---

title: 【財經期刊FM-Radio｜2021年03月09日】

微信公眾號： 張良信息咨詢服務工作室

【今日熱點新聞一覽↓↓】

美股兩重天，道指盤中新高，納指跌超2%，中概ETF跌超7%，游戲驛站漲超40%；10年期美債收益率重上1.60%；原油盤中漲近3%后轉跌；黃金近11個月新低。

發改委：不以GDP增速論英雄；繼續引導放開新能源車限購；今年將出臺“十四五”新型基礎設施建設規劃。

中國政府正式核準15國自貿協定RCEP，正加快推進協定實施技術準備。

工信部：瞄準“電動化、網聯化、智能化”方向，扎實推動汽車強國建設；工信部長：發展5G和芯片不能一哄而起。

上海房貸新政顯威力，經營貸入房市被要求提前還款。

小鵬汽車四季度凈虧損大幅收窄至7.87億元，首次實現全年毛利轉正。

美圖成為首家買入比特幣的港股上市公司，上周投入1790萬美元買幣。

汽車之家上市遇冷？有券商意外出現棄購。

耶倫：大規模刺激不會制造美國通脹問題；明年將回到充分就業水平；正著手研究比1.9萬億刺激更好的計劃。

英央行行長：英國經濟仍偏下行風險，在為負利率做準備但并非已確定選此工具；今年末料將結束購債。

歐央行連續第二周減少購買債券，上周買入規模創兩月新低。

英版“餓了么”Deliveroo計劃上市，估值100億美元。

以太坊迎來里程碑：“倫敦”硬分叉獲批。

“牛市女皇”Cathie Wood：在拋售中發現巨大買入機會，仍看好特斯拉。

市場概述

美股分化加大，道指午盤漲超600點創盤中新高，收漲逾300點，波音漲超6%領跑成份股；納指跌超2%創近三月新低，蘋果等三只龍頭科技股跌超4%；特斯拉跌近6%；標普午盤轉跌，IT板塊跌超2%；散戶抱團股Express漲超60%，游戲驛站漲超40%。泛歐股指漲超2%，創近三周新高及四個月最大漲幅。10年期美債收益率重上1.60%。美元指數創三個半月新高，比特幣盤中逼近5.2萬美元。原油在沙特重要油港和沙特阿美所在城市遭導彈襲擊后一度漲近3%，盤中轉跌，跌落兩年高位，盤后跌超2%。黃金四連陰創近11個月新低，倫銅終結三連跌走出兩周低谷。

市場收報

美股：道指收漲0.97%。標普500收跌0.54%。納指收跌2.41%。

歐股：歐洲STOXX 600指數收漲2.10%。德國DAX 30指數收漲3.31%。法國CAC 40指數收漲2.08%。英國富時100指數收漲1.34%。

A股： 滬指收報3421.41點，跌2.30%，成交額4539億元。深成指收報13863.81點，跌3.81%，成交額5254億元。創業板指收報2728.84點，跌4.98%，成交額1864億元。

黃金：COMEX 4月黃金期貨收跌1.2%，報1678.00美元/盎司。

原油：WTI 4月原油期貨收跌1.04美元，跌幅1.57%，報65.05美元/桶。布倫特5月原油期貨收跌1.12美元，跌幅1.61%，報68.24美元/桶。

比特幣：CME比特幣期貨BTC主力合約報52230美元，較上周五紐約尾盤漲5.40%，盤中交投于49500-52425美元區間，上周累漲逾6.60%。

ETF：標普500 SPY收跌0.5%，納斯達克100 QQQ收跌2.83%，黃金GLD收跌1.02%，金礦GDX收跌1.32%，白銀SLV收跌0.17%，美國原油基金USO收跌2.15%，中國科技ETF-Guggenheim CQQQ收跌7.11%。

海外疫情

全球累計確診逾1億1771萬，死亡261萬。

Worldmeters單日新增病例：美國3.4萬，印度1.5萬，巴西3.2萬，俄羅斯1萬，意大利近1.4萬。

高盛：多數發達經濟體將三季度初實現群體免疫。

美疾控中心呼吁接種過疫苗的人群仍應避免旅行，遭航空業反對。

加州發布指引允許4月1日開放娛樂性公園，迪士尼加州樂園有望4月重新開業。

要聞詳情

A股機構抱團股瓦解權重股遭拋售貴州茅臺跌近5%

A-share institutional conglomerates disintegrated, heavyweight stockssold, Guizhou Maotai down nearly 5%

三大指數集體下跌，創業板指跌5%，失守2800點。白酒概念跌幅居前，權重股貴州茅臺遭拋售，跌5%拖累股指。

The three major indexes fell collectively,and the gem index fell 5%, falling to 2800 points. The Baijiu concept was the biggestdrop, while the heavyweight Guizhou Moutai was sold down, or 5%.

一文看懂發改委發布會：不以GDP增速論英雄；繼續引導放開新能源車限購；今年將出臺“十四五”新型基礎設施建設規劃

The press conference of the nationaldevelopment and Reform Commission: don’t talk about heroes by GDP growth rate;continue to guide and release the restrictions on the purchase of new energyvehicles; this year, the new infrastructure construction plan of the “14thfive year plan” will be issued

發改委副主任胡祖才稱：“（“十四五”）經濟增長目標以定性表述為主、隱含定量表述，并不意味著不要GDP增速。”

發改委副主任寧吉喆稱，以國內主動工作的確定性來對沖國際復雜環境的不確定性；要開展汽車下鄉和汽車以舊換新，引導一些地方和城市繼續放開新能源汽車限購政策和增加指標；推進綠色低碳循環發展，實現單位GDP能耗降低3%左右、主要污染物排放量繼續下降的目標；今年將出臺“十四五”新型基礎設施建設規劃，大力發展數字經濟，拓展5G應用，加快工業互聯網、數據中心等建設；繼續加強基礎研究、應用研究和科技成果的轉移轉化，要深入謀劃推進“科技創新2030—重大項目”，“十四五”全社會研發經費投入年均增長7%以上。 Hu Zucai, deputydirector of the national development and Reform Commission, said:“the” fourteenth five year plan “economic growth target is mainlyexpressed qualitatively and implicitly quantitatively, which does not mean thatGDP growth is not needed.”

Ning Jizhe, deputy director of the nationaldevelopment and Reform Commission, said: to hedge the uncertainty of theinternational complex environment with the certainty of domestic active work;to carry out automobile going to the countryside and exchanging the old for thenew, to guide some places and cities to continue to liberalize the purchaserestriction policy of new energy vehicles and increase the indicators; topromote green and low-carbon circular development, to reduce the energyconsumption per unit GDP by about 3%, and to continue to reduce the emissionsof major pollutants This year, we will issue the new infrastructure constructionplan for the “14th five year plan”, vigorously develop the digitaleconomy, expand 5g applications, and accelerate the construction of industrialInternet and data center; continue to strengthen the transfer andtransformation of basic research, applied research, and scientific andtechnological achievements, and deeply plan to promote the “scientific andtechnological innovation 2030 - major projects” and the “14th fiveyear plan” of the whole society’s R & D investment It increased bymore than 7%.

中國政府正式核準15國自貿協定RCEP，正加快推進協定實施技術準備

The Chinesegovernment has officially approved the 15 nation free trade agreement RCEP andis speeding up the technical preparation for its implementation

商務部長王文濤稱，中國政府已經正式核準《區域全面經濟伙伴關系協定》（RCEP），正在加快推進實施技術準備方面的工作，一些成員國也在加快推進核準。到目前為止，包括關稅減讓、原產地認證等準備工作進展順利。從最新進度看，大部分技術準備已處于“萬事俱備只欠東風”的階段，一旦協定生效即可馬上落地實施。

Wang Wentao, Minister of Commerce, saidthat the Chinese government has officially approved the regional comprehensiveeconomic partnership agreement (RCEP) and is speeding up the implementation oftechnical preparations. Some member states are also speeding up the approvalprocess. So far, the preparatory work including tariff reduction andcertification of origin has been progressing smoothly. Judging from the latestprogress, most of the technical preparations are in the stage of"everything is ready but the east wind". Once the agreement comesinto effect, it can be implemented immediately.

RCEP整合東盟十國、中日韓、澳大利亞、新西蘭十五國。王文濤說，RCEP簽署以后，意味著占全世界三分之一經濟總量的地區能夠形成一個統一的大市場，這個市場是充滿潛力和活力的。

RCEP integrates 10 ASEAN countries, 15China, Japan, South Korea, Australia and New Zealand. Wang Wentao said thatafter the signing of RCEP, it means that regions accounting for one third ofthe world’s total economy can form a unified big market, which is full of potentialand vitality.

工信部長喊話各地：發展5G和芯片，不能一哄而起

The Minister ofindustry and information technology calls for the development of 5g and chips

工信部部長肖亞慶稱，要發展新興的戰略產業，比如5G和通訊設備的芯片，“但是，新產業發展不能搞盲目重復建設，也要防止一哄而起，要按照市場化、法治化規律有序發展。此外，還要特別鼓勵集群發展。”

Xiao Yaqing, Minister of the Ministry ofindustry and information technology, said that it is necessary to developemerging strategic industries, such as 5g chips and communication equipmentchips. "However, the development of new industries should not blindlyduplicate construction, but also prevent mass action, and develop in an orderlymanner according to the law of marketization and legalization. In addition, weshould encourage cluster development in particular. "

工信部：瞄準“電動化、網聯化、智能化”方向，扎實推動汽車強國建設

Ministry of industryand information technology: Aiming at the direction of “electrification,networking and intellectualization” to promote the construction ofautomobile power

工信部副部長辛國斌主持召開汽車產業擴大開放座談會，指出要系統謀劃推動產業轉型升級的戰略舉措，落實《新能源汽車產業發展規劃（2021—2035年）》，瞄準“電動化、網聯化、智能化”方向，統籌發展和安全，加強政策標準法規協同，加快完善安全監管體系，扎實推動汽車強國建設。

Xin Guobin, Vice Minister of the Ministryof industry and information technology, presided over the Symposium onexpanding the opening up of the automobile industry. He pointed out that it wasnecessary to systematically plan the strategic measures to promote thetransformation and upgrading of the industry, implement the development planfor the new energy automobile industry (2021-2035), aim at the direction of"electrification, networking and intellectualization", coordinate thedevelopment and safety, strengthen the coordination of policies, standards andregulations, and accelerate the improvement of the safety supervision system Topromote the construction of a powerful automobile country.

上海房貸新政顯威力，經營貸入房市被要求提前還款

The new policy ofShanghai housing loan shows its power, and the business loan into the housingmarket is required to repay in advance

上海加快推行年初的房貸新政，進入房市的經營性貸款被要求提前還款。網傳的《個人貸款提前收回告知函》顯示，借款人如果不能趕緊籌錢還上貸款，抵押的房子就會被銀行沒收

Shanghai accelerated the implementation ofthe new housing loan policy at the beginning of the year, and business loansentering the housing market were required to repay in advance. According to theonline “notice on early recovery of personal loan”, if the borrowerfails to raise money to repay the loan, the mortgaged house will be confiscatedby the bank

小鵬汽車Q4凈虧損大幅收窄至7.87億元首次實現全年毛利轉正｜財報見聞

Xiaopeng’s Q4 netloss narrowed sharply to 787 million yuan, realizing full year gross profit tobe positive for the first time

學習特斯拉？美圖成為首家買入比特幣的港股上市公司

Learning from Tesla?Meitu became the first listed company to buy bitcoin

上周，美圖買入價值1790萬美元的近380枚比特幣和2210萬美元的1.5萬枚以太幣，成為第一家購買比特幣的香港上市公司。

Last week, Meitu bought nearly 380 bitcoinsworth US $17.9 million and 15000 ether coins worth US $22.1 million, becomingthe first Hong Kong listed company to buy bitcoin.

頂級蘋果分析師郭明錤：MR/AR是科技業下一個10年大趨勢

Top Apple analystGuo Mingxu: MR / AR is the next 10-year trend of technology industry

郭明錤認為，MR/AR將是下一個定義電子產品的創新人機介面的關鍵技術。蘋果預計將在2022年中推出頭盔式產品，售價可能與高配iPhone相近。

Guo believes that Mr / AR will be the nextkey technology to define the innovative human-computer interface of electronicproducts. Apple is expected to launch helmet products in the middle of 2022,and the price may be similar to that of the high-end iPhone.

汽車之家上市遇冷？有券商意外出現棄購

Auto home’s listingcold? Unexpected abandonment of securities companies

值得警惕的是，汽車之家行業內的競爭對手多背靠大樹——懂車帝為字節跳動孵育品牌，而易車背后則有騰訊的身影，且董事長正是造車新勢力蔚來的創始人李斌。 It’s worth noting thatmost of the competitors in the auto home industry rely on the big tree tocultivate their brands. Behind e-Car is Tencent, and the chairman of e-Car isLi Bin, the founder of new car building forces.

耶倫：大規模刺激不會制造通脹問題；明年將回到充分就業水平；正著手研究比1.9萬億刺激更好的計劃

Yellen: massivestimulus will not create inflation; it will return to full employment nextyear; we are working on a better plan than the $1.9 trillion stimulus

美國財長耶倫接受采訪時稱，她“真的不認為”刺激計劃會帶來令人擔憂的通脹激增，正是刺激計劃才能令美國明年重返疫情前經濟水平和恢復充分就業；預計明年美國經濟將重新回到去年疫情爆發前的充分就業水平。她再次重申，就算通脹走高也有工具來應對。

U.S. Treasury Secretary Yellen said in aninterview that she “really does not think” the stimulus plan willbring about a worrying surge in inflation. It is the stimulus plan that canmake the U.S. return to the pre epidemic economic level and full employmentnext year. It is expected that the U.S. economy will return to the pre epidemicfull employment level next year. She reiterated that even if inflation goes up,there are tools to deal with it.

英央行行長：英國經濟仍偏下行風險，在為負利率做準備但并非已確定選此工具；今年末料將結束購債

Governor of the Bank of England: the UKeconomy is still on the downside risk, preparing for negative interest rate,but this tool has not been selected definitely; debt purchase is expected toend at the end of this year

英國央行行長貝利稱，英央行的低利率和QE政策在支持預期的經濟復蘇，這充分證明當前的貨幣寬松合理；英央行將繼續執行已經宣布的購買資產項目，預計會在今年末左右結束項目。他說，英國的經濟仍處于偏向下行的風險；雖然央行要求商業銀行為未來六個月內負利率的可能性做準備，但那并不是暗示負利率是央行已經選擇的政策工具，只是意味著有那方面的意圖。

Bailey, the governor of the Bank of England,said the bank’s low interest rates and QE policies are supporting the expectedeconomic recovery, which fully proves the current monetary easing isreasonable; the bank will continue to implement the announced asset purchaseproject and is expected to close the project by the end of this year. He saidthe UK economy is still at risk of a downward trend; while the central bankrequires commercial banks to prepare for the possibility of negative interestrates in the next six months, it does not imply that negative interest ratesare the policy instruments that the central bank has chosen, but that meansthere is an intention in that regard.

散戶抱團股成了美股避風港？GME卷土重來兩周大漲300%

Retail investorsholding group stocks as a safe haven for US stocks? GME makes a comeback, up300% in two weeks

散戶抱團股“帶頭大哥”游戲驛站周一午盤前最高漲近43%，股價上沖197美元，從上周二收盤以來連漲四日，接近抹去2月以來全部跌幅，其他美股散戶抱團股集體上漲。分析稱，GME聘請高管加速電商化轉型是今日抱團股上漲驅動因素。

Retail group stocks “leading bigbrother” game station rose nearly 43% before midday on Monday, and theshare price rose to $197. It has been up for four consecutive days since theclose of last Tuesday, nearly erasing all the losses since February. Other U.S.retail group stocks rose collectively. Analysts said that GME hired executivesto accelerate the transformation of e-commerce is the driving factor for therise of group stocks today.

無懼債市拋售歐央行連續第二周減少債券購買

Fearless bond marketsell-off, ECB reduces bond purchase for the second consecutive week

該機構上周在新冠緊急采購計劃（PEPP）下凈買入119億歐元債券，購買規模創兩個月新低，遠低于該工具平均的購買速度180億歐元。

The agency last week bought 11.9 billioneuros of bonds under the new crown emergency purchase plan (PEPP), a two monthlow, far below the average purchase speed of 18 billion euros.

“牛市女皇”Cathie Wood：在拋售中發現巨大買入機會，仍看好特斯拉"

Bull Queen"Cathie wood: find huge buying opportunities in selling, still optimistic aboutTesla

Wood稱，并不擔心旗下基金最近的下跌，而且牛市的范圍正在擴大，這對我們長期有利，在拋售中發現了巨大的買入機會；她仍然看好特斯拉，暗示旗下投資公司ARK將很快發布最新的股票目標價。

Wood said that she was not worried aboutthe recent decline of her funds, and the scope of the bull market is expanding,which is good for us in the long term. She found a huge buying opportunity inthe sell-off. She is still optimistic about Tesla, suggesting that itsinvestment company Ark will soon release the latest stock target price.

供應鏈融資公司GreensillCapital申請破產，軟銀又“中招”

Greenhill capital, asupply chain financing company, filed for bankruptcy, and Softbank"won"

2019年獲得日本軟銀愿景基金15億美元投資的供應鏈金融公司Greensill Capital申請破產保護。有分析稱，軟銀的投資有完全“打水漂”的風險，這是偏愛新經濟和共享經濟的孫正義高調投資的又一失敗例證。軟銀美股ADR跌至一個月最低。

Greenhill capital, a supply chain financecompany invested by Japan’s Softbank vision fund of US $1.5 billion in 2019,filed for bankruptcy protection. Some analysts say that Softbank’s investmenthas the risk of completely “drifting away”, which is another failureexample of sun Zhengyi’s high-profile investment in favor of new economy andsharing economy. Softbank’s ADR fell to the lowest in a month.

1.9萬億刺激大利好？美債收益率也會進一步拉高！

1.9 trillion tostimulate the great good? U.S. bond yields will also rise further!

經濟學家認為，“1.9萬億”的數字將在周一刺激金融市場，為美債收益率帶來上行壓力。接下來要關注的是什么？其他主要央行是否跟隨美聯儲“無視收益率走高”！

Economists believe that the “1.9trillion” figure will stimulate financial markets on Monday, bringingupward pressure on US bond yields. What’s next? Are other major central banksfollowing the Fed’s “ignoring higher yields”!

華爾街“熱議”：連續大跌后，資金為何依然狂買美股？

Wall Street"hot discussion": Why are funds still buying US stocks after a seriesof big falls?

波動性大增、美債收益率飆升，按理說，股市會遭遇拋售。可是，在過去16周中，流入美股的資金達到了創紀錄的4360億美元，這些錢從哪兒來，又投向了哪里？ With a surge involatility and a surge in U.S. bond yields, it is reasonable to say that thestock market will encounter a sell-off. But in the past 16 weeks, a record $436billion has flowed into U.S. stocks. Where did the money come from and wheredid it go?

英版“餓了么”Deliveroo計劃上市估值達100億美元丨IPO見聞

"Hungry"deliveroo plans to go public with a valuation of US $10 billion

2020年，Deliveroo的虧損同比收窄了29%，至2.237億英鎊；這家成立8年的公司在外賣業務蓬勃發展的這一年依然未能盈利，這可能會引發潛在投資者對其長期業務模式的質疑。

In 2020, deliveroo’s loss narrowed by 29%year-on-year to 223.7 million pounds; the company, which has been establishedfor eight years, still fails to make profits in the year when the takeoutbusiness is booming, which may cause potential investors to question itslong-term business model.

以太坊迎來里程碑：“倫敦”硬分叉獲批幣價未來可能繼續“起飛”

Ethereum ushers in amilestone: “London” hard bifurcated approved currency price maycontinue to “take off” in the future

在ETH的基本費用銷毀機制中，如果區塊獎勵低于銷毀的基本費用，可能會造成通縮，這或將導致ETH的價格水漲船高。

In eth’s basic cost destruction mechanism,if the block reward is lower than the basic cost of destruction, it may causedeflation, which may lead to the rise of eth’s price.

中國資訊——地區及產業

1、RCEP | 8日，商務部部長王文濤在“部長通道”采訪活動中表示，RCEP簽署以后，意味著占全世界三分之一經濟總量的地區能夠形成一個統一的大市場，這個市場是充滿潛力和活力的。目前中國政府已經正式核準了協定。

點評：中信建投認為，RCEP能顯著降低關稅和非關稅貿易壁壘，進一步強化遠東區域的制造中心地位，奠定區域內海運貿易量增長的基礎。另外，幾大工程機械龍頭企業均在布局海外，東南亞市場已成為我國工程機械出口的重要市場，RCEP簽署有利于加快我國工程機械出口。

2、燃料 | 據百川盈孚數據，3月8日江浙地區分散染料市場價格上漲近7%，近1個月以來累計漲幅達20%。

點評：國內染料行業集中度較高，分散染料前三的企業集中度達60%。近期受國際原油價格快速上漲影響，染料中間體價格上漲。另外，下游印染企業開工訂單大增，染料行業需求開始回升。中信證券[600030.SS、06030.HKEX]認為，下游紡織印染行業市場正在積極復蘇，染料產業鏈有望維持景氣向上趨勢。公司方面，安諾其、浙江龍盛等主營染料業務。

3、BIPV | 經過多年的市場沉淀，BIPV（光伏建筑一體化）發展模式及技術路徑已逐漸成熟。據報道，現已有超過20個省市發布了BIPV相關政策。北京、廣州等多個城市紛紛出臺支持政策，在補貼及并網等方面給予大力支持。

點評：目前特斯拉、隆基等行業巨頭紛紛入局BIPV，試圖打開行業市場空間。歐美、日本21世紀初即出臺扶持BIPV政策，美國加州自2021年起要求新建房屋標配，歐盟、日本亦有類似強制政策。我國規劃到2023年大部分新建建筑為綠色低碳零能耗建筑，BIPV也屬此范疇，契合碳中和的相關政策要求，BIPV未來將迎來快速發展期。秀強股份與光伏行業龍頭英利集團合作開發適用于BIPV領域的玻璃深加工產品。海達股份在BIPV領域與行業頭部企業合作，研發相應密封部件。拓日新能BIPV光伏建筑一體化項目也多次入選住建部示范項目。

4、石墨烯 | 據報道，來自洛桑聯邦理工學院的科研團隊采用石墨烯材料研制出新型的二氧化碳過濾器。這種石墨烯過濾器不但非常薄，關鍵是它可以將二氧化碳從工業廢氣的混合氣體中分離出來，而且在效率和速度方面也遠超市面上的大多數過濾器。

點評：作為溫室效應的罪魁禍首，二氧化碳對環境的危害不言而喻，雖然現在也有一些技術可以吸收二氧化碳，但問題是從工業排放的廢氣中捕獲二氧化碳的成本居高不下。造成這種情況的原因是工業廢氣中并不是單純的二氧化碳，而是二氧化碳與氮氣以及其他各種氣體的混合物。因此，基于目前的技術從廢氣中單獨提取二氧化碳需要消耗額外的能源，當然這也就意味著要花費更多的費用。科研團隊負責人表示：“我們估計，這項技術將使碳捕獲成本降低近 30 美元/噸二氧化碳，而其他商業技術的成本要比這高出 2 到 4 倍。”道明光學將新增建設年產100萬平方米石墨烯膜生產線項目。大富科技擁有石墨烯全產業鏈，實現了劃時代的1元/克以內的低成本高品質石墨烯產業化制造。

今日見聞歷

3月9日，星期二，宜見證歷史

2020年3月9日，開盤僅四分鐘，標普500即觸發熔斷，這也是美股熔斷機制1988年實施以來第二次使用。因油價暴跌和疫情加劇，當天美股經歷“黑色星期一”，暴跌逾7%。

今日要聞前瞻

歐元區四季度GDP。EIA月報。汽車之家在港二次上市，預計籌資超70億港元。

作者：張良信息咨詢服務工作室
Author: Zhang information consulting services studio
鏈接：https://www.zzw868.cn/ https://www.zzw868.com/
著作權歸作者所有。商業轉載請聯系作者獲得授權，非商業轉載請注明出處。
The copyright belongs to the author. For commercial reprints, please contact the author for authorization. For non-commercial reprints, please indicate the source.
風險提示：本文所提到的觀點僅代表個人的意見，所涉及標的不作推薦，據此買賣，風險自負。
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.
來源：華爾街見聞
Source: Wall Street

AI擒牛 智能港美股

[中國平安微店]

[企業微信]

總結

以上是生活随笔為你收集整理的【财经期刊FM-Radio｜2021年03月09日】的全部內容，希望文章能夠幫你解決所遇到的問題。

如果覺得生活随笔網站內容還不錯，歡迎將生活随笔推薦給好友。