【今日熱點新聞一覽↓↓】
國常會：部署加快做好區域全面經濟夥伴關係協定生效實施有關工作等
National StandingCommittee: Deploy and accelerate the implementation of the regionalcomprehensive economic partnership agreement, etc.
會議要求，有關部門要按照黨中央、國務院部署，壓實責任，對照協定明確任務分工和時限，儘早完成協定生效實施的國內相關工作。
The meeting requested that relevantdepartments should follow the arrangements of the Party Central Committee andthe State Council, consolidate their responsibilities, clarify the division oftasks and time limits in accordance with the agreement, and complete therelevant domestic work for the implementation of the agreement as soon aspossible.
兩個月漲近三倍後，理想汽車大額增發，中概造車新勢力均一度暴跌
After nearlythree-fold increase in two months, the ideal car issuance is large, and the newforces in China's car manufacturing have plummeted.
理想汽車申請以最高36.8美元配售4700萬股ADS，佔已發行美國存託股票的5.6%，股價開盤跌11%後跌幅顯著收窄，收跌逾0.3%，其他中概造車新勢力也暴跌後反彈，小鵬汽車跌12%後轉漲，收漲逾7%，蔚來跌15%後盤中轉漲，收漲逾5%。此外，周三當日理想汽車公布交付數據顯示，旗下理想ONE在11月交付4646輛，環比增長25.8%，再創單月交付量紀錄。
Ideal Motors applied for the placement of47 million ADS shares for a maximum of US$36.8, accounting for 5.6% of theissued American depositary stocks. The stock price dropped 11% after theopening and the decline was significantly narrowed, closing more than 0.3%.Other new Chinese car-making forces also plummeted After rebounding, XiaopengMotors fell 12% and then turned up and closed up more than 7%. After Weilai fell15%, it turned up and closed up over 5%. In addition, on Wednesday, IdealMotors released delivery data showing that its Ideal ONE delivered 4646vehicles in November, an increase of 25.8% from the previous month, setting anew monthly delivery record.
小米暴跌之際美銀美林「補刀」：下調評級及目標價
Bank of AmericaMerrill Lynch "makes up" at the time of Xiaomi's plunge: downgradesand target price
美銀美林認為，小米增發和發行可轉債後，EPS/ROE將被攤薄4.7%。小米2021年34倍的市盈率存在高估值壓力，因此預期下調至27倍。
Bank of America Merrill Lynch believes thatafter Xiaomi's additional issuance and issuance of convertible bonds, EPS/ROEwill be diluted by 4.7%. Xiaomi's 2021 P/E ratio of 34 times is under highvaluation pressure, so it is expected to be lowered to 27 times.
美國會通過法案，禁止三年未滿足審計監管要求的海外上市公司股票交易
The United States will pass a bill to prohibit the stock tradingof overseas listed companies that have not met the audit and supervisionrequirements for three years
美國眾議院當地時間周三表決通過《外國公司問責法》(Holding Foreign Companies Accountable Act)。該法案要求，外國發行人連續三年不能滿足美國公眾公司會計監督委員會（PCAOB）對會計師事務所檢查要求的，禁止其證券在美國交易。該議案已於今年5月在美國參議院獲得通過。 受此影響，部分中概股盤後跳水。
The US House of Representatives voted onWednesday local time to pass the "Holding Foreign Companies AccountableAct" (Holding Foreign Companies Accountable Act). The Act requires thatforeign issuers that fail to meet the requirements of the PCAOB for auditingfirms for three consecutive years are prohibited from trading in the UnitedStates. The bill was passed in the US Senate in May this year. Affected bythis, some Chinese concept stocks dived after the market.
美國11月ADP就業人數增加30.7萬人大幅低於預期
U.S. ADP employmentincreased by 307,000 in November, significantly lower than expected
美國ADP就業人數連續第二個月下滑。ADP研究院稱，11月美國就業在維持正增長的同時，步伐繼續放緩。
The number of U.S. ADP employment declinedfor the second consecutive month. According to the ADP Institute, the pace ofemployment in the United States continued to slow down while maintaining positivegrowth in November.
姆努欽終結救市工具遭聽證議員「圍攻」 鮑威爾暗示美聯儲不會撤除支持
Mnuchin’s tools to end the bailout were "siege" by hearingmembers. Powell hinted that the Fed would not withdraw support
鮑威爾暗示，美聯儲和決定停用部分聯儲抗疫貸款工具的美國財長姆努欽並無分歧，聯儲希望將貸款工具的保障功能再多保留一段時間。姆努欽辯稱，他的決策完全合法，沒有政治傾向。
Powell hinted that the Federal Reserve andU.S. Treasury Secretary Mnuchin, who decided to discontinue some of the Fed'santi-epidemic loan tools, have no disagreement. The Fed hopes to retain theprotection function of loan tools for a longer period of time. Mnuchin arguedthat his decision was completely legal and not politically inclined.
美國會民主黨領袖支持基於9080億美元跨黨派方案進行刺激談判
Democratic leadersof the American Congress support stimulus negotiations based on a $908 billioncross-party package
美國眾議院議長佩洛西和參議院民主黨領袖舒默聯合發布聲明，呼籲立即進行新刺激的談判，以本周二參議院兩黨議員提出的9080億美元方案為基礎。
The Speaker of the U.S. House ofRepresentatives Pelosi and Senate Democratic leader Schumer jointly issued astatement calling for immediate negotiations on new stimulus, based on the $908billion plan proposed by bipartisan members of the Senate on Tuesday.
姆努欽：川普將支持參院共和黨領袖提出的刺激案
Mnuchin: Trump willsupport the Senate Republican leader's stimulus case
姆努欽稱，川普將籤署一項抗疫救助議案，它基於共和黨人在傳閱的框架。
媒體稱，雖然具體議案的文本還未草擬完成，但在同白宮官員和眾議院共和黨領袖麥卡錫討論後，參議院共和黨領袖麥康奈爾本周二已經在共和黨議員的會議上傳閱一份有針對性的救助方案概要。該框架提出，將3月抗疫救助法批准撥發卻未用完的資金修改用途。它包括對小企業、餐飲業和劇院資助約3000億美元，還有幾十億美元用於疫苗、學校和美國郵政，並未納入對州和地方政府的資助，納入了民主黨人長期抵制的免責。
Mnuchinsaid that Trump will sign an anti-epidemic rescue bill based on a frameworkcirculated by Republicans.The media said that although the text of the specificbill has not been drafted, after discussing with White House officials andHouse Republican leader McCarthy, Senate Republican leader McConnell hasuploaded a targeted copy at a meeting of Republicans on Tuesday. Summary of therescue plan. The framework proposes to modify the use of funds that wereapproved but not used up by the Anti-epidemic Relief Law in March. It includesfunding of approximately US$300 billion for small businesses, the cateringindustry, and theaters, as well as billions of US dollars for vaccines,schools, and the U.S. Postal Service. It does not include funding for state andlocal governments, and includes exemptions for long-term resistance byDemocrats .
美聯儲褐皮書：美國經濟活動溫和擴張四個地區幾乎未見增長
Fed's Beige Book:U.S. economic activity expands modestly, four regions see little growth
褐皮書稱，10月末以來，美國經濟活動溫和擴張，大多數地區經濟適度或溫和（modest or moderate）增長。12個美聯儲轄區中，有四個地區報稱，當地經濟「鮮有增長或毫無增長」，另有五個地區指出，當地至少有部分行業的經濟活動低於新冠危機前的水平。多個地區擔心，在復甦以前，今年冬季當地就業水平會下降。
According to the Beige Book, since the endof October, economic activity in the United States has expanded moderately, andthe economy in most regions has grown modest or moderate. Among the 12 Fedjurisdictions, four regions reported that the local economy had 「little or nogrowth」, and five other regions pointed out that economic activity in at leastsome industries in the region was lower than before the new crown crisis. Manyregions worry that local employment levels will decline this winter beforerecovery.
軟銀放棄「納斯達克鯨」！據稱年內了結九成期權
Softbank gives up"Nasdaq Whale"! Allegedly settled 90% of options during the year
媒體稱，因投資者強烈不滿，軟銀將任由90%的期權合約在12月底以前到期終止。截至三季度，軟銀進行衍生品等科技股交易的機構累計虧損37億美元。「納斯達克鯨」幾乎虧掉軟銀上半年所有衍生品回報。
According to the media, due to stronginvestor dissatisfaction, SoftBank will allow 90% of its option contracts toexpire before the end of December. As of the third quarter, SoftBank'sinstitutions that trade in technology stocks such as derivatives hadaccumulated losses of US$3.7 billion. The "NASDAQ Whale" almost lostall of SoftBank's derivative returns in the first half of the year.
巴菲特罕見「打新」的Snowflake上市後首份財報虧損超預期盤後跌9%| 財報見聞
Buffett’s rare 「new」Snowflake lost more than expected in its first financial report after goingpublic, and fell 9% after the market |
Snowflake第三財季營收高於市場預期，但每股虧損額幾乎是預期的四倍。
Snowflake's third-quarter revenue washigher than market expectations, but the loss per share was almost four timesthe expected.
給波音注入強心針美國航空復飛737 Max 為業內首家
Give Boeing a boost,American Airlines goes back to fly 737 Max as the first in the industry
美國航空計劃本周試飛波音737 Max飛機。搭乘飛機的人員將包括美國航空的高層管理人員和記者。他們希望此舉能提高人們對這款飛機的信心。此前，波音737 Max飛機發生兩次墜機事故，導致346人喪生。目前，該機型已經停飛了20個月。今日，波音股價上漲3.6%。
American Airlines plans to test the Boeing737 Max aircraft this week. Those flying on the plane will include seniorexecutives and reporters from American Airlines. They hope this will increasepeople's confidence in this aircraft. Earlier, there were two crashes on Boeing737 Max aircraft, which killed 346 people. Currently, the aircraft has beengrounded for 20 months. Today, Boeing's shares rose 3.6%.
歐盟考慮設立不包括匈牙利和波蘭的抗疫復甦基金，施壓否決財政刺激的成員國The EU considers setting up an anti-epidemic recovery fund that excludesHungary and Poland, and pressures member states to veto fiscal stimulus
媒體稱，歐盟委員會的高官警告，歐盟在考慮，明年推出沒有匈牙利和波蘭參與的7500億歐元歐盟抗疫復甦基金，充當「紐帶」，直到匈牙利和波蘭改變立場為止。在11月的投票中，波蘭和匈牙利行使了否決權，導致歐盟1.8萬億歐元財政刺激預算和復甦計劃未能通過。
According to the media, senior officials ofthe European Commission warned that the EU is considering launching an EUanti-epidemic recovery fund of 750 billion euros next year without Hungary andPoland as a "link" until Hungary and Poland change their positions.In the November vote, Poland and Hungary exercised their veto powers, resultingin the failure of the EU’s 1.8 trillion euro fiscal stimulus budget andrecovery plan.
媒體稱OPEC+周四會議有望同意延長當前減產
Media said OPEC+meeting on Thursday is expected to agree to extend current production cuts
能源業信息服務與數據分析機構Energy Intelligence的記者周三稱，多名外交官和OPEC+代表稱，本周四的OPEC+會議會達成積極的共識。能源諮詢業人士預計，OPEC+會一致同意，將始於明年1月的縮減減產計劃推遲3個月執行。
A reporter from Energy Intelligence, aninformation service and data analysis agency for the energy industry, said onWednesday that multiple diplomats and OPEC+ representatives said thatThursday’s OPEC+ meeting will reach a positive consensus. The energy consultingindustry predicts that OPEC+ will unanimously agree to postpone theimplementation of the production reduction plan that began in January next yearby three months.
東南亞最大網際網路併購案呼之欲出！媒體稱打車公司Grab與Gojek合併出現實質進展
The largest InternetM&A case in Southeast Asia is about to emerge! Media reports substantialprogress in the merger of ride-hailing companies Grab and Gojek
如果兩家公司合併成功，將有望成為東南亞最強大的網際網路公司之一。不過，合併能否成功不僅取決於雙方的談判，也會牽扯東南亞各國監管機構是否予以批准。
If the two companies merge successfully,they will be expected to become one of the most powerful Internet companies inSoutheast Asia. However, the success of the merger depends not only on thenegotiations between the two parties, but also on whether the regulatoryagencies of Southeast Asian countries approve it.
今日見聞歷
12月3日，星期四，宜專注
Thursday, December 3, Yi Focus
有人說，知識的島嶼越大，無知的海岸線就越長。把這種人性論應用到投資上，其結論必然是：每個投資者都有一個其知識和能力所及的能力圈。
It is said that the larger the island of knowledge, the longer the coastline of ignorance. Applying this theory of human nature to investment, the conclusion must be: every investor has a circle of competence within his knowledge and ability.
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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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