title: 【财经期刊FM-Radio｜2021年04月02日】
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【今日热点新闻一览↓↓】
美国3月新增非农就业人口大超预期创7个月新高，2年和5年期美债收益率创逾一年新高；比特币盘中突破6万美元，以太坊升破2100美元创历史新高。
中国央行、银保监会草拟系统重要性银行附加监管规定，对银行附加资本要求和“生前遗嘱”，加强宏观审慎管理。
发改委：“十四五”时期着力调整优化产业结构，推动东北振兴取得新突破。
中国将再投资422.33亿元，支持城镇老旧小区和棚户区改造。
央行修订银行间债券市场交易政策，强化基础设施机构的中介服务职能。
市场监管总局今年拟制定《禁止互联网不正当竞争行为若干规定》。
广州发布楼市调控新政，人才房限售年限延长至三年，业内称调控力度温柔。
深圳出大招：央行深圳支行发布经营贷进楼市举报电话。
媒体称比亚迪最早下半年外销车用锂电池，不排除电池子公司单独上市。
京东数科撤回科创板上市申请，据称基于公司自身发展战略考虑。
腾讯《王者荣耀》开发商天美据称去年创收100亿美元。
宣布造车后，雷军做东与比亚迪、蔚来、小鹏、理想汽车老板聚会。
拜登：基建计划有望为美国十年创造1900万就业。
爆款游戏《堡垒之夜》开发商Epic Games筹划上市，目标估值280亿美元。
特斯拉一季度交付近18.5万辆高于预期，产车18万辆，Model S和X无产量。
市场概述
非农就业数据公布后，美股期货上涨，美元和美国国债收益率上行，美元指数重上93.00关口，10年期美债收益率重上1.70%，一度升破1.72%；2年和5年期美债收益率分别创去年6月和2月以来新高。比特币在周五亚市早盘曾升破6万美元大关，逼近将近四周前所创的历史高位，美东时间周五午间回落到5.9万美元下方，最近24小时累跌逾0.5%。市值仅次于比特币的第二大加密货币以太坊（ETH）盘中突破2000美元后创历史新高，美东时间午间一度升破2100美元，较日内低位涨8%。
市场收报
欧美股市、商品期货因耶稣受难日休市，美债交易半天。
A股：沪指收报3484.39点，涨0.52%，成交额3180亿元；深成指收报14122.61点，涨1.02%，成交额3988亿元；创业板指收报2852.23点，涨1.31%，成交额1317亿元。
海外疫情
全球累计确诊逾1亿3076万，死亡285万。
Worldmeters单日新增病例：美国6.2万，印度6.7万，巴西8.9万，法国4.6万，意大利2.2万，土耳其4.2万。
俄罗斯称，研制出在新冠病毒变异后两天内更新疫苗的技术。
美国疾控中心（CDC）放宽对完成所有疫苗针剂接种者的旅行限制，称这类人出行风险低，允许他们只要戴口罩和做其他预防措施就可以外出旅行。
要闻详情
A股指数全线红盘！芯片股持续癫狂，个股惊现熔断！白酒卷土重来
A-share index allred! Chip stocks continue to go crazy, individual stocks suddenly appear!Baijiu returns
早盘半导体板块上演涨停潮，白酒等抱团股拉升，酒鬼酒涨停，创业板指盘中一度涨近2%，尾盘白酒股再度拉升，贵州茅台大涨近6%，重上2100元，成交额超百亿元。 Early morningsemiconductor plate staged trading tide, liquor and other Baotuan shares pulledup, alcoholic liquor trading limit, gem refers to the plate rose nearly 2%,late liquor stocks again pulled up, Guizhou Moutai rose nearly 6%, to $2100,turnover of more than ten billion yuan.
重磅！防范银行“大而不能倒”风险，监管层起草更严格资本新规
Heavy weight! Toguard against the risk of “too big to fail” of banks, regulatorsdraft more stringent new capital regulations
央行和银保监会起草系统重要性银行的附加监管规定，将系统重要性银行划分为五组，分别适用不同的附加资本要求；要求银行起草“生前遗嘱”，详细规划如何从危机中恢复，如何应对无法持续经营的局面；明确审慎监管要求，评估信贷集中度、复杂性、业务扩张速度等关键指标，强化事前预警。 The central bank and theCIRC draft additional regulatory provisions for systemically important banks Todivide systemically important banks into five groups and apply differentadditional capital requirements respectively; to require banks to draft"living wills" to plan in detail how to recover from the crisis andhow to deal with the situation of unsustainable operation; to clarifyprudential supervision requirements, evaluate key indicators such as credit concentration,complexity and business expansion speed, and strengthen pre-warning.
发改委：“十四五”时期着力调整优化产业结构，推动东北振兴取得新突破
The nationaldevelopment and Reform Commission: during the 14th Five Year Plan period,efforts were made to adjust and optimize the industrial structure, and newbreakthroughs were made in promoting the revitalization of Northeast China
发改委召开的东北振兴省部联席落实推进工作机制第一次会议强调，“十四五”时期，着力破解*机制障碍，着力激发市场主体活力，着力调整优化产业结构，推动东北振兴取得新突破，六大着力方面包括：优化营商环境；全面深化国企改革；支持民营经济高质量发展；加快产业转型升级；推进农业现代化建设；发挥沿海沿边优势，打造重点面向东北亚的对外开放新前沿。 The first meeting ofthe joint implementation and promotion mechanism of Northeast Revitalizationheld by the national development and Reform Commission stressed that during the"fourteenth five year plan" period, efforts should be made to breakthe obstacles of system and mechanism, to stimulate the vitality of marketplayers, to adjust and optimize the industrial structure, and to make newbreakthroughs in Northeast revitalization. The six major efforts include:optimizing the business environment; comprehensively deepening the reform ofstate-owned enterprises; and supporting high-quality private economy Inaddition, we should accelerate industrial transformation and upgrading, promoteagricultural modernization, give full play to the advantages of coastal areasand border areas, and build a new frontier of opening up to the outside world,which focuses on Northeast Asia.
中国将再投资422.33亿元，支持城镇老旧小区和棚户区改造
China will investanother 42.233 billion yuan to support the transformation of old and shantytowns
国家发改委和住建部下达保障性安居工程2021年第二批*预算内投资计划422.3亿元，用于支持城镇老旧小区改造和棚户区改造配套基础设施建设。其中东北地区的投资力度较大，用于黑龙江的投资33.77亿元，辽宁省28.98亿元，吉林省25.97亿元。此外，四川省投资19.06亿元，**自治区16.21亿元，山东、内蒙古、浙江、山西、陕西、河北、湖北等省份安排投资均超过10亿元。 The nationaldevelopment and Reform Commission and the Ministry of housing and urban ruraldevelopment issued the second batch of central budget investment plan of 42.23billion yuan in 2021, which will be used to support the construction of supportinginfrastructure for the transformation of urban old residential areas and shantytowns. Among them, the investment in Northeast China is relatively large, with3.377 billion yuan for Heilongjiang Province, 2.898 billion yuan for LiaoningProvince and 2.597 billion yuan for Jilin Province. In addition, SichuanProvince invested 1.906 billion yuan, * Uygur Autonomous Region invested1.621 billion yuan, and Shandong, Inner *, Zhejiang, Shanxi, Shaanxi,Hebei, Hubei and other provinces invested more than 1 billion yuan.
央行修订银行间债券市场交易政策，强化基础设施机构的中介服务职能
The central bankrevised the trading policy of inter-bank bond market and strengthened theintermediary service function of infrastructure institutions
央行公告修订银行间债券市场债券交易流通的相关政策，主要修订包括，1、明确基础设施机构之间通过建立系统直连的方式，落实电子化传输的要求；2、不再要求发行人或主承销商向同业拆借中心提供初始持有人名单及持有量；3、强化基础设施机构的中介服务职能。 The central bankannounced to revise the relevant policies on bond trading and circulation inthe inter-bank bond market. The main revisions include: 1. Making it clear thatthe requirements for electronic transmission should be implemented through theestablishment of system direct connection between infrastructure institutions;2. No longer requiring the issuer or lead underwriter to provide the initialholder list and holdings to the interbank lending center; 3. Strengthening theintermediary service of infrastructure institutions Yes.
中国市场监管总局今年拟制定《禁止互联网不正当竞争行为若干规定》
The StateAdministration of market supervision of China plans to formulate severalprovisions on banning unfair competition on the Internet this year
国家市场监督管理总局公布2021年立法工作计划，拟制修订部门规章61部，包括《禁止互联网不正当竞争行为若干规定》等。 The State Administrationof market supervision and administration of the people’s *announced the legislative work plan for 2021, and proposed to formulate andrevise 61 department regulations, including several provisions on theprohibition of unfair competition on the Internet.
重磅！广州发布楼市调控新政：人才房限售年限延长至3年
Heavy weight!Guangzhou issues new policy on property market regulation: Sales restrictionperiod of talent housing extended to 3 years
文件指出，今年比前五年年平均供应量提高22%，楼价定价过高项目将暂不核发预售证，重点加强对房地产中介机构行为监管。很热的广州楼市也出调控了！“广六条”很温柔。最近广州楼市热度直线上升，气氛堪比去年的深圳。 According to the document,this year’s average supply is 22% higher than that of the previous five years.For projects with excessively high property prices, pre-sale certificates willnot be issued for the time being, and supervision on the behavior of realestate intermediaries will be strengthened. Very hot Guangzhou property marketalso out of control! “Guangliutiao” is very gentle. Recently, theheat of Guangzhou’s property market has risen sharply, and the atmosphere iscomparable to that of Shenzhen last year.
深圳出大招：央行深圳支行发布经营贷进楼市举报电话
Shenzhen’s big move:Shenzhen Branch of the people’s Bank of China issued a report telephone foroperating loans into the real estate market
4月2日，深圳人民银行发布了《关于公布对经营用途贷款违规流入房地产领域问题投诉举报途径的通知》，针对近期社会舆论关注的焦点，房地产市场是否有违规资金进入，提供了举报途径。 On April 2, thepeople’s Bank of Shenzhen issued the “notice on announcing the complaintand reporting channels for the illegal inflow of business purpose loans intothe real estate field”, which provides a reporting channel for the recentfocus of public opinion on whether there are illegal funds in the real estatemarket.
比亚迪最早下半年销售自产车用锂电池不排除相关子公司单独上市
BYD’s first sale ofself-produced lithium-ion batteries for vehicles in the second half of the yeardoes not exclude the listing of related subsidiaries
根据外媒报道，比亚迪最早将于今年下半年开始向其他公司销售车用锂电池，有观点认为这意味着比亚迪打算通过向其他公司供货来扩大电池制造业务规模。此外比亚迪销售子公司副总经理李云飞表示，不排除通过电池业务上市来加速业务扩张的可能性。 According toforeign media reports, BYD will start selling lithium-ion batteries forvehicles to other companies as early as the second half of this year. Somebelieve that this means that BYD intends to expand its battery manufacturingbusiness by supplying other companies. In addition, Li Yunfei, deputy generalmanager of BYD’s sales subsidiary, said that the possibility of acceleratingbusiness expansion through the listing of battery business was not ruled out.
靴子落地！京东数科撤回科创板上市申请
Boots down! JingdongDigital Technology Co., Ltd. withdraws its application for listing on scienceand Technology Innovation Board
市场对京东数科暂缓IPO其实早有预期，未来，合并和原京东数科以及其他科技领域业务的京东科技有望再次冲击IPO。中证报获悉，京东数科此次撤回IPO申请是基于公司自身发展战略考虑。 In fact, the market haslong expected to postpone the IPO of Jingdong Digital Technology Co., Ltd. inthe future, Jingdong technology, which merged with the former Jingdong DigitalTechnology Co., Ltd. and other technology businesses, is expected to impact theIPO again. China Securities News learned that the withdrawal of the IPOapplication of Jingdong digital technology is based on the company’s owndevelopment strategy.
理想汽车：第一季度交付量同比增长334.4%
Ideal car: deliveryvolume in the first quarter increased by 334.4% year on year
理想汽车公布，3月交付4900辆汽车，同比增长238.6%。今年第一季度的交付量达到12579辆，同比增长334.4%。 Ideal announced thatit delivered 4900 vehicles in March, up 238.6% year on year. In the firstquarter of this year, the delivery volume reached 12579 vehicles, ayear-on-year increase of 334.4%.
非农“引爆”美债 2年和5年期收益率创逾一年新高
Two year andfive-year yields of US Treasury bonds hit a new high in more than one year
3月非农就业数据公布后，周五盘中10年期美债收益率重上1.70%。有市场人士表示，经济的增长速度最终还是会给美国带来加息的压力，但也有观点认为市场对加息过于乐观。 The 10-year nonfarm payrolls yield was 70.1% on Friday. Some market participants said that thegrowth rate of the economy will eventually bring pressure on the United Statesto raise interest rates. However, there are also views that the market is toooptimistic about raising interest rates.
特斯拉：第一季度生产18万辆汽车交付近18.5万辆汽车
Tesla: 180000 carsproduced and nearly 185000 delivered in the first quarter
其中，第一季度Model 3和Model Y交付量为182780辆，正处于增产初期阶段的ModelS和X无产量，一季度Model S和Model X交付量为2020辆。 Among them, model 3 and modely delivered 182780 vehicles in the first quarter, model s and model x, whichare in the early stage of increasing production, have no production, and models and model x delivered 2020 vehicles in the first quarter.
以太币新高成市场新“宠儿” 分析师称其相对比特币的实力在增强
Analysts of the newhigh-tech market of Ethernet currency say its strength relative to bitcoin isincreasing
市场大举追捧之下，不仅是比特币，按规模排名第二的以太坊表现更加抢眼。根据Bitstamp的交易数据，截至发稿时止以太坊现货价格为2061.19美元，年初至今的涨幅已超过170%。对此有机构分析师表示，以太币相对比特币的实力正在增强。 In the market, notonly bitcoin, but also Ethereum, the second largest company in terms of scale.According to bitstamp’s trading data, as of press time, Ethereum’s spot pricewas $2061.19, up more than 170% year to date. In this regard, someinstitutional analysts said that the strength of Ethernet currency relative tobitcoin is increasing.
今日见闻历
4月3日，星期六，宜看风景
我曾踏足山巅，也曾进入低谷，二者都让我受益良多。
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