【今日熱點新聞一覽↓↓】
A股繼續衝！滬深300指數創十三年新高 兩市成交額連續第二日突破萬億
A shares continue to rush! TheShanghai and Shenzhen 300 Index hit a 13-year high, the turnover of the twomarkets exceeded one trillion for the second consecutive day
滬深300指數周二收盤報5368.5點，接近2015年大牛市中5380.43點頂部。深成指站上15000點，為2015年6月以來首次。
The Shanghai and Shenzhen 300 Index closedat 5,368.5 points on Tuesday, close to the top of 5,380.43 points in the 2015bull market. The Shenzhen Component Index reached 15,000 points, the first timesince June 2015.
中國央行、外匯局：境內企業境外放款的宏觀審慎調節係數由0.3上調至0.5
The Central Bank ofChina and Foreign Exchange Administration: The macro-prudential adjustmentcoefficient for domestic enterprises' overseas lending has been raised from 0.3to 0.5
近日，中國央行、國家外匯管理局決定將境內企業境外放款的宏觀審慎調節係數由0.3上調至0.5。政策調整後，境內企業境外放款的上限相應提高，有利於滿足企業「走出去」的資金需求，也有利於擴大人民幣跨境使用，促進跨境資金雙向均衡流動。
Recently, the People's Bank of China andthe State Administration of Foreign Exchange have decided to increase themacro-prudential adjustment coefficient for overseas lending by domesticenterprises from 0.3 to 0.5. After the policy adjustment, the upper limit ofoverseas lending by domestic enterprises is correspondingly increased, which isconducive to meeting the capital needs of enterprises to "go global",and is also conducive to expanding the cross-border use of RMB and promotingthe two-way balanced flow of cross-border funds.
財政部部長劉昆：今年將加大財稅政策支持力度。
Minister of FinanceLiu Kun: This year will increase fiscal and taxation policy support.
劉昆表示，財政政策「提質增效」，主要是從優化結構和加強管理著眼，進一步完善政策實施機制，向內挖潛，切實提升政策效能和資金效益。
Liu Kun said that fiscal policy "improvingquality and efficiency" mainly focuses on optimizing the structure andstrengthening management, further improving the policy implementationmechanism, tapping the potential inward, and effectively improving policyefficiency and capital efficiency.
「三道紅線」第二批試點來了，多家房企設置達線目標
The second batch of pilotprojects of the "three red lines" has come, and many real estatecompanies have set their targets
近期地產銀行股「跌成狗」的謎底似乎揭開。約束房企融資的「三道紅線」將納入第二批房企，並在此基礎上漸次全面鋪開。上周，中國央行、住建部召集部分房企舉行有關融資新規的座談會，除了去年首批12家房企中的部分參與之外，另有一些房企也被要求參會，他們是第二批被納入試點的對象。
The mystery of the recent "fall intodogs" of real estate banking stocks seems to be revealed. The "threered lines" restricting the financing of real estate companies will beincluded in the second batch of real estate companies, and gradually spread outon this basis. Last week, the People’s Bank of China and the Ministry ofHousing and Urban-Rural Development convened a symposium on new financingregulations. In addition to the participation of the first batch of 12 realestate companies last year, some other real estate companies were also requiredto participate. The second batch was included in the pilot project.
賴小民一審被判死刑
Lai Xiaomin sentenced to death infirst instance
2021年1月5日，天津市第二中級人民法院公開宣判由天津市人民檢察院第二分院提起公訴的中國華融資產管理股份有限公司原黨委書記、董事長賴小民受賄、貪汙、重婚一案，對被告人賴小民以受賄罪判處死刑，剝奪政治權利終身，並處沒收個人全部財產；以貪汙罪，判處有期徒刑十一年，並處沒收個人財產人民幣二百萬元；以重婚罪，判處有期徒刑一年，決定執行死刑，剝奪政治權利終身，並處沒收個人全部財產。賴小民非法收受、索取財物共計折合人民幣17.88億餘元。
On January 5, 2021, Tianjin No. 2Intermediate People's Court publicly sentenced the case of Lai Xiaomin, theformer party secretary and chairman of China Huarong Asset Management Co.,Ltd., who was prosecuted by the No. 2 Branch of Tianjin People’s Procuratorate,on bribery, corruption, and bigamy. The defendant Lai Xiaomin was sentenced todeath for accepting bribes, deprived of political rights for life, and toconfiscation of all personal property; for corruption, sentenced to 11 years inprison and confiscation of personal property of RMB 2 million; for bigamy,sentenced to fixed-term After one year of imprisonment, he decided to executethe death penalty, deprived of political rights for life, and confiscated allpersonal property. Lai Xiaomin illegally received and claimed property, whichwas equivalent to more than RMB 1.788 billion.
釋放農村消費潛力！十二部門發布重磅通知
Unleash the potential of ruralconsumption! Twelve departments issue heavy notice
1月5日，商務部等12部門聯合印發《關於提振大宗消費重點消費促進釋放農村消費潛力若干措施的通知》，旨在「進一步促進大宗消費、重點消費，更大釋放農村消費潛力」。通知提出，釋放汽車消費潛力，鼓勵有關城市優化限購措施，增加號牌指標投放。開展新一輪汽車下鄉和以舊換新。鼓勵有條件的地區對淘汰舊家電家具併購買綠色智能家電、環保家具給予補貼。
On January 5, the Ministry of Commerce andother 12 departments jointly issued the "Notice on Several Measures toBoost Key Consumption and Release Rural Consumption Potential", aiming to"further promote large and key consumption and release rural consumptionpotential." The notice proposes to release the potential of autoconsumption, encourage relevant cities to optimize purchase restrictions andincrease the number of license plates. Carry out a new round of cars going tothe countryside and trade-in. Encourage qualified areas to subsidize theelimination of old home appliances and furniture and purchase of green smarthome appliances and environmentally friendly furniture.
媒體：嗶哩嗶哩近期或申請在港上市
Media: Bilibili may apply forlisting in Hong Kong recently
知情人士透露，嗶哩嗶哩或於本周末或下周初提交香港二次上市申請，籌資可能超過20億美元。
According to people familiar with thematter, Bilibili may submit a secondary listing application in Hong Kong thisweekend or early next week, and may raise more than US$2 billion.
新華微評：畸形加班現象必須堅決遏制
Xinhua Microcomment: Abnormalovertime must be resolutely curbed
加強對勞動者合法權益的保護，讓追夢人健康地奔跑，讓企業發展更有溫度，才是奮鬥該有的樣子。
Strengthening the protection of thelegitimate rights and interests of workers, allowing dream chasers to runhealthily, and making the development of the enterprise more warm, is whatstruggle should be like.
最慘的情境下，阿里巴巴值多少？高盛算了一下
In the worst scenario, how muchis Alibaba worth? Goldman Sachs
高盛認為，跨平臺的投資回報率始終是商家選擇銷售平臺的關鍵因素，而阿里巴巴作為電商巨頭仍將是商家的首選渠道，即便在最極端的「熊市情境」下，阿里巴巴美股估值也能達到258美元，較周一收盤價高出13%。
Goldman Sachs believes that cross-platformreturn on investment is always a key factor for merchants to choose a salesplatform, and Alibaba, as an e-commerce giant, will still be the preferredchannel for merchants. Even in the most extreme "bear marketscenario", Alibaba's US stock valuation It can also reach $258, which is13% higher than Monday's closing price.
美12月ISM製造業創兩年多新高，就業重返擴張，新訂單16年最高
The US ISM manufacturing industryhit a new high in more than two years in December, employment returned toexpansion, and new orders were the highest in 16 years
整體指數意外升至60.7，刷新2018年9月來高位。就業分項指數自2019年夏末以來第二次重返擴張，新訂單逼平2004年1月高位，生產指數創近十年最高。供應商交貨延遲再一次推升整體指數，也繼續制約製造業的發展潛力。
The overall index unexpectedly rose to60.7, refreshing its highest level since September 2018. The employmentsub-index has returned to expansion for the second time since the end of thesummer of 2019, new orders tied the January 2004 high, and the production indexhit the highest level in nearly a decade. Supplier delivery delays once againpushed up the overall index and continued to restrict the development potentialof the manufacturing industry.
關於喬治亞州決選的市場影響，這裡有你需要知道的一切
Here is everything you need toknow about the market impact of the Georgia final election
美國喬治亞州州務卿表示，預計將於周三（1月6日美東時間）早間宣布參議員選舉結果。目前選情膠著很難判斷最終選舉結果；摩根大通認為，如果民主黨重奪參議院控制權，投資者可能會重新轉向價值股，美元或將下跌，美債收益率則會有所反彈。
The Secretary of State of Georgia said thatit is expected to announce the results of the senator election early onWednesday (January 6 Eastern Time). The current election situation is difficultto judge the final election results; JP Morgan Chase believes that if theDemocrats regain control of the Senate, investors may revert to value stocks,the dollar may fall, and U.S. bond yields will rebound.
全靠沙特自願減產100萬桶/日，OPEC+2月和3月實質減產，油價漲超5%
Thanks to SaudiArabia's voluntary production cut by 1 million barrels per day, OPEC+ reducedproduction in February and March, and oil prices rose by more than 5%
沙特將在2月和3月自願單邊減產石油100萬桶/日，2月1日起的石油產量為812.5萬桶/日。除俄羅斯和哈薩克斯坦小幅增產外，OPEC+其他成員國均維持1月產量不變。美油自2020年2月來首次上破50美元，布油刷新日高至53.63美元。
Saudi Arabia will voluntarily unilaterallyreduce oil production by 1 million barrels per day in February and March, andits oil production from February 1st will be 8.125 million barrels per day.Except for Russia and Kazakhstan slightly increased production, all other OPEC+member states maintained their January output unchanged. U.S. oil has brokenthrough US$50 for the first time since February 2020, and Boiler has reached adaily high of US$53.63.
世行預計全球經濟增長4% IMF預計發達國家下半年開始恢復正常
The World Bank expects global economicgrowth to be 4%. IMF expects developed countries to begin to return to normalin the second half of the year
世界銀行指出，如果2021年能實行大規模推廣新冠病毒疫苗接種，預計今年全球經濟將增長4%。但是，如果決策者不採取果斷措施遏制疫情蔓延和實施促進投資的改革，復甦可能會緩慢乏力。報告預計，中國今年的經濟增速有望達到7.9%。IMF也預計，隨著新冠疫苗接種的加速，大多數發達國家應該在今年下半年開始恢復正常。
The World Bank pointed out that if alarge-scale promotion of new crown virus vaccination is implemented in 2021,the global economy is expected to grow by 4% this year. However, ifpolicymakers do not take decisive measures to contain the spread of theepidemic and implement reforms that promote investment, the recovery may beslow and weak. The report predicts that China's economic growth this year isexpected to reach 7.9%. The IMF also predicts that with the acceleration of newcrown vaccination, most developed countries should begin to return to normal inthe second half of this year.
今日見聞歷
1月6日，星期三，宜沉下心
Wednesday, January 6, Yi sinks heart
在短期永遠都可以有贏家輸家，但是長期的贏家就很少了。所以哪怕是1年2年，甚至於3年5年，甚至於5年10年，很好的業績常常也不能夠去判定他未來的業績如何。
There can always be winners and losers in the short term, but there are very few long-term winners. Therefore, even if it is 1 year and 2 years, even 3 years and 5 years, even 5 years and 10 years, very good performance is often unable to judge his future performance.
作者：張良信息諮詢服務工作室
Author: Zhang information consulting services studio
連結：https://www.zzw868.cn/ https://www.zzw868.com/
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來源：華爾街見聞
Source: Wall Street