【财经期刊FM

期刊FM"/>

【财经期刊FM

---

title: 【财经期刊FM-Radio｜2020年11月21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↓↓】

担忧美联储救市刺激退场，美股重启跌势，欧股涨，金银油铜比特币上涨，开心汽车股价翻倍，阿里和拼多多涨超4%。

美国单日新增超18万；辉瑞向FDA提交紧急使用授权申请；欧盟最快12月批准新冠疫苗；加州新居家令生效，特斯拉豁免。

上交所就近期债券市场个别风险事件和服务实体经济回答记者提问。

华晨集团正式破产重整；证监会出手，对华晨汽车集团及相关中介机构采取有关措施。

高毅资产澄清：腾讯系高毅财务投资人，冯柳重仓股不存在锁定期卖出行为；已对相关造谣者启动司法程序。

鲍威尔称美联储将按要求，将尚未使用的资金退还美国财政部；共和党领袖支持将未用完的美联储工具专用款投入新刺激；美国财长称人们误解了美联储的资金支持决定，美国还有大量火力。

通用推“五年计划”大举加码电动车：预算猛增35%，狂推30款新车型。

市场概述

道指和标普终结两周连涨，道指跌超200点，波音跌近3%领跌成份股，辉瑞涨超1%表现最好；信息技术板块跌1%领跌标普；早盘转涨的纳指午盘转跌，但全周累涨，FAANMG六大科技股仅奈飞收涨，特斯拉跌近2%跌落纪录高位，Zoom涨超6%；开心汽车股价翻倍；小鹏汽车涨超10%，和另两只中概电动车股均创最大周涨幅，阿里和拼多多涨超4%。

欧股反弹逼近八个多月高位，连涨三周。美元指数终结六日连跌；离岸人民币本周涨近500点；比特币冲向1.9万美元逼近历史高位，一周涨超2000美元。伦铜创近两年半新高，本周涨超4%创两个月最大周涨幅。原油重启涨势创9月初来新高，本周涨5%连涨三周。黄金走出一周多低谷，金银终结三连跌但仍连跌两周。欧美国债续涨。

市场收报

美股：标普500跌幅0.68%。道琼斯跌幅0.75%。纳斯达克跌幅0.42%。全周，标普500累跌0.77%，道指累跌0.73%，纳指累涨0.22%。

欧股：欧洲STOXX 600指数收涨0.52%，全周累涨1.15%，连续第三周上涨。德国DAX 30指数收涨0.39%，全周累涨0.46%。法国CAC 40指数收涨0.39%。英国富时100指数收涨0.27%。

A股：沪指收报3377.73点，涨0.44%，成交额3127亿元。深成指收报13852.42点，涨0.54%，成交额4383亿元。创业板指收报2667.09点，涨0.83%，成交额1789亿元。

黄金：COMEX 12月黄金期货收涨0.6%，报1872.40美元/盎司，全周累跌0.7%。

原油：WTI 12月原油期货收涨0.41美元，涨幅0.98%，报42.15美元/桶，全周累涨5.03%。布伦特1月原油期货收涨0.76美元，涨幅1.72%，报44.96美元/桶，全周累涨5.09%。

比特币：CME比特币期货BTC主力合约报18610美元，较周四纽约尾盘涨2.85%，盘中交投于17740-18880美元区间，全周累涨14.38%。

ETF：标普500 SPY收跌0.68%，纳斯达克100 QQQ收跌0.68%，黄金GLD收涨0.3%，金矿GDX收涨1.04%，白银SLV收涨0.31%，美国原油基金USO收涨0.62%，中国科技ETF-Guggenheim CQQQ收涨0.51%。

海外疫情

全球累计确诊逾5783万例，死亡逾137万例。

Worldmeters单日新增病例：美国超16.1万，印度超4.6万，巴西超3.7万，意大利超3.7万；约翰斯·霍普金斯大学统计数据显示，美国单日新增超18万。

辉瑞向FDA提交新冠疫苗紧急使用授权申请；最快一个月开始接种。

媒体：欧盟最快在12月批准BioNTech、Moderna新冠疫苗。

美国五家机构告知员工，他们可在最短8周内获得疫苗。

美加边境关闭时间延长。

加州新居家令生效，特斯拉被豁免。

要闻详情

上交所就近期债券市场风险事件答记者问 Shanghai StockExchange answers reporters’ questions on recent bond market risk events

上交所相关负责人就近期债券市场个别风险事件和服务实体经济回答了记者的提问。后续，上交所将进一步加强公司债券风险管理和推进违约处置工作：一是加强自律监管。上交所对重大违法违规行为坚持“零容忍”，将依法依规采取监管措施，严肃处理，切实维护市场秩序，保护投资者合法权益。二是加强风险监测排查。落实公司债券风险监测机制，加强相关行业、地区存在个别风险隐患企业的风险排查，及时发现、及时预警、及时督促化解处置。三是形成监管合力。加强信息沟通，加强跨市场监管协同，督促发行人、中介机构落实风险管理责任和化解处置风险。
The relevant person in charge of theShanghai Stock Exchange answered reporters’ questions on individual risk eventsin the bond market and serving the real economy. In the future, the ShanghaiStock Exchange will further strengthen corporate bond risk management andadvance the handling of defaults: First, strengthen self-regulation. TheShanghai Stock Exchange adheres to “zero tolerance” for majorviolations of laws and regulations, and will take regulatory measures inaccordance with laws and regulations to deal with it seriously, effectivelymaintain market order, and protect the legitimate rights and interests ofinvestors. The second is to strengthen risk monitoring and investigation.Implement the corporate bond risk monitoring mechanism, strengthen the riskinvestigation of companies with individual potential risks in relatedindustries and regions, and promptly discover, give early warning, and promptlysupervise and resolve the risks. The third is to form a regulatory force.Strengthen information communication, strengthen cross-market supervision andcoordination, and urge issuers and intermediaries to implement risk managementresponsibilities and resolve risks.

华晨集团正式破产重整 Brilliance Groupofficially went bankrupt and reorganized

据新华社，华晨集团正式进入破产重整程序。有关负责人表示，本次重整只涉及集团本部自主品牌板块，不涉及集团旗下上市公司及与宝马、雷诺等的合资公司。
According to Xinhua News Agency, BrillianceGroup officially entered the bankruptcy reorganization process. The person incharge said that this reorganization only involves the self-owned brand of thegroup’s headquarters, and does not involve the group’s listed companies andjoint ventures with BMW and Renault.

证监会出手！对华晨汽车集团及相关中介机构采取有关措施 The SecuritiesRegulatory Commission shot! Take relevant measures against BrillianceAutomotive Group and related intermediaries

证监会周五对华晨集团采取出具警示函的行政监管措施并决定对其涉嫌信息披露违法违规立案调查，对华晨集团有关债券涉及的中介机构进行同步核查，严肃查处有关违法违规行为。
The China Securities Regulatory Commissiontook administrative supervision measures to issue a warning letter againstBrilliance Group on Friday and decided to file an investigation on itssuspected violations of information disclosure, conduct simultaneousinspections of intermediaries involved in Brilliance Group’s bonds, andseverely investigate and deal with violations of laws and regulations.

高毅资产澄清：腾讯系高毅财务投资人，冯柳重仓股不存在锁定期卖出行为 Gao Yi Assetsclarified: Tencent is an investor in Gao Yi Finance, and Feng Liu Shigekurashares do not sell during lock-up period

11月20日，高毅资产召开沟通会，对几个市场关注的重要话题，予以了澄清。高毅高管表示，腾讯是高毅的财务投资人，并无董事席位，持股比例仅为个位数百分比。腾讯不参与高毅的投资、经营和管理。所有投资决策信息均与外部包括外部股东完全隔离，高毅与腾讯之间不具有一致行动人关系。高毅资产在媒体沟通会上表示，目前已对最先传播“GY被查”的某微博大V（现工作于某券商），向中国证券业协会投诉，并对相关造谣者启动司法程序。
On November 20, Gaoyi Assets held acommunication meeting to clarify several important topics of market concern.Gao Yi executives said that Tencent is Gao Yi’s financial investor and has noboard seats, and its shareholding ratio is only a single-digit percentage.Tencent does not participate in Gao Yi’s investment, operation and management.All investment decision-making information is completely isolated from theoutside, including external shareholders, and Gao Yi does not have a concertedperson relationship with Tencent. Gao Yi Assets stated at the mediacommunication meeting that it has filed a complaint with the SecuritiesAssociation of China against a Weibo big V who was the first to spread “GYunder investigation” (now working for a securities firm), and initiatedjudicial proceedings against related rumors.

美联储工具注定“牺牲”！鲍威尔同意退还未用完资金共和党领袖支持投入新刺激 Fed tools aredestined to “sacrifice”! Powell agrees to withdraw unspent funds,Republican leader supports new stimulus

共和党领袖麦康奈尔支持美国财长姆努钦的策略，认为应该未用完的美联储工具专用款改用于一些紧急且重要的有针对性救助措施。此前姆努钦称，要和共和党领袖讨论，在民主党人的帮助下出台有针对性的新刺激方案。
Republican leader McConnell supports thestrategy of U.S. Treasury Secretary Mnuchin and believes that the unused Fed’sspecial funds for tools should be used for some urgent and important targetedrelief measures. Earlier, Mnuchin said that he would discuss with Republicanleaders and introduce new targeted stimulus plans with the help of Democrats.

美国财长：人们误解了美联储的资金支持决定，美国还有大量火力 US TreasurySecretary: People have misunderstood the Fed’s financial support decision, andthe US still has a lot of firepower

姆努钦否认财政部的决策基于两党政治分歧，评价称“这是一件非常简单的事情，我们遵循的是国会宗旨”，共和党领袖周五讨论更有针对性的财政刺激方案。现货黄金和白银短线上扬，白银涨幅一度扩大至2%。
Mnuchin denied that the decision of theTreasury Department was based on political differences between the two parties.He commented that “this is a very simple matter, and we follow the purposeof Congress.” Republican leaders discussed a more targeted fiscal stimulusplan on Friday. Spot gold and silver rose short-term, and silver rose onceexpanded to 2%.

通用推“五年计划”大举加码电动车：预算猛增35%，狂推30款新车型 GM pushes"five-year plan" to increase its electric vehicles: budget soars by35%, and 30 new models are madly pushed

想成为电动车行业的第一。
Want to be the number one in the electricvehicle industry.

辉瑞为新冠疫苗递交紧急使用授权（EUA）申请 Pfizer submitsemergency use authorization (EUA) application for new crown vaccine

辉瑞制药已经为其新冠肺炎疫苗向美国食品药品管理局（FDA）提出紧急使用授权（EUA）申请。辉瑞股价收涨1.4%。
Pfizer has submitted an emergency useauthorization (EUA) application to the U.S. Food and Drug Administration (FDA)for its new coronary pneumonia vaccine. Pfizer shares closed up 1.4%.

媒体：欧盟最快在12月批准BioNTech、Moderna新冠疫苗 Media: The EuropeanUnion will approve BioNTech and Moderna’s new crown vaccine as soon as December

最快下个月，BioNTech和Moderna的新冠疫苗有望获得有条件的欧盟市场营销许可。目前，欧盟总共订购了约12亿剂疫苗，但尚不清楚如何在各成员国之间分配。
As soon as next month, BioNTech andModerna’s new crown vaccines are expected to obtain conditional EU marketinglicenses. At present, the EU has ordered a total of about 1.2 billion doses ofvaccines, but it is not clear how to distribute among the member states.

今日见闻历

11月21日，星期六，忌畏首畏尾

人要是惧怕痛苦，惧怕种种疾病，惧怕不测的事件，惧怕生命的危险和死亡，他就会什么也不能忍受的。
If a person is afraid of pain, fear of various diseases, fear of unexpected events, fear of life danger and death, he will be unable to bear anything.

今日要闻前瞻

G20领导人峰会。

作者：张良信息咨询服务工作室
Author: Zhang information consulting services studio
链接：/
/
著作权归作者所有。商业转载请联系作者获得授权，非商业转载请注明出处。
The copyright belongs to the author. For commercial reprints, please contact the author for authorization. For non-commercial reprints, please indicate the source.
风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。
Risk Warning: The opinions mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. Buy and sell accordingly at your own risk.
来源：华尔街见闻
Source: Wall Street

AI擒牛 智能港美股