spring Festival by up to 15%. Thegovernments of Germany, the United States and Japan have all asked * toincrease production due to chip shortages.
电子烟行业火了！龙头股4天狂涨逾400%，80后创始人身家超越刘强东
The electronic cigarette industryis on fire! Leading stocks soared by more than 400% in 4 days, the founder ofthe post-80s generation surpassed Liu Qiangdong
尽管雾芯科技仅成立约3年，但已成为中国排名第一的电子烟。创始人汪莹当前持有价值约248亿美元，超过李书福、王健林、刘强东等多位知名企业家。
Although Fogcore Technology has only beenestablished for about 3 years, it has become the number one electroniccigarette in China. Founder Wang Ying currently holds a value of approximately24.8 billion US dollars, surpassing many well-known entrepreneurs such as LiShufu, Wang Jianlin, and Liu Qiangdong.
快手IPO价格区间105-115港元 估值或超4300亿港元
Kuaishou IPO price range of105-115 * dollars, valuation may exceed 430 billion * dollars
快手招股在本周进行，或将于2月5日正式挂牌。上市估值将介于4337亿至4750亿港元，行使绿鞋机制后估值最多可增至约4813亿港元。快手更新招股书：日活微涨，电商GMV持续上涨。日活增长乏力下，电商GMV的飞速增长成为快手最大的亮点。
Kuaishou IPO will take place this week, orwill be officially listed on February 5. The valuation of the listing will bebetween 433.7 billion to 475.0 billion * dollars, and the valuation canincrease to approximately 481.3 billion * dollars after the use of thegreen shoe mechanism. Kuaishou updated the prospectus: Daily activity roseslightly, and e-commerce GMV continued to rise. With weak daily activitygrowth, the rapid growth of e-commerce GMV has become the biggest bright spotfor Kuaishou.
A股的所有问题都只有一个原因：这是个牛市！
All the problems of A shares haveonly one reason: this is a bull market!
为什么业绩不变，股价却越长越快？为什么疫情恶化市场无影响？为什么银行补涨，指数没见顶？因为现在是牛市啊！
Why is the performance unchanged, but thestock price is getting longer and faster? Why the worsening of the epidemic hasno impact on the market? Why did the bank make up the rise and the index didnot peak? Because it’s a bull market now!
牛市新纪录！公募基金持股市值破5.2万亿，占全市场8%，七家公司持股超2000亿 New record for thebull market! The value of the stock market held by public funds exceeded 5.2trillion, accounting for 8% of the total market, and seven companies held morethan 200 billion shares
5万亿基金行业配置大曝光！房地产遭遇连续第四个季度减持，金融行业获得增持 The 5 trillion fund industryconfiguration is exposed! Real estate suffered a fourth consecutive quarterlyreduction, and the financial industry gained an increase
多空通杀！游戏驿站盘中一度暴涨140%后回吐全部涨幅
Multi-space kill! The gamestation once soared 140% in intraday trading and then gave up all the gains
游戏驿站（GME）的史诗级逼空周一继续，盘中一度大涨140%，最高触及159.18美元，较去年4月低点2.57美元累涨超60倍，今年迄今也已翻六倍。此后该股盘中回吐日内全部涨幅、一度转为下跌。最终收盘上涨约18%，收于76.79美元。
The epic short-squeeze of the Game Station(GME) continued on Monday, with an intraday surge of 140%, reaching a maximumof $159.18, a cumulative increase of more than 60 times from the low of $2.57in April last year. It has also increased six times so far this year. Sincethen, the stock gave up all the intraday gains and turned into a decline. Thefinal closing rose by about 18%, to close at 76.79 US dollars.
重振制造业 拜登下令力挺美国造 加拿大和欧洲要慌了
Reinvigorating manufacturing,Biden ordered to support the United States, Canada and Europe panic
拜登*官员称，周一的新行政令是基于美国制造是拜登*经济战略核心的想法。拜登签署行政令时称，将致力于重建美国支柱，将用电动汽车取代联邦*现有用车。
Biden administration officials stated thatMonday’s new executive order is based on the idea that American manufacturingis the core of the Biden administration’s economic strategy. When Biden signedthe executive order, he stated that he would work to rebuild the pillars of theUnited States and replace existing vehicles used by the federal government withelectric vehicles.
医用手套巨头贺特佳：上季净利狂增728%，预计供不应求将持续数年丨财报见闻 Medical glovegiant He Tejia: Net profit surged by 728% last quarter, and short supply isexpected to continue for several years.
贺特佳认为疫情的阴霾不可能很快散去，未来数年公司的收入和盈利都有保障。但摩根大通却认为，由于疫苗的广泛接种，以及去年可能有买家囤货形成大量的手套库存，投资者应尽快减持手套股。He Tejia believes that the haze of the epidemic is unlikely to dissipatesoon, and the company’s revenue and profitability will be guaranteed in thenext few years. However, JPMorgan Chase believes that due to the widespreadvaccination of vaccines and the possibility of buyers hoarding a large amountof glove inventory last year, investors should reduce their holdings of glovestocks as soon as possible.
中国资讯——地区及产业
1、充电桩 | 25日发布的《2021年上海市为民办实事项目》提出，今年上海地区将新增1万个公共充电桩、15个出租车充电示范站、10个共享充电桩示范小区；为500个住宅小区新增电动自行车充电设施。
点评：华安证券郑小霞指出，保守情形下估算，2025年新能源车保有量约为1500万至1600万辆。若保持3:1的充电桩装配比，目前为150万台，未来5年新增充电桩空间约为350万台，行业有望迎来增速拐点。特锐德拥有全球最大的充电桩平台，在建及上线运营充电桩数量行业第一；盛弘股份的充电模组与充电桩产品在社会投建充电桩市场保持领先市占率。
2、锂电池 | 25日，国内多家碳酸锂企业上调产品价格。其中，新余国兴锂业的电池级和工业级碳酸锂均较22日涨价7000元/吨，报价分别为72000元/吨、68000元/吨；科达洁能的电池级和工业级碳酸锂涨价5000元/吨。
点评：国信证券认为，本轮碳酸锂行情主要由需求主导驱动，之后有望叠加澳洲锂辉石矿山产能出清，原料锂辉石价格启动推动碳酸锂和氢氧化锂价格共振，行业景气度有望持续提升。雅化集团子公司雅安锂业年产2万吨电池级碳酸锂（氢氧化锂）生产线已正式全面投产；永兴材料年产1万吨电池级碳酸锂项目和120万吨/年锂矿石高效选矿与综合利用项目都将投产。
3、固态电池 | 25日，新能源车品牌赛力斯召开电动车上市发布会，推出续航超千公里量产增程电动车。赛力斯还表示，今年固态电池将量产装车。另悉，国家知识产权局近日公布了比亚迪在电池领域的多款专利，其中两项与固态电池有关。
点评：开源证券王珂认为，固态电池具备突出的安全性和能量密度优势，未来有望快速发展，倒逼现有的液态电池体系变革升级，推动锂电池工艺设备不断迭代，有利于先导智能等企业。国元证券彭聪认为，为了匹配高能量密度，负极材料将向金属锂负极过渡，大幅增加锂用量，有利于赣锋锂业[002460.SZ、01772.HKEX]等企业。
4、半导体 | 据报道，据供应链透露，晶圆代工厂联电（UMC.US）拟于农历年后再度调高报价，涨幅最高达15%。联电已通知12寸客户，因产能太满，必须延长交期近一个月。下游封测厂日月光投控、京元电等也因芯片产出后对封测需求大增，产能同步吃紧，也有意涨价。
点评：供应链指出，去年开始，疫情催生宅经济大爆发，带动笔记本电脑、平板、电视、游戏机等终端需求大增，加上5G应用渗透率扩大，尤其5G手机半导体的含量较4G手机高三、四成，部分芯片用量更是倍增。伴随多镜头趋势，导致电源管理IC、驱动IC、指纹辨识芯片、图像感测器（CIS）等需求大增，这些芯片主要采用8寸晶圆生产，导致8寸晶圆代工供不应求势态延续。尽管部分芯片商将微控制器（MCU）、WiFi及蓝牙等芯片转至12寸晶圆厂生产，但并未解决8寸晶圆代工供应不足的状况，反而使得晶圆代工产能不足的问题延伸至12寸晶圆代工，包括55纳米至22纳米产能都告急，市场大缺货。A股相关概念股主要有华润微、中环股份等。
5、卫星互联网 | 美国东部时间1月24日10点，美国太空探索技术公司SpaceX在美国佛州卡纳维拉尔角成功完成“运输者1号”发射任务。这次发射所使用的“猎鹰9号”火箭携带了143颗卫星进入太空，这数量占目前在轨卫星总数的5％。不仅刷新了美国一箭多星发射纪录，更是打破了印度在2017年创下的单次发射火箭携带卫星数量最多的世界纪录。
点评：此前，SpaceX曾计划于2019年至2024年之间，在太空搭建由约1.2万颗卫星组成的“星链”网络，为地球提供高速互联网接入服务。创纪录的“一箭多星”，将加快“星链”布局建设。根据麦肯锡预测，预计2025年前，卫星互联网产值可达5600亿至8500亿美元。A股相关概念股主要有天银机电、华力创通等。
今日见闻历
1月26日，星期二，宜赚钱
我希望，大家无论通过什么方法，都能挣到足够的钱，去旅行，去闲着，去思考世界的过去和未来，去看书做梦，去街角闲逛，让思绪的钓线深深沉入街流之中。
I hope that everyone can earn enough money no matter what method they use. Travel, idle, think about the past and future of the world, read and dream, hang out on street corners, and let the fishing line of thought sink into the street. Among.
今日要闻前瞻
微软，强生，AMD，3M，星巴克财报。美国1月谘商会消费者信心指数。拉加德讲话。
作者：张良信息咨询服务工作室
Author: Zhang information consulting services studio
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来源：华尔街见闻
Source: Wall Street