两党基础设施协议的文本敲定 本周有望表决该法案
据悉,美国参议院敲定了两党基础设施协议的文本。参议院多数党领袖舒默称,该院将做好“在几天内”就这一两党法案进行投票的准备。但美国共和党参议员Graham新冠检测阳性,或影响基建法案投票。
据美国财政部,截至7月30日,现金余额降至4590亿美元。美国财政部估计2021年下半年将借入1.4万亿美元,预计7月-9月期间将净发行债券6730亿美元,比5月份的预估低1480亿美元。
7月财新中国制造业PMI降至50.3 为2020年5月以来最低
7月中国制造业继续扩张,但扩张势头进一步放缓。周一公布的2021年7月财新中国制造业PMI(采购经理指数)下降1百分点至50.3,为2020年5月以来最低。
股市方面,周一美股三大股指涨跌不一。截至收盘,道指收跌0.28%,报34837.77点;标普500指数收跌0.19%,报4387.10点;纳指收涨0.06%,报14681.1点。
新能源汽车股是当天少有的交易亮点。受较好交付数据的提振,中概股的小鹏汽车上涨近7%、蔚来汽车涨幅超过2%,理想汽车上涨约0.9%。投资者也由此看好特斯拉的7月交付数据,特斯拉股价当天上涨3.3%。
A股三大指数今日集体小幅收跌,其中沪指下跌0.47%,收报3447.99点;深证成指下跌0.41%,收报14736.92点;创业板指下跌0.46%,收报3477.23点。两市成交额达到1.41万亿元。行业板块涨跌互现,医药板块大涨,有色金属与国产芯片板块重挫。北向资金今日净买入17.99亿元。
短期冲击之后,预期引导与市场沟通更显弥足珍贵。中国资本市场对外双向开放的步子越迈越大,在享受共赢成果之余,投资者结构也更加复杂化、市场监管难度也在上升。双向开放的长期趋势不变,如何有效地引导投资者预期、疏通市场沟通的渠道,则显得尤为重要
恒生指数探底回升收跌0.16%,恒生科技指数跌1.47%。游戏股大跌,网易跌7.77%,腾讯控股跌6.11%,哔哩哔哩跌3.44%;芯片股跌幅居前,中芯国际跌近6%,华虹半导体跌超5%。CRO概念股、重型机械股涨幅居前。
港股市场可以用否极泰来,或者叫黎明前的黑暗来形容,我认为现在是非常好的投资机会,“黄金坑”砸得很深很大,不仅是像一些互联网行业,连恒生科技指数的相关股票也受到影响,包括港股物业、消费、中概股,我认为目前是一个非常难得的投资机会,我们应该在“黄金坑”里寻找更加优质的金子。
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