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Helloworldt
2021-02-01

This week's preview: Ali and other blockbuster financial reports are coming, and Kuaishou is about to go public!

摘要：本周市场迎来OPEC+技术会议，各国制造业PMI以及美国非农就业报告。投资者还要密切关注疫情的进一步动态和民主党最新的财政刺激计划的谈判情况。财报方面，阿里巴巴、谷歌、亚马逊、PayPal等众多

This week's preview: Ali and other blockbuster financial reports are coming, and Kuaishou is about to go public!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":312637911,"tweetId":"312637911","gmtCreate":1612138726833,"gmtModify":1704867328854,"author":{"id":3456357894193358,"idStr":"3456357894193358","authorId":3456357894193358,"authorIdStr":"3456357894193358","name":"Helloworldt","avatar":"https://static.tigerbbs.com/ffe03370d6fe1e4ee627f681cd9e3428","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":350,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>?</body></html>","htmlText":"<html><head></head><body>?</body></html>","text":"?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/312637911","repostId":2107223910,"repostType":2,"repost":{"id":"2107223910","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1612134545,"share":"https://ttm.financial/m/news/2107223910?lang=en_US&edition=fundamental","pubTime":"2021-02-01 07:09","market":"sh","language":"zh","title":"This week's preview: Ali and other blockbuster financial reports are coming, and Kuaishou is about to go public!","url":"https://stock-news.laohu8.com/highlight/detail?id=2107223910","media":"老虎资讯综合","summary":"摘要：本周市场迎来OPEC+技术会议，各国制造业PMI以及美国非农就业报告。投资者还要密切关注疫情的进一步动态和民主党最新的财政刺激计划的谈判情况。财报方面，阿里巴巴、谷歌、亚马逊、PayPal等众多","content":"Summary: This week, the market ushered in the OPEC + technical meeting, manufacturing PMIs of various countries and U.S. non-farm payrolls reports. Investors should also pay close attention to further developments in the epidemic and negotiations on the Democratic Party's latest fiscal stimulus plan. In terms of financial reports,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Many star companies will get together to release financial reports; In terms of new shares, Kuaishou and Xintong Medical will land on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/25553c8de16bcee38bd6be13d0f1ae47\" tg-width=\"1736\" tg-height=\"756\" referrerpolicy=\"no-referrer\">Important economic data and events at a glanceFebruary 1 (Monday) Keywords: China manufacturing PMI, Eurozone, UK and US manufacturing PMI<img src=\"https://static.tigerbbs.com/c86a23fdf6bca2ddc3e18140d2609da7\" tg-width=\"616\" tg-height=\"551\" referrerpolicy=\"no-referrer\">03:00 The 2021 FOMC voting committee and Atlanta Fed President Bostic delivered a speech at the job market online seminar held by the Federal Reserve and the Atlanta, Boston, Cleveland and Philadelphia Feds.04:10 Boston Fed President Rosengren delivered a speech.During the Asian session on February 1, investors first paid attention to the opening trend of various varieties. The news that happened over the weekend may cause the opening of various varieties to gap in the morning and aggravate the fluctuation of market prices. Investors pay special attention to it. In addition to the opening situation in Asia, we should pay attention to some Australian data, which will have an impact on the short-term trend of the Australian dollar.Of course, the most important thing is the performance of the Chinese market. China will also announce the Caixin manufacturing PMI for January. At present, novel coronavirus pneumonia vaccines have been launched, and vaccination is progressing in an orderly manner. The impact of local outbreaks on the economy will gradually weaken. According to the analysis, with the gradual recovery of my country's macro-economy, monetary policy has returned to normalization and has basically achieved the full-year target for 2020.At present, my country's industrial added value has further rebounded, and the production performance of high-tech manufacturing industries is outstanding. Since March 2020, China's manufacturing PMI index has been above the boom-bust line, with high production enthusiasm and increasing new orders. The overseas epidemic has severely affected production, thus providing strong support for the external demand of my country's manufacturing industry. At the end of 2020, manufacturing investment accelerated its recovery.In December 2020, the monthly growth rate of my country's manufacturing investment was 10.2%, down from 12.5% in November, but still at a high level. According to the judgment, my country's manufacturing investment has room for further growth in 2021, especially the high-tech manufacturing industry will continue to perform well. On the one hand, affected by strong overseas demand in the first half of 2021, my country's manufacturing investment will maintain a normal state of inventory replenishment, thereby maintaining a high growth rate. On the other hand, the \"14th Five-Year Plan\" outline recommendations propose that state-owned enterprises should achieve breakthroughs in institutional innovation and improve the vitality and efficiency of state-owned enterprises during the \"14th Five-Year Plan\" period.During the European session, investors should pay close attention to a series of manufacturing PMI data to be released by the euro zone. At present, the global economy has passed the darkest moment brought about by the impact of COVID-19 pandemic. In December 2020<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The global comprehensive, manufacturing and service PMI indexes are all above the boom-bust line. The PMI indicators of the euro zone and the United States show a marginal improvement trend. As a leading indicator, the new orders index of manufacturing PMI in the United States has risen to a new high of 67.90. Market participants are now looking forward to the initial eurozone PMI value to find some meaningful trading momentum.At the same time, investors should also pay attention to the manufacturing data of the UK. Due to the impact of the mutated virus, the UK manufacturing industry is sluggish. According to a survey, British manufacturers' worries about low-wage workers and material shortages have risen to the highest level in nearly 50 years. Before Britain left the EU single market at the end of last month, companies increased their stockpiling. Nearly half of the manufacturers surveyed are worried that the supply of raw materials or parts may limit output in the next quarter, and output is expected to record the biggest drop since June last year.During the New York session, investors need to focus on the manufacturing data of the United States. Since February last year, the outbreak of COVID-19 pandemic has caused a global economic recession, and the United States has lost about 540,000 factory jobs. Manufacturing, which accounts for about 12% of the U.S. economy, is in a downturn again. According to reports, Biden plans to create at least 5 million new manufacturing jobs, and will require the U.S. federal government to purchase U.S. goods and services with a budget of $400 billion within four years, and invest a budget of $300 billion in important U.S. technology research and development including artificial intelligence and 5G.In addition, the executive order signed by Biden stipulates one-third (approximately US $200 billion) of the US federal government's annual procurement funds of 600 billion. The bill requires that at least 50% of the components of a product must come from the United States before it is eligible for federal government procurement. Federal agencies also need to reassess the authenticity of \"Made in America\" ingredients to prevent foreign companies from selling \"OEM\" products to the U.S. government as \"Made in America\".The American Manufacturing Alliance praised Biden's efforts and urged concrete steps to be taken. Scott Paul, president of the organization, said in a statement that loopholes must be plugged, exemptions reduced, coverage for more federal spending and more manufactured goods expanded, and origin standards strengthened. Stronger domestic preferential policies, along with substantial new investments in infrastructure and clean energy, will spur job creation and new investment in U.S. factories.According to the analysis, buying American goods is politically good, but economically bad, which is not the way to create employment opportunities. Biden's executive order will increase the cost of \"Made in America\": on the one hand, expensive products will lead to a decline in sales; On the other hand, within a certain government budget, the increased cost will crowd out the funds used for other projects, such as building roads. And both results will kill American jobs.In the evening, investors should also pay a little attention to the 2021 Federal Reserve voting committee<a href=\"https://laohu8.com/S/300806\">Stick</a>In his speech, investors can find the Fed's views on the economic outlook and monetary policy outlook from his mouth.February 2 (Tuesday) Keywords: Alibaba/Google/Amazon/<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Financial report, Eurozone fourth quarter GDP, OPEC + technical meetingFinancial reporting：Alibaba, Pfizer,<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>、<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(pre-market U.S. stocks);Amazon, Google,Lufax (after-hours U.S. stocks)<img src=\"https://static.tigerbbs.com/83341b019a0ce619f13ae57824344b16\" tg-width=\"612\" tg-height=\"226\" referrerpolicy=\"no-referrer\">At 11: 30, the Reserve Bank of Australia announced its interest rate decision.Pending OPEC + begins a two-day technical and monitoring ministerial meeting.03:00 FOMC Permanent Voting Committee, New York Fed Chairman<a href=\"https://laohu8.com/S/WMB\">Williams</a>Hosted an online talk event organized by the New York Economic Club.03:00 Cleveland Fed President Mester delivered an opening speech at the job market online event held by the Federal Reserve with the Atlanta, Boston, Cleveland and Philadelphia Feds.During the Asian session on February 2nd, the first thing investors should pay attention to is the interest rate decision of the Reserve Bank of Australia in February. Analysts believe that the Reserve Bank of Australia will continue to keep interest rates unchanged and bond purchases unchanged in this resolution. However, the analysis pointed out that the Reserve Bank of Australia may cut its asset purchase plan in April 2021. Although the Reserve Bank of Australia will present more optimistic economic growth, inflation and job market expectations at its regular meeting in February, the Reserve Bank is still expected to release dovish stance.According to the analysis, the rapid recovery of the job market will cause the Federal Reserve to end the quantitative easing Purchase (QE) bond purchase program in April. The current bond purchase program of the Reserve Bank of Australia is to buy 48 billion Australian dollars of government bonds. If it continues to buy 5 billion US dollars per week, it will reach the target of 100 billion Australian dollars by mid-April. Therefore, the Federal Reserve must announce whether to extend the program before the meeting on April 6th.During the European session, investors focused on the performance of the euro zone's GDP in the fourth quarter. At present, the market believes that although the economy of the euro zone rebounded sharply in the fourth quarter after the epidemic blockade, the economic growth of the euro zone is still weak.European Central Bank President Christine Lagarde said that judging from the economic data in the fourth quarter of last year, the economic recovery process of the euro zone has been delayed. Lagarde said that the euro zone economy should not get off the track of recovery. To this end, fiscal policy still needs to play a leading role, while maintaining an active monetary policy and ensuring favorable financing conditions to support the recovery of all economic sectors in the euro zone.Lagarde pointed out that 2021 is expected to be the year of recovery, but the first stage of recovery will still be accompanied by a high degree of uncertainty, and the second stage will be the transformation to a \"new economy\" characterized by digitalization and green. COVID-19 pandemic has not only promoted the economic transformation, but also brought challenges. On the one hand, progress has been made in digitalization and telecommuting, and all parties are paying more attention to tackling climate change; On the other hand, the actual unemployment level has increased, especially the unemployment risk of low-skilled workers has increased significantly. At the same time, the epidemic continues to affect the production and non-production sectors in the euro zone, and corporate R&D expenditures have also declined. Lagarde said that while maintaining fiscal and monetary policies, the euro zone should make investment more targeted, thus laying the foundation for the new economy.In addition, during the European session, OPEC + began to hold a two-day technical and monitoring ministerial meeting.At the end of last year, the OPEC + oil-producing country alliance decided to increase production in a limited manner starting from January this year. However, at present, OPEC + is somewhat unable to hold back. In December last year, the alliance increased crude oil production by 280,000 barrels per day. The implementation rate of production cuts hit a new low. The reason is that facing different difficulties, oil revenue is an important bargaining chip to solve a series of problems, and countries can't wait to increase production first to meet temporary needs.Among the countries with production reduction quotas, due to the economic crisis caused by the epidemic, the actual output of some countries exceeds the quota to obtain funds. Iraq's crude oil production increased a lot in December, and crude oil exports in the south of the country rose sharply. Iraq's crude oil production increased by 3.85 million barrels per day in December, 50,000 barrels per day above the quota. Many non-OPEC members, led by Russia, are equally eager to regain market share lost by the epidemic and increase production.In Russia, in particular, domestic oil companies have begun to gear up to increase production. Russian Deputy Prime Minister Novak has recently stated that although the OPEC + alliance allows Russia to further increase production, the country's production reduction implementation rate in December is still only 95% to 96%, producing about 500,000 more barrels of crude oil per day. Novak also made it clear that Russia's oil production in 2021 will exceed last year's production. Obviously, this will only bring more instability to the fragile international crude oil market.During the New York session, investors mainly focus on the permanent voting committee of the Federal Reserve, the chairman of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>The speech. We can find the policy tone of the core people within the Federal Reserve from his speech.February 3 (Wednesday) Keywords:<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>/Paypal/<a href=\"https://laohu8.com/S/YUMC\">Yum China</a>And other financial reports, China Caixin Services PMI, Eurozone Composite PMI, US ADP, US ISM Non-Manufacturing PMI, EIA Crude Oil InventoriesIn terms of financial reports: Qualcomm, PayPal, Yum China, eBay, Allstate (After Hours)<img src=\"https://static.tigerbbs.com/ef3c629b33b21939195d4b502b959b27\" tg-width=\"611\" tg-height=\"644\" referrerpolicy=\"no-referrer\">09:30 Reserve Bank of Australia President Lowe delivered a speech.Pending OPEC + to hold a Joint Ministerial Monitoring Committee (JMMC) meeting.The pending OPEC + technical and monitoring ministerial meeting has entered its second day.02:00 St. Louis Fed President Bullard gave a report on the U.S. economy and monetary policy at an online event.03:00 Philadelphia Fed President Harker delivered a speech at the job market online event held by the Federal Reserve with Atlanta, Boston, Cleveland and Philadelphia Feds.06:00 Chicago Fed President Evans delivered a speech on the current economic situation and monetary policy at an online event.During the Asian session on February 3rd, investors first paid a little attention to New Zealand's employment data, investors trading Australian dollars paid attention to Australia's construction permits, and then focused on China's January Caixin service PMI data, which will give clear guidance to market risk appetite in the morning.During the European session, investors need to pay attention to a series of comprehensive PMI data of the euro zone, as well as the UK PMI. However, since these PMI data are final values, the impact of the data on the market is relatively limited.During the New York session, investors should focus on the performance of the January ADP data of small non-farm payrolls in the United States. The Federal Reserve acknowledged a slowing recovery in economic activity and employment. After a two-day policy meeting this week, the Federal Reserve said that it would keep the benchmark short-term borrowing rate close to zero and maintain the asset purchase program, that is, the Federal Reserve will buy at least $120 billion a month. The above decision is in line with market expectations. In its monetary policy statement, the Fed noted that the pace of economic activity and employment recovery has slowed in recent months, with weakness concentrated in sectors hardest hit by the pandemic, and the statement reiterated that COVID-19 pandemic \"is causing enormous human and economic hardship in the U.S. and around the world.\" The Fed cut interest rates to zero in the early days of the pandemic in novel coronavirus pneumonia and has held that level ever since. Officials have been more aggressive in their commitment to low interest rates in recent months, pledging not to start a rate hike even if inflation is close to or slightly above the central bank's target of 2%.In addition to ADP data, investors should also pay attention to the performance of ISM non-manufacturing PMI data, which can also have an impact on the short-term trend of the market in the past.Next, investors trading crude oil focus on the impact of EIA crude oil inventory data on oil prices. Last week, EIA crude oil inventories plummeted by nearly 10 million barrels. Analysts said that as the refining industry continued to convert excess crude oil into refined oil, crude oil inventories dropped significantly, driving the market up. If inventories continue to decrease this week, then this will continue to provide support to oil prices.February 4 (Thursday) Keywords: Snap/Unity/<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Waiting for earnings reports, U.S. jobless claims last week, U.S. durable goods orders and factory ordersFinancial report:<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>、<a href=\"https://laohu8.com/S/SNA\">Schneibo</a>(pre-market U.S. stocks); Snap, Gilead Sciences, pinterest, Unity Software Inc, Activision Blizzard (after-hours US stocks).For new shares:Xintong Medical-B is listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/40c7f0684167f77535eadf82f51ef8f1\" tg-width=\"613\" tg-height=\"362\" referrerpolicy=\"no-referrer\">17:00 The European Central Bank publishes its economic bulletin.20:00 The Bank of England announces the interest rate decision and publishes the minutes of the meeting.During the Asian session on February 4th, investors trading Australian dollars paid a little attention to Australia's trade account data of goods and services, and then focused on the performance of the Chinese market.During the European session, investors paid a little attention to the monthly retail sales data of the euro zone in December, and then focused on the interest rate decision of the Bank of England. At present, the market generally expects the Bank of England to keep interest rates and bond purchases unchanged.Bank of England Bailey previously said that the recent resurgence of COVID-19 pandemic has plunged the British economy into a very difficult period and may delay the final recovery. We are in a very difficult time right now, and there is no doubt that this is likely to delay the economic recovery, he said. However, he added that the basic pattern of the recovery is likely to reflect the trajectory outlined by the Bank of England in a series of forecasts in November.Mr Bailey said he no longer thinks the UK's unemployment rate will peak at around 7-8pc as the Bank of England predicted two months ago because the Government has extended the Job Protection Scheme. But he said the unemployment rate may still be higher than the latest official estimate of 4.9%. Bailey said. Our best forecast is that the national unemployment rate may be around 6.5%. He added that economic activity will be sluggish in the first quarter until vaccine access is sufficient to allow some lockdown restrictions to be lifted.In addition, the market is still hyping up the negative interest rate of the Bank of England, which Bailey denied in his recent speech. He pointed out that the Bank of England is doing a lot of work with banks on whether negative interest rates are feasible. No country is in the financial market. The \"retail\" side uses negative interest rates and does not believe that the epidemic will lead to structural changes in the British economy.During the New York session, investors focused on a series of economic data released by the United States, including last week's initial jobless claims data and December industrial orders and durable goods orders.February 5 (Friday) Keywords: Kuaishou listing, U.S. January non-farm payrolls report, Canada January payrolls reportFor new shares:Kuaishou and Jianbei Miaomiao officially landed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/fb7134a8dbba32c4e4dc705c3b9f01fe\" tg-width=\"614\" tg-height=\"596\" referrerpolicy=\"no-referrer\">During the Asian session on February 5th, investors paid a little attention to the Australian retail sales data, and then focused on the performance of the Chinese market.During the European session, investors can pay a little attention to the economic data of Germany and France. It is not expected that the market volatility will be limited during this period, and investors are waiting for the U.S. employment data in the evening.During the new york session, the market ushered in a feast of this week's market trend. In the United States, the non-farm payrolls report for January will be released.COVID-19 pandemic continues to spread, and the employment crisis in the United States continues to worsen. It was previously announced that the number of initial jobless claims last week showed that hundreds of thousands of people still claimed, indicating that the U.S. job market is still sluggish. At the end of last year, the U.S. Congress passed the second round of economic stimulus bill, which greatly increased the amount of unemployment benefits. However, due to harsh application conditions and low government efficiency, there are still a large number of unemployed people who are difficult to receive this \"life-saving money\".The previous Beige Book report released by the Federal Reserve also showed that the employment situation in the United States is grim. The report shows that the economy of most jurisdictions has achieved moderate growth, but the recovery of the job market has slowed down. In terms of the job market, employment in most jurisdictions has achieved growth, but the growth is slow. Compared with December last year, employment levels in more jurisdictions have declined. However, some industries, including construction and transportation, have strong demand for employment and are facing difficulties in recruiting workers.Although the current U.S. job market has improved significantly, the unemployment rate has dropped from 14.8% at the time of the outbreak to 6.7%, but it is still much higher than the pre-epidemic level, and the number of non-farm payrolls unexpectedly fell by 140,000 in December last year. The United States has not yet got rid of the epidemic, and the economic recovery still needs monetary policy support. Fed officials currently have different attitudes towards the direction of monetary policy. Some officials think it is too early and even support keeping the current scale of bond purchases unchanged before the end of the year. Therefore, the Federal Reserve's statement on the gradual withdrawal of QE is more about the expected management of the market, rather than the immediate implementation, and the room for long-term U.S. bond yields to recover is still relatively limited.Investors trading crude oil should also pay attention to the drilling platform data released in the evening, which will have an impact on the medium and long-term trend of oil prices.Saturday and Sunday, February 6-February 7: No important economic data and events","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This week's preview: Ali and other blockbuster financial reports are coming, and Kuaishou is about to go public!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis week's preview: Ali and other blockbuster financial reports are coming, and Kuaishou is about to go public!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n老虎资讯综合 \n2021-02-01 07:09\n</div>\n</a>\n</h4>\n</header>\n<article>\nSummary: This week, the market ushered in the OPEC + technical meeting, manufacturing PMIs of various countries and U.S. non-farm payrolls reports. Investors should also pay close attention to further developments in the epidemic and negotiations on the Democratic Party's latest fiscal stimulus plan. In terms of financial reports,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>、<a href=\"https://laohu8.com/S/GOOG\">Google</a>、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>Many star companies will get together to release financial reports; In terms of new shares, Kuaishou and Xintong Medical will land on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/25553c8de16bcee38bd6be13d0f1ae47\" tg-width=\"1736\" tg-height=\"756\" referrerpolicy=\"no-referrer\">Important economic data and events at a glanceFebruary 1 (Monday) Keywords: China manufacturing PMI, Eurozone, UK and US manufacturing PMI<img src=\"https://static.tigerbbs.com/c86a23fdf6bca2ddc3e18140d2609da7\" tg-width=\"616\" tg-height=\"551\" referrerpolicy=\"no-referrer\">03:00 The 2021 FOMC voting committee and Atlanta Fed President Bostic delivered a speech at the job market online seminar held by the Federal Reserve and the Atlanta, Boston, Cleveland and Philadelphia Feds.04:10 Boston Fed President Rosengren delivered a speech.During the Asian session on February 1, investors first paid attention to the opening trend of various varieties. The news that happened over the weekend may cause the opening of various varieties to gap in the morning and aggravate the fluctuation of market prices. Investors pay special attention to it. In addition to the opening situation in Asia, we should pay attention to some Australian data, which will have an impact on the short-term trend of the Australian dollar.Of course, the most important thing is the performance of the Chinese market. China will also announce the Caixin manufacturing PMI for January. At present, novel coronavirus pneumonia vaccines have been launched, and vaccination is progressing in an orderly manner. The impact of local outbreaks on the economy will gradually weaken. According to the analysis, with the gradual recovery of my country's macro-economy, monetary policy has returned to normalization and has basically achieved the full-year target for 2020.At present, my country's industrial added value has further rebounded, and the production performance of high-tech manufacturing industries is outstanding. Since March 2020, China's manufacturing PMI index has been above the boom-bust line, with high production enthusiasm and increasing new orders. The overseas epidemic has severely affected production, thus providing strong support for the external demand of my country's manufacturing industry. At the end of 2020, manufacturing investment accelerated its recovery.In December 2020, the monthly growth rate of my country's manufacturing investment was 10.2%, down from 12.5% in November, but still at a high level. According to the judgment, my country's manufacturing investment has room for further growth in 2021, especially the high-tech manufacturing industry will continue to perform well. On the one hand, affected by strong overseas demand in the first half of 2021, my country's manufacturing investment will maintain a normal state of inventory replenishment, thereby maintaining a high growth rate. On the other hand, the \"14th Five-Year Plan\" outline recommendations propose that state-owned enterprises should achieve breakthroughs in institutional innovation and improve the vitality and efficiency of state-owned enterprises during the \"14th Five-Year Plan\" period.During the European session, investors should pay close attention to a series of manufacturing PMI data to be released by the euro zone. At present, the global economy has passed the darkest moment brought about by the impact of COVID-19 pandemic. In December 2020<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>The global comprehensive, manufacturing and service PMI indexes are all above the boom-bust line. The PMI indicators of the euro zone and the United States show a marginal improvement trend. As a leading indicator, the new orders index of manufacturing PMI in the United States has risen to a new high of 67.90. Market participants are now looking forward to the initial eurozone PMI value to find some meaningful trading momentum.At the same time, investors should also pay attention to the manufacturing data of the UK. Due to the impact of the mutated virus, the UK manufacturing industry is sluggish. According to a survey, British manufacturers' worries about low-wage workers and material shortages have risen to the highest level in nearly 50 years. Before Britain left the EU single market at the end of last month, companies increased their stockpiling. Nearly half of the manufacturers surveyed are worried that the supply of raw materials or parts may limit output in the next quarter, and output is expected to record the biggest drop since June last year.During the New York session, investors need to focus on the manufacturing data of the United States. Since February last year, the outbreak of COVID-19 pandemic has caused a global economic recession, and the United States has lost about 540,000 factory jobs. Manufacturing, which accounts for about 12% of the U.S. economy, is in a downturn again. According to reports, Biden plans to create at least 5 million new manufacturing jobs, and will require the U.S. federal government to purchase U.S. goods and services with a budget of $400 billion within four years, and invest a budget of $300 billion in important U.S. technology research and development including artificial intelligence and 5G.In addition, the executive order signed by Biden stipulates one-third (approximately US $200 billion) of the US federal government's annual procurement funds of 600 billion. The bill requires that at least 50% of the components of a product must come from the United States before it is eligible for federal government procurement. Federal agencies also need to reassess the authenticity of \"Made in America\" ingredients to prevent foreign companies from selling \"OEM\" products to the U.S. government as \"Made in America\".The American Manufacturing Alliance praised Biden's efforts and urged concrete steps to be taken. Scott Paul, president of the organization, said in a statement that loopholes must be plugged, exemptions reduced, coverage for more federal spending and more manufactured goods expanded, and origin standards strengthened. Stronger domestic preferential policies, along with substantial new investments in infrastructure and clean energy, will spur job creation and new investment in U.S. factories.According to the analysis, buying American goods is politically good, but economically bad, which is not the way to create employment opportunities. Biden's executive order will increase the cost of \"Made in America\": on the one hand, expensive products will lead to a decline in sales; On the other hand, within a certain government budget, the increased cost will crowd out the funds used for other projects, such as building roads. And both results will kill American jobs.In the evening, investors should also pay a little attention to the 2021 Federal Reserve voting committee<a href=\"https://laohu8.com/S/300806\">Stick</a>In his speech, investors can find the Fed's views on the economic outlook and monetary policy outlook from his mouth.February 2 (Tuesday) Keywords: Alibaba/Google/Amazon/<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>Financial report, Eurozone fourth quarter GDP, OPEC + technical meetingFinancial reporting：Alibaba, Pfizer,<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/RCL\">Royal Caribbean Cruises</a>、<a href=\"https://laohu8.com/S/XOM\">ExxonMobil</a>(pre-market U.S. stocks);Amazon, Google,Lufax (after-hours U.S. stocks)<img src=\"https://static.tigerbbs.com/83341b019a0ce619f13ae57824344b16\" tg-width=\"612\" tg-height=\"226\" referrerpolicy=\"no-referrer\">At 11: 30, the Reserve Bank of Australia announced its interest rate decision.Pending OPEC + begins a two-day technical and monitoring ministerial meeting.03:00 FOMC Permanent Voting Committee, New York Fed Chairman<a href=\"https://laohu8.com/S/WMB\">Williams</a>Hosted an online talk event organized by the New York Economic Club.03:00 Cleveland Fed President Mester delivered an opening speech at the job market online event held by the Federal Reserve with the Atlanta, Boston, Cleveland and Philadelphia Feds.During the Asian session on February 2nd, the first thing investors should pay attention to is the interest rate decision of the Reserve Bank of Australia in February. Analysts believe that the Reserve Bank of Australia will continue to keep interest rates unchanged and bond purchases unchanged in this resolution. However, the analysis pointed out that the Reserve Bank of Australia may cut its asset purchase plan in April 2021. Although the Reserve Bank of Australia will present more optimistic economic growth, inflation and job market expectations at its regular meeting in February, the Reserve Bank is still expected to release dovish stance.According to the analysis, the rapid recovery of the job market will cause the Federal Reserve to end the quantitative easing Purchase (QE) bond purchase program in April. The current bond purchase program of the Reserve Bank of Australia is to buy 48 billion Australian dollars of government bonds. If it continues to buy 5 billion US dollars per week, it will reach the target of 100 billion Australian dollars by mid-April. Therefore, the Federal Reserve must announce whether to extend the program before the meeting on April 6th.During the European session, investors focused on the performance of the euro zone's GDP in the fourth quarter. At present, the market believes that although the economy of the euro zone rebounded sharply in the fourth quarter after the epidemic blockade, the economic growth of the euro zone is still weak.European Central Bank President Christine Lagarde said that judging from the economic data in the fourth quarter of last year, the economic recovery process of the euro zone has been delayed. Lagarde said that the euro zone economy should not get off the track of recovery. To this end, fiscal policy still needs to play a leading role, while maintaining an active monetary policy and ensuring favorable financing conditions to support the recovery of all economic sectors in the euro zone.Lagarde pointed out that 2021 is expected to be the year of recovery, but the first stage of recovery will still be accompanied by a high degree of uncertainty, and the second stage will be the transformation to a \"new economy\" characterized by digitalization and green. COVID-19 pandemic has not only promoted the economic transformation, but also brought challenges. On the one hand, progress has been made in digitalization and telecommuting, and all parties are paying more attention to tackling climate change; On the other hand, the actual unemployment level has increased, especially the unemployment risk of low-skilled workers has increased significantly. At the same time, the epidemic continues to affect the production and non-production sectors in the euro zone, and corporate R&D expenditures have also declined. Lagarde said that while maintaining fiscal and monetary policies, the euro zone should make investment more targeted, thus laying the foundation for the new economy.In addition, during the European session, OPEC + began to hold a two-day technical and monitoring ministerial meeting.At the end of last year, the OPEC + oil-producing country alliance decided to increase production in a limited manner starting from January this year. However, at present, OPEC + is somewhat unable to hold back. In December last year, the alliance increased crude oil production by 280,000 barrels per day. The implementation rate of production cuts hit a new low. The reason is that facing different difficulties, oil revenue is an important bargaining chip to solve a series of problems, and countries can't wait to increase production first to meet temporary needs.Among the countries with production reduction quotas, due to the economic crisis caused by the epidemic, the actual output of some countries exceeds the quota to obtain funds. Iraq's crude oil production increased a lot in December, and crude oil exports in the south of the country rose sharply. Iraq's crude oil production increased by 3.85 million barrels per day in December, 50,000 barrels per day above the quota. Many non-OPEC members, led by Russia, are equally eager to regain market share lost by the epidemic and increase production.In Russia, in particular, domestic oil companies have begun to gear up to increase production. Russian Deputy Prime Minister Novak has recently stated that although the OPEC + alliance allows Russia to further increase production, the country's production reduction implementation rate in December is still only 95% to 96%, producing about 500,000 more barrels of crude oil per day. Novak also made it clear that Russia's oil production in 2021 will exceed last year's production. Obviously, this will only bring more instability to the fragile international crude oil market.During the New York session, investors mainly focus on the permanent voting committee of the Federal Reserve, the chairman of the New York Fed<a href=\"https://laohu8.com/S/WMB\">Williams</a>The speech. We can find the policy tone of the core people within the Federal Reserve from his speech.February 3 (Wednesday) Keywords:<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>/Paypal/<a href=\"https://laohu8.com/S/YUMC\">Yum China</a>And other financial reports, China Caixin Services PMI, Eurozone Composite PMI, US ADP, US ISM Non-Manufacturing PMI, EIA Crude Oil InventoriesIn terms of financial reports: Qualcomm, PayPal, Yum China, eBay, Allstate (After Hours)<img src=\"https://static.tigerbbs.com/ef3c629b33b21939195d4b502b959b27\" tg-width=\"611\" tg-height=\"644\" referrerpolicy=\"no-referrer\">09:30 Reserve Bank of Australia President Lowe delivered a speech.Pending OPEC + to hold a Joint Ministerial Monitoring Committee (JMMC) meeting.The pending OPEC + technical and monitoring ministerial meeting has entered its second day.02:00 St. Louis Fed President Bullard gave a report on the U.S. economy and monetary policy at an online event.03:00 Philadelphia Fed President Harker delivered a speech at the job market online event held by the Federal Reserve with Atlanta, Boston, Cleveland and Philadelphia Feds.06:00 Chicago Fed President Evans delivered a speech on the current economic situation and monetary policy at an online event.During the Asian session on February 3rd, investors first paid a little attention to New Zealand's employment data, investors trading Australian dollars paid attention to Australia's construction permits, and then focused on China's January Caixin service PMI data, which will give clear guidance to market risk appetite in the morning.During the European session, investors need to pay attention to a series of comprehensive PMI data of the euro zone, as well as the UK PMI. However, since these PMI data are final values, the impact of the data on the market is relatively limited.During the New York session, investors should focus on the performance of the January ADP data of small non-farm payrolls in the United States. The Federal Reserve acknowledged a slowing recovery in economic activity and employment. After a two-day policy meeting this week, the Federal Reserve said that it would keep the benchmark short-term borrowing rate close to zero and maintain the asset purchase program, that is, the Federal Reserve will buy at least $120 billion a month. The above decision is in line with market expectations. In its monetary policy statement, the Fed noted that the pace of economic activity and employment recovery has slowed in recent months, with weakness concentrated in sectors hardest hit by the pandemic, and the statement reiterated that COVID-19 pandemic \"is causing enormous human and economic hardship in the U.S. and around the world.\" The Fed cut interest rates to zero in the early days of the pandemic in novel coronavirus pneumonia and has held that level ever since. Officials have been more aggressive in their commitment to low interest rates in recent months, pledging not to start a rate hike even if inflation is close to or slightly above the central bank's target of 2%.In addition to ADP data, investors should also pay attention to the performance of ISM non-manufacturing PMI data, which can also have an impact on the short-term trend of the market in the past.Next, investors trading crude oil focus on the impact of EIA crude oil inventory data on oil prices. Last week, EIA crude oil inventories plummeted by nearly 10 million barrels. Analysts said that as the refining industry continued to convert excess crude oil into refined oil, crude oil inventories dropped significantly, driving the market up. If inventories continue to decrease this week, then this will continue to provide support to oil prices.February 4 (Thursday) Keywords: Snap/Unity/<a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a>Waiting for earnings reports, U.S. jobless claims last week, U.S. durable goods orders and factory ordersFinancial report:<a href=\"https://laohu8.com/S/0HAF.UK\">Nokia</a>、<a href=\"https://laohu8.com/S/SNA\">Schneibo</a>(pre-market U.S. stocks); Snap, Gilead Sciences, pinterest, Unity Software Inc, Activision Blizzard (after-hours US stocks).For new shares:Xintong Medical-B is listed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/40c7f0684167f77535eadf82f51ef8f1\" tg-width=\"613\" tg-height=\"362\" referrerpolicy=\"no-referrer\">17:00 The European Central Bank publishes its economic bulletin.20:00 The Bank of England announces the interest rate decision and publishes the minutes of the meeting.During the Asian session on February 4th, investors trading Australian dollars paid a little attention to Australia's trade account data of goods and services, and then focused on the performance of the Chinese market.During the European session, investors paid a little attention to the monthly retail sales data of the euro zone in December, and then focused on the interest rate decision of the Bank of England. At present, the market generally expects the Bank of England to keep interest rates and bond purchases unchanged.Bank of England Bailey previously said that the recent resurgence of COVID-19 pandemic has plunged the British economy into a very difficult period and may delay the final recovery. We are in a very difficult time right now, and there is no doubt that this is likely to delay the economic recovery, he said. However, he added that the basic pattern of the recovery is likely to reflect the trajectory outlined by the Bank of England in a series of forecasts in November.Mr Bailey said he no longer thinks the UK's unemployment rate will peak at around 7-8pc as the Bank of England predicted two months ago because the Government has extended the Job Protection Scheme. But he said the unemployment rate may still be higher than the latest official estimate of 4.9%. Bailey said. Our best forecast is that the national unemployment rate may be around 6.5%. He added that economic activity will be sluggish in the first quarter until vaccine access is sufficient to allow some lockdown restrictions to be lifted.In addition, the market is still hyping up the negative interest rate of the Bank of England, which Bailey denied in his recent speech. He pointed out that the Bank of England is doing a lot of work with banks on whether negative interest rates are feasible. No country is in the financial market. The \"retail\" side uses negative interest rates and does not believe that the epidemic will lead to structural changes in the British economy.During the New York session, investors focused on a series of economic data released by the United States, including last week's initial jobless claims data and December industrial orders and durable goods orders.February 5 (Friday) Keywords: Kuaishou listing, U.S. January non-farm payrolls report, Canada January payrolls reportFor new shares:Kuaishou and Jianbei Miaomiao officially landed on the Hong Kong Stock Exchange.<img src=\"https://static.tigerbbs.com/fb7134a8dbba32c4e4dc705c3b9f01fe\" tg-width=\"614\" tg-height=\"596\" referrerpolicy=\"no-referrer\">During the Asian session on February 5th, investors paid a little attention to the Australian retail sales data, and then focused on the performance of the Chinese market.During the European session, investors can pay a little attention to the economic data of Germany and France. It is not expected that the market volatility will be limited during this period, and investors are waiting for the U.S. employment data in the evening.During the new york session, the market ushered in a feast of this week's market trend. In the United States, the non-farm payrolls report for January will be released.COVID-19 pandemic continues to spread, and the employment crisis in the United States continues to worsen. It was previously announced that the number of initial jobless claims last week showed that hundreds of thousands of people still claimed, indicating that the U.S. job market is still sluggish. At the end of last year, the U.S. Congress passed the second round of economic stimulus bill, which greatly increased the amount of unemployment benefits. However, due to harsh application conditions and low government efficiency, there are still a large number of unemployed people who are difficult to receive this \"life-saving money\".The previous Beige Book report released by the Federal Reserve also showed that the employment situation in the United States is grim. The report shows that the economy of most jurisdictions has achieved moderate growth, but the recovery of the job market has slowed down. In terms of the job market, employment in most jurisdictions has achieved growth, but the growth is slow. Compared with December last year, employment levels in more jurisdictions have declined. However, some industries, including construction and transportation, have strong demand for employment and are facing difficulties in recruiting workers.Although the current U.S. job market has improved significantly, the unemployment rate has dropped from 14.8% at the time of the outbreak to 6.7%, but it is still much higher than the pre-epidemic level, and the number of non-farm payrolls unexpectedly fell by 140,000 in December last year. The United States has not yet got rid of the epidemic, and the economic recovery still needs monetary policy support. Fed officials currently have different attitudes towards the direction of monetary policy. Some officials think it is too early and even support keeping the current scale of bond purchases unchanged before the end of the year. Therefore, the Federal Reserve's statement on the gradual withdrawal of QE is more about the expected management of the market, rather than the immediate implementation, and the room for long-term U.S. bond yields to recover is still relatively limited.Investors trading crude oil should also pay attention to the drilling platform data released in the evening, which will have an impact on the medium and long-term trend of oil prices.Saturday and Sunday, February 6-February 7: No important economic data and events\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/188c3e99437d0d898330ba09634bc763","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DUG":"二倍做空石油与天然气ETF(ProShares)","SDOW":"三倍做空道指30ETF-ProShares","TQQQ":"纳指三倍做多ETF","IVV":"标普500ETF-iShares","SPY":"标普500ETF","SSO":"2倍做多标普500ETF-ProShares","DDG":"ProShares做空石油与天然气ETF","SDS":"两倍做空标普500 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Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2107223910","content_text":"摘要：本周市场迎来OPEC+技术会议，各国制造业PMI以及美国非农就业报告。投资者还要密切关注疫情的进一步动态和民主党最新的财政刺激计划的谈判情况。财报方面，阿里巴巴、谷歌、亚马逊、PayPal等众多明星公司将扎堆发布财报；新股方面，快手、心通医疗将登陆港交所。重要经济数据和事件一览2月1日（周一）关键词：中国制造业PMI，欧元区、英国和美国制造业PMI03：00 2021年FOMC票委、亚特兰大联储主席博斯蒂克在美联储与亚特兰大、波士顿、克利夫兰以及费城联储举行的就业市场线上研讨会发表演说。04：10 波士顿联储主席罗森格伦发表讲话。2月1日亚洲时段，投资者首先关注各个品种开盘的走势情况。周末发生的消息可能会使得早间各个品种开盘出现跳空，并加剧市场价格的波动，投资者特别留意。亚洲时段除了开盘情况，接下来要关注澳大利亚的一些数据，这些数据会给澳元短线走势带来影响。当然最重要的还是中国市场的表现，中国方面也会公布1月份的财新制造业PMI。当前，新冠肺炎疫苗已经上市，并且接种正在有序推进，局部疫情爆发给经济总体带来的冲击将逐渐减弱。分析表示，随着我国宏观经济的逐渐修复，货币政策已回归常态化，并已基本实现了2020年全年目标。目前我国工业增加值进一步回升，高技术制造业生产表现亮眼。自2020年3月以来，中国制造业PMI指数一直位于荣枯线以上，生产热情高涨、新订单增加。海外疫情严峻影响生产，从而为我国制造业外需提供了有力支撑，2020年底制造业投资加速回升。2020年12月份，我国制造业投资单月增速为10.2%，较11月12.5%有所下降，但仍处于高位。根据判断，2021年我国制造业投资有进一步增长空间，尤其是高技术制造业将会持续表现良好。一方面，2021年上半年受海外强需求影响，我国制造业投资将保持正常补库存状态，从而维持较高的增速。另一方面，“十四五”规划纲要建议中提出，国有企业要在“十四五”时期实现制度创新突破、提高国有企业活力和效率的关键任务。欧洲时段，投资者要密切关注欧元区要公布的一系列制造业PMI数据，目前，全球经济已渡过了新冠疫情冲击带来的至暗时刻，2020年12月摩根大通全球综合、制造业和服务业PMI指数均在荣枯线之上，欧元区和美国的PMI指标呈现边际好转趋势，美国制造业PMI新订单指数作为领先指标已升至67.90的新高。市场参与者现在期待欧元区PMI初值，以寻找一些有意义的交易动力。同时投资者还要关注英国的制造业数据，由于受到变异病毒的影响，英国制造业低迷。有调查显示，英国制造商对低工资工人及物资短缺的担忧升至近50年来最高。而在上月底英国脱离欧盟单一市场前，企业增加囤货。近半数受访制造商担忧，原材料或零部件供应，可能限制未来1季的产出，预计产量将录得去年6月以来最大跌幅。纽约时段，投资者需要重点关注美国的制造业数据。自去年2月以来，新冠疫情暴发引起全球经济衰退，美国失去了约54万个工厂工作岗位。占美国经济约12%的制造业再次陷入低迷。据报道，拜登计划创造至少500万个新的制造业工作岗位，并将要求美国联邦政府在4年时间内，以4000亿美元的预算购买美国的商品与服务，将3000亿美元预算投资在包括人工智能和5G在内的美国重要科技研发上。此外，拜登签署的行政令对美国联邦政府每年6000亿采购经费中的三分之一（约2000亿美元）作出了规定。法案要求，一种产品至少有50%的零部件必须来自美国本土，才有资格成为联邦政府采购对象。联邦机构还需要重新评估“美国制造”成分的真实性，防止外国公司把“贴牌”产品当成“美国制造”卖给美国政府。美国制造业联盟对拜登的努力表示赞赏，并督促采取具体步骤。该组织总裁斯科特·保罗（Scott Paul）在一份声明中说，必须堵住漏洞，减少豁免，扩大对更多联邦开支和更多制成品的覆盖范围，加强原产地标准。更强有力的国产优惠政策，以及对基础设施和清洁能源的大量新投资，将刺激美国工厂创造就业机会和新投资。分析认为，买美国货政治上是好事，但在经济上却是坏事，这不是创造就业机会的方式。拜登的行政令将增加“美国制造”的成本：一方面，昂贵的产品会导致销量下滑；另一方面，在一定的政府预算内，增加的成本将挤占用于其他项目的资金，比如修建公路。而这两个结果都将扼杀美国的工作岗位。晚间，投资者还要稍加留意2021年美联储票委博斯迪克的讲话，投资者可以从他的口中找到美联储对经济前景和货币政策前景的观点。2月2日（周二）关键词：阿里巴巴/谷歌/亚马逊/辉瑞财报，欧元区四季度GDP，OPEC+技术会议财报方面：阿里巴巴、辉瑞、索尼、皇家加勒比邮轮、埃克森美孚（美股盘前）；亚马逊、谷歌、陆金所（美股盘后）11：30 澳洲联储公布利率决议。待定 OPEC+开始举行为期两天的技术、监测部长级会议。03：00 FOMC永久票委、纽约联储主席威廉姆斯主持由纽约经济俱乐部组织的线上谈话活动。03：00 克利夫兰联储主席梅斯特在美联储与亚特兰大、波士顿、克利夫兰以及费城联储举行的就业市场线上活动中致开幕词。2月2日亚洲时段，投资者首先要关注的是澳洲联储2月份的利率决议。分析认为，本次决议澳洲联储将继续维持利率不变，维持购债不变。不过，分析指出，澳洲联储可能会在2021年4月削减其资产购买计划，虽然澳洲联储将在2月的例会上呈现更多乐观的经济增长、通胀和就业市场预期，该联储料依旧将释放鸽派立场。分析指出，就业市场急速复苏将令该联储在4月结束量化宽松购买（QE）购债计划，澳洲联储目前的购债计划为购买480亿澳元政府债券，若继续每周购债50亿美元，到4月中旬将达到1000亿澳元的目标，因此该联储必须在4月6日的会议之前宣布是否延长该计划，市场普遍认为，该行将从4月份起将每周资产购买额从目前的50亿澳元减至不到20亿澳元，该联储可能走得更远，彻底结束量化宽松政策。欧洲时段，投资者重点关注欧元区四季度GDP的表现。目前市场认为虽然疫情封锁之后，欧元区四季度经济呈现大幅度反弹，但欧元区经济增长依然乏力。欧洲央行行长拉加德表示，从去年第四季度的经济数据判断，欧元区经济复苏进程有所延迟。拉加德表示，欧元区经济不应脱离复苏轨道。为此，财政政策仍需发挥主导作用，同时应保持积极的货币政策，确保有利融资条件，以支持欧元区所有经济部门复苏。拉加德指出，2021年有望成为复苏之年，但复苏的第一阶段仍将伴随高度不确定性，第二阶段则是向以数字化、绿色等为特征的“新经济”转型。新冠疫情既对经济转型产生了一定促进作用，也带来了挑战。一方面，数字化、远程办公等取得进展，各方也更重视应对气候变化；另一方面，实际失业水平升高，特别是低技能工人失业风险显著上升。同时，疫情持续影响欧元区生产及非生产部门，企业研发支出也出现下滑。拉加德说，欧元区在保持财政和货币政策力度的同时，应让投资更具针对性，进而为新经济奠定基础。此外，欧洲时段，OPEC+开始举行为期两天的技术、监测部长级会议。去年年末，OPEC+产油国联盟决定从今年1月起进行有限增产。然而，目前OPEC+有些按捺不住。去年12月，该联盟将原油日产量提高了28万桶。减产执行率方面创新低。究其原因，面临不同的困境，石油收入是解决一系列问题的重要筹码，各国都迫不及待地抢先增产，以应一时之需。有减产限额的国家中，由于陷入疫情带来的经济危机，部分国家实际产量超过限额，以获取资金。伊拉克12月的原油产量增加不少，该国南部的原油出口急剧上升。12月伊拉克原油产量增加了385万桶/日，比配额高出了5万桶/日。以俄罗斯为首的许多非OPEC成员国同样渴望夺回因疫情而失去的市场份额，并增产。尤其是俄罗斯，该国国内的石油公司已经开始为增加产量摩拳擦掌。俄罗斯副总理诺瓦克已经于近期表示，尽管OPEC+联盟允许俄罗斯进一步增产，该国12月的减产执行率仍只有95%~96%，约多生产50万桶/日的原油。诺瓦克也明确表示，俄罗斯2021年的石油产量将超过去年的产量。显然，这只会为脆弱的国际原油市场带来更多的不稳定因素。纽约时段，投资者主要关注美联储永久票委，纽约联储主席威廉姆斯的讲话。我们可以从他的讲话中找到美联储内部核心人士的政策基调。2月3日（周三）关键词：高通/Paypal/百胜中国等财报，中国财新服务业PMI，欧元区综合PMI，美国ADP，美国ISM非制造业PMI，EIA原油库存财报方面：高通、PayPal、百胜中国、eBay、好事达（盘后）09：30 澳洲联储主席洛威发表讲话。待定 OPEC+举行联合部长级监督委员会（JMMC）会议。待定 OPEC+技术、监测部长级会议进入第二天。02：00 圣路易斯联储主席布拉德在一场线上活动中就美国经济与货币政策进行报告。03：00 费城联储主席哈克在美联储与亚特兰大、波士顿、克利夫兰以及费城联储举行的就业市场线上活动中发表演讲。06：00 芝加哥联储主席埃文斯在一场线上活动中就当前经济情势与货币政策发表讲话。2月3日亚洲时段，投资者首先稍加留意新西兰的就业数据，交易澳元的投资者关注澳大利亚的营建许可，然后重点关注中国的1月财新服务业PMI数据，该数据将会给早间市场风险偏好情绪带来明确的指引。欧洲时段，投资者需要关注一系列的欧元区综合PMI数据，同时也要关注英国PMI，不过由于这些PMI数据都是终值，因此数据对市场的影响就相对有限了。纽约时段，投资者应该重点关注美国小非农1月ADP数据的表现。美联储承认经济活动和就业复苏放缓。本周美联储在为期两日的政策会议后表示，将维持指标短期借款利率在接近零的水平，并维持资产购买计划，即美联储每月至少购买1200亿美元，上述决定符合市场预期。在货币政策声明中，美联储指出，近几个月经济活动和就业复苏步伐放缓，疲弱集中在受疫情影响最严重的行业，声明重申，新冠疫情“正在美国和世界各地造成巨大的人力和经济困难。”美联储在新冠肺炎大流行初期将利率降至零，此后一直保持这一水平。近几个月来，官员们对低利率的承诺更加积极，承诺即使通胀率接近或略高于央行设定的2%的目标，也不会开始加息。除了ADP数据，投资者也要关注ISM非制造业PMI数据的表现，该数据以往也能给市场短线走势带来冲击。接下来，交易原油的投资者重点关注EIA原油库存数据给油价带来的影响。上周EIA原油库存骤降接近1000万桶，分析表示，炼油行业继续将过剩的原油转化为成品油之际，原油库存大幅减少，带动市场上涨。如果本周库存继续减少，那么这将继续给油价带来支撑。2月4日（周四）关键词：Snap/Unity/动视暴雪等财报，美国上周初请失业金，美国耐用品订单和工厂订单财报方面：诺基亚、施耐宝（美股盘前）；Snap、吉利德科学、pinterest、Unity Software Inc、动视暴雪（美股盘后）。新股方面：心通医疗-B港交所上市。17：00 欧洲央行公布经济公报。20：00 英国央行公布利率决议，并公布会议记录。2月4日亚洲时段，交易澳元的投资者稍加留意澳大利亚的商品和服务贸易帐数据，然后重点关注中国市场表现。欧洲时段，投资者稍加留意欧元区12月零售销售月率数据，然后重点关注英国央行利率决议。目前，市场普遍预期英国央行将维持利率和购债规模不变。英国央行贝利此前称，最近新冠疫情复燃，使英国经济陷入非常艰难的时期，可能会延迟最终的复苏。他表示，我们目前正处于一个非常困难的时期，毫无疑问，这很可能会推迟经济复苏。不过他补充称，复苏的基本形态很可能反映英国央行在11月一系列预测中勾画的轨迹。贝利表示，他不再认为英国的失业率会像英国央行两个月前预测的那样在7-8%左右触顶，因为政府已经延长工作保护计划。但他说，失业率可能仍会高于官方最新估计的4.9%。贝利说。我们的最好预测是，全国失业率可能在6.5%左右。他补充称，在疫苗普及程度足以允许解除部分封锁限制之前，第一季度的经济活动将会低迷。此外，市场还在热炒英国央行的负利率，对此贝利在最近的讲话中予以否认，他指出，英国央行正在与银行就负利率是否切实可行进行大量的工作，没有哪个国家在金融市场的”零售“端使用负利率，不认为疫情会导致英国经济发生结构性转变。纽约时段，投资者重点关注美国公布的一系列经济数据，其中包括上周初请失业金数据和12月工业订单，耐用品订单。2月5日（周五）关键词：快手上市、美国1月非农就业报告，加拿大1月就业报告新股方面：快手、健倍苗苗正式登陆港交所。2月5日亚洲时段，投资者稍加留意澳大利亚零售销售数据，然后重点关注中国市场表现。欧洲时段，投资者稍加留意德国和法国的经济数据即可。不够料该时段市场波动有限，投资者都在等待晚间美国就业数据。纽约时段，市场迎来本周行情走势的盛宴。美国方面，将会公布1月份的非农就业报告。新冠疫情持续扩散，美国就业危机也在继续恶化。此前公布的，上周初请失业金人数就显示仍然有几十万人申领，显示美国就业市场仍然低迷。去年年末，美国国会通过了第二轮经济刺激法案，大幅提高了失业救济金的数额。然而由于申请条件苛刻、政府效率低下等原因，仍然有大批失业者难以领到这笔“救命钱”。此前美联储公布的褐皮书报告也显示，美国就业形势严峻。报告显示，多数辖区经济实现温和增长，但就业市场复苏放缓。就业市场方面，多数辖区就业实现增长但增长缓慢。与去年12月相比，更多辖区就业水平出现下滑。不过，包括建筑、运输在内的某些行业用工需求旺盛，面临招工难问题。目前美国就业市场虽有明显改善，失业率由疫情暴发时的14.8%下降至6.7%，但仍远高于疫情前的水平，且去年12月非农就业人数意外下滑14万人。美国仍未摆脱疫情困扰，经济回升仍需货币政策支持。美联储官员目前对于货币政策走向态度不一，部分官员认为为时尚早，甚至支持在年底前保持当前购债规模不变。因此，美联储关于逐步退出QE的表态更多是对市场进行预期管理，并非当下实施，长期美债收益率回升空间仍相对有限。交易原油的投资者也要关注晚间公布的钻井平台数据，该数据会对油价中长期的走势带来影响。2月6日-2月7日周六和周日：无重要经济数据和事件","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"ESmain":0.9,"QMmain":0.9,"CLmain":0.9,"SDS":0.9,"DOG":0.9,".IXIC":0.9,"MNQmain":0.9,"SPXU":0.9,"ZNmain":0.9,"SQQQ":0.9,"UPRO":0.9,"ZBmain":0.9,"SH":0.9,"IVV":0.9,"DUG":0.9,"ZFmain":0.9,"DDG":0.9,"SPY":0.9,"OEX":0.9,"USO":0.9,"QLD":0.9,"TNmain":0.9,"ZTmain":0.9,"SCO":0.9,"PSQ":0.9,"DDM":0.9,"OEF":0.9,"DWTIF":0.9,"NQmain":0.9,"DXD":0.9,"TQQQ":0.9,"SSO":0.9,".DJI":0.9,"QQQ":0.9,"QID":0.9,"BZmain":0.9,"UBmain":0.9,"DJX":0.9,"SDOW":0.9,"UCO":0.9,"UWTIF":0.9,"UDOW":0.9,".SPX":0.9,"DWT":0.9}},"isVote":1,"tweetType":1,"viewCount":2371,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}