拜登基建项目仍在拉锯
白宫新闻秘书珍·普萨基表示,拜登仍将支持未纳入基础设施计划的项目,包括电动汽车退税和清洁能源税收抵免等。美国众议院议员Defazio敦促就修改参议院小组的基建协议进行讨论。另据市场消息,美国参议员凯利预计半导体融资计划将在国会获得通过。
国家统计局:价格指数高位回落
据悉,国家统计局服务业调查中心高级统计师赵庆河表示,近期出台的一系列“保供稳价”政策效果显现,制造业价格快速上涨得到初步遏制。
据新华社消息,人力资源和社会保障部30日宣布印发的《人力资源和社会保障事业发展“十四五”规划》,部署了就业、社会保障、工资收入分配等六方面重点任务和重大举措,提出19项量化指标,其中要求社保待遇水平稳步提高,基本养老保险参保率达到95%,将逐步提高领取基本养老退休金最低缴费年限。
人民银行等部门联合发布文件强化对银行业金融机构服务乡村振兴的资金支持。对机构法人在县域且业务在县域的金融机构实施最优惠的存款准备金率。
据新浪消息,央行已将“三道红线”试点房企商票数据纳入其监控范围,要求相关房企将商票数据每月上报。
美股方面,道指昨日低开后走高,全日收涨约210点。标普500指数收涨0.12%,纳指收跌0.17%。标普500指数连续第五个季度录得涨幅,为2017年以来最长季度连涨。盘面上,电信业务、基因编辑板块涨幅居前,NFT概念和在线教育板块走低。
进入2021年下半年之际,对投资者来说,一个好消息是,尽管美联储释放了将提前缩紧的货币政策,但一度飙升的通胀压力正在突然降温。任何调整最终都可能呈现逢低买入机会,前提是根据基本市场条件进行调整,鉴于目前的技术状况,这种潜在修正的威胁仍然存在。
A股三大指数今日震荡整理,最终沪指微幅收跌0.07%,收报3588.78点;深证成指下跌0.81%,收报15038.88点;创业板指下跌0.63%,收报3455.36点。两市成交额超过一万亿元,行业板块涨少跌多,中药概念股掀起涨停潮,航天军工、鸿蒙概念、券商板块领跌。
牛市的指数高点略提前于盈利指标高点,下半年通胀压力将逐渐缓解,剔除基数影响,企业盈利依旧在扩张,而本轮盈利回升周期在时间和空间上都没走完,同时参考历史股指的波动幅度,今年股市还有进一步向上拓宽的空间。
香港恒生指数午后持续震荡走低,包括科网三巨头和汇控等金融股表现低迷,最终恒指以全日低位28827.95点收市,跌0.57%,半年累涨5.86%。盘面上,煤炭板块持续下挫,汽车、体育用品等前期强势股回落;半导体、海运板块逆市走高。
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