title: 【财经期刊FM-Radio｜2021年02月27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↓↓】
长期美债收益率大跌，纳指V形反转但创四个月最大周跌幅，大宗商品重挫，白银盘中跌超5%，美油跌超3%，油铜2月两位数大涨，比特币跌超7%一度破4.5万美元。
**政治局召开会议，*主持。
证监会：IPO保持了常态化发行，既没有收紧，也没有放松。
发改委：引导社会资本盘活国有存量资产，回收资金用于新的基础设施项目建设。
沪深交易所发布新三板挂牌公司转板上市办法。
人社部：正研究延迟退休具体改革方案，将推出养老保险第三层次制度模式。
东莞深夜发布楼市调控政策，再次调整限购年限。
美联储青睐的通胀指标：1月名义与核心PCE物价指数均远低于2%，但至少创四个月新高。
全球债市抛售潮下，有欧央行官员呼吁更多QE应对；此前澳联储意外增加购债计划，日本央行重申收益率曲线控制。
针对美国SEC将调查马斯克传闻，马斯克称希望是真的，那太棒了。
美国第三种新冠疫苗来了，强生在紧急使用权申请上获FDA关键支持。
市场概述
周五，美债抛售暂时得到缓解，10年期美债收益率创13个月最大日降幅，不过2月仍升逾30个基点创四年最大月升幅。纳指V形反转、本周跌近5%；道指标普创一个月最大周跌幅；能源板块领跌标普，苹果等五大科技股齐涨，特斯拉跌1%仍处熊市。美元创近三周新高及两月最大涨幅，比特币盘中跌破45000美元，创11个月最大周跌幅但2月涨上万美元。黄金创八个月新低及三个月最大周跌幅，白银盘中跌超5%，金银2月齐跌。伦铜跌超3%但2月创四年最大月涨幅，连涨11个月创史上最长连涨，伦锡一日跌上千美元终结16周连涨，2月仍涨13%。美油跌超3%创七周最大跌幅，但2月涨近20%。
市场收报
美股：标普500跌幅0.47%。道琼斯跌幅1.50%。纳斯达克涨幅0.56%。本周，标普500指数累计下跌2.45%，道指累跌1.78%，纳指累跌4.91%。2月份，标普500累计上涨2.65%，道指累涨3.17%，纳指累涨0.99%。
欧股：欧洲STOXX 600指数收跌1.64%，本周累跌2.38%。德国DAX 30指数收跌0.67%，本周累跌1.48%。法国CAC 40指数收跌1.40%。英国富时100指数收跌2.53%。
A股：沪指收报3509.08点，跌2.12%，成交额4245亿元。深成指收报14507.45点，跌2.17%，成交额4824亿元。创业板指收报2914.11点，跌2.12%，成交额1639亿元。
黄金：COMEX 4月黄金期货收跌2.6%，连续第四个交易日下跌，报1728.80美元/盎司，创2020年6月来收盘新低。
原油：WTI 4月原油期货收跌2.03美元，跌幅3.19%，报61.50美元/桶，本周累涨3.78%。布伦特4月原油期货收跌0.75美元，跌幅1.12%，报66.13美元/桶，本周累涨5.12%。
比特币：CME比特币期货BTC主力合约报45700美元，较周四纽约尾盘跌7.52%，盘中交投于48990-44555美元区间，本周累计下跌19.25%，2月份累涨29.37%。
ETF：标普500 SPY收跌0.52%，纳斯达克100 QQQ收涨0.42%，黄金GLD收跌2.42%，金矿GDX收跌3.8%，白银SLV收跌2.91%，美国原油基金USO收跌2.71%，中国科技ETF-Guggenheim CQQQ收跌1.15%。
海外疫情
全球累计确诊逾1亿1393万，死亡252万。
Worldmeters单日新增病例：美国6.5万，印度1.6万，巴西6.1万，俄罗斯1.1万，法国2.5万，意大利2万。
美国第三种新冠疫苗来了，强生在紧急使用权申请上获FDA关键支持。
要闻详情
A股三大指数跌超2%，创业板指本周跌逾11%，周期股全线收跌
The three major A-share indexes fell by more than 2%, the ChiNext stock indexfell by more than 11% this week, and the cyclical stocks fell across the board.The three major indexes fell by more than 2%. The ChiNext stock index fell morethan 11% this week, and the cyclical stocks fell across the board.
创业板指跌幅一度扩大至3%。有色、白酒、煤炭板块跌幅居前。金属、化工等周期股领跌。
The ChiNext index once expanded to 3%. Thenon-ferrous, liquor, and coal sectors were among the top decliners. Cyclicalstocks such as metals and chemicals led the decline.
**政治局召开会议 *主持
The Political Bureauof the CPC Central Committee held a meeting chaired by Xi *
**政治局会议强调，保持宏观政策连续性、稳定性、可持续性。积极的财政政策要提质增效、更可持续。稳健的货币政策要灵活精准、合理适度。
The Politburo meeting of the CPC CentralCommittee emphasized to maintain the continuity, stability, and sustainabilityof macroeconomic policies. A proactive fiscal policy must improve quality andefficiency and be more sustainable. A prudent monetary policy must be flexible,precise, reasonable and appropriate.
IPO收紧了吗？证监会回应：常态化发行，既没有收紧，也没有放松
Has the IPOtightened? The CSRC’s response: normalized issuance, neither tightening norrelaxing
截止2月19日，证监会共核准或同意注册66家企业IPO，数量与去年同比有较大增长，环比则变化不大。
As of February 19, the China SecuritiesRegulatory Commission had approved or agreed to register 66 IPOs. The numberhas increased significantly compared with last year, but has not changed muchfrom the previous year.
发改委：引导社会资本盘活国有存量资产，回收资金用于新的基础设施项目建设 Developmentand Reform Commission: guide social capital to revitalize state-owned stockassets and recover funds for the construction of new infrastructure projects
新规意在引导社会资本积极参与盘活国有存量资产，将回收资金用于新的基础设施项目建设，形成投资良性循环，为促进国内大循环发挥积极作用。
The new regulations are intended to guidesocial capital to actively participate in revitalizing state-owned stockassets, using recovered funds for the construction of new infrastructureprojects, forming a virtuous circle of investment, and playing an active rolein promoting the domestic cycle.
新三板公司如何转板？沪深交易所试行版“操作说明书”来了
How does the NEEQ companytransfer to the board? The trial version of the Shanghai and Shenzhen StockExchange “Operation Manual” is here
沪深交易所列出了转板门槛，包括股本总额不低于3000万元，股东人数不少于1000人等。同时，还明确提出了限售等多种要求。
The Shanghai and Shenzhen Stock Exchangelisted the transfer thresholds, including the total share capital not less than30 million yuan, and the number of shareholders not less than 1,000. At thesame time, it also clearly put forward various requirements such as salesrestriction.
人社部：正研究延迟退休具体改革方案，将推出养老保险第三层次制度模式
Ministry of Human Resources andSocial Security: It is studying the specific reform plan for postponingretirement, and will launch the third-tier system model of pension insurance
美联储青睐的通胀指标：1月名义与核心PCE物价指数均远低于2%，但至少创四个月新高
The Fed’s preferred inflation indicator:The nominal and core PCE price indices in January were both well below 2%, butat least a four-month high
分析称，这说明价格压力正在逐渐增加，但整体通胀指标在疫情期间一直较为薄弱。数据发布后，美债收益率一度短线走低，随后重回1.50%一线，日内整体仍下跌。1月美国个人收入环比增10%至史上第二高增幅，几乎全部来自刺激支票。
According to the analysis, this shows thatprice pressures are gradually increasing, but overall inflation indicators havebeen relatively weak during the epidemic. After the release of the data, theU.S. Treasury yield fell short-term, then returned to the 1.50% line, and theoverall decline in the day. In January, US personal income increased by 10%from the previous month to the second highest increase in history, almost allof which came from stimulus checks.
利率飙涨忍不了！欧央行官员呼吁更多QE应对
Soaring interestrates can’t bear it! ECB officials call for more QE response
希腊央行行长、欧央行管委YannisStournaras公开呼吁欧洲央行加速PEPP项目的购债速度，并表示目前市场上出现了“不必要的债券收益率收紧”。此番言论在压低德债收益率的同时，也使得市场开始对下个月欧洲央行和美联储的货币政策会议产生了一些期待。近日，全球债市抛售潮愈演愈烈，央妈们坐不住了。澳联储意外增加购债计划，日本央行重申收益率曲线控制，欧洲央行官员称也在紧盯收益率，英国央行官员则大声警告可能到来的高通胀。
Yannis Stournaras, governor of the CentralBank of Greece and European Central Bank Management Committee, publicly calledon the European Central Bank to accelerate the pace of bond purchases for PEPPprojects, and said that there is an “unnecessary bond yieldtightening” in the market. While these remarks lowered the yields ofGerman bonds, they also made the market start to have some expectations for themonetary policy meeting of the European Central Bank and the Federal Reservenext month. Recently, the global bond market sell-off has intensified, and themothers can’t sit still. The Reserve Bank of Australia unexpectedly increasedits bond purchase plan, the Bank of Japan reiterated its yield curve control,European Central Bank officials said they were also keeping a close eye onyields, and Bank of England officials loudly warned of possible high inflation.
美国SEC将调查马斯克马斯克：来吧欢迎！
The US SEC willinvestigate Musk. Musk: Come on and welcome!
对于美国证券交易委员会（SEC）正在调查他关于狗狗币推文的传闻，特斯拉（Tesla）首席执行官埃隆·马斯克（Elon Musk）发了一条推文称：“希望（SEC）真的进行调查。那太棒了。”
Regarding the rumors that the U.S.Securities and Exchange Commission (SEC) is investigating his Dogecoin tweet,Tesla CEO Elon Musk tweeted: “Hope (SEC) Really investigate. That’sgreat.”
美股还能涨 但有个外围风险比美债杀伤力更大
U.S. stocks can still rise, but there is anexternal risk that is more lethal than U.S. debt
尽管目前标普500的市盈率处在历史峰值，但成分股中仍有超过50%的公司股息率高于当前的十年期美债收益率。
Although the current price-earnings ratioof the S&P 500 is at a historical peak, more than 50% of the constituentstocks still have a dividend yield higher than the current 10-year U.S.Treasury yield.
美国第三种新冠疫苗来了 强生在紧急使用权申请上获FDA关键支持
The third newcoronavirus vaccine in the U.S. is here, Johnson & Johnson receivescritical support from the FDA in its emergency use right application
美国食品药品管理局（FDA）疫苗和有关生物制品咨询委员会（VRBPAC）建议，将强生开发的新冠肺炎疫苗作为美国防疫工作的第三种疫苗，他们支持向该公司疫苗批准紧急使用授权（EUA）。该委员会的建议并不具有约束性。
The U.S. Food and Drug Administration (FDA)Vaccines and Related Biological Products Advisory Committee (VRBPAC)recommended that Johnson & Johnson develop the new coronary pneumoniavaccine as the third vaccine in the United States’ epidemic prevention work,and they support the approval of the company’s vaccine for emergency useauthorization (EUA) . The committee’s recommendations are not binding.
今日见闻历
2月27日，星期六，宜睡个好觉
2007年2月27日，中国股市遭遇“2·27”暴跌，沪指收盘下跌8.84%，深成指下跌9.29%，均创1997年以来最大单日跌幅。A股下跌引发全球效应，道指大跌416点，跌幅3.29%。
今日要闻前瞻
十三届全国人大常委会第二十六次会议2月27日至28日举行，会议议程包括审议国务院关于提请审议印花税法草案的议案等。
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