Hottest news morning bus 20180629 five minutes to

On June 29, 2018, U.S. stocks rebounded, led by technology stocks, the U.S. dollar fell, gold hit its lowest level in more than half a year, and U.S. oil hit a new high in more than three years

the Federal Reserve announced its stress test results: Deutsche Bank failed, and Goldman Sachs and Morgan Stanley were limited to dividend repurchases

the GDP growth rate of the United States in the first quarter was revised down to 2%, and the growth rate of consumer spending hit a new low in nearly five years

Powell said he was patient with raising interest rates. Another senior official of the Federal Reserve said he was confused about how to act after neutral interest rates

Amazon entered online pharmacies, and drugstore stocks fell across the board

Dalio retreated to the second line, and qiaoshui will be changed into a partnership

Li Keqiang: further reduce taxes and fees, and drive the increase of effective investment by optimizing the business environment

for the first time, China issued the white paper "China and the World Trade Organization": earnestly fulfill its WTO commitments and strengthen intellectual property protection

seven ministries and commissions jointly launched a new round of property market chaos rectification, naming 30 cities; Chongqing has upgraded its regulation and suspended housing loans for non-conforming foreign residents

the national development and Reform Commission and the Ministry of Commerce issued the Special Administrative Measures for foreign investment access (negative list) to promote opening-up with greater efforts

the second quarter regular meeting of the monetary policy committee of the central bank: delete the wording to keep the RMB exchange rate basically stable at a reasonable and balanced level, the wording of foreign trade shows optimism, the international economic and financial situation is more complex, and maintain reasonable and abundant liquidity

Xiaomi's public subscription exceeded 10 times higher than expected, becoming the largest retail investor IPO in the world, but the subscription price was concentrated in the second half of the guidance range

Hong Kong's big move to promote the property market again: levy a vacancy tax on first-hand housing and adjust the pricing mechanism of home ownership housing

after a sharp decline on Wednesday, US stocks rebounded on Thursday, with technology stocks leading the rebound. The Dow rose about 100 points, the S & P rose 0.62%, and the NASDAQ rose 0.79%. Chinese concept stocks generally rebounded. Alibaba and iqiyi closed up about 2%, Huya rose 5%, and BiliBili rose more than 4%. Amazon officially entered online pharmacy, and Pharmacy Stocks fell sharply. Gold fell for four consecutive years, hitting its lowest closing in more than half a year. US oil hit a new high in more than three years

US stocks: the S & P 500 closed up 0.62%. The Dow Jones rose 0.41%. NASDAQ rose 0.79%

European stocks: FTSE Pan European performance 300 index closed down 0.86%. Germany's DAX 30 index closed down 1.04%. The French CAC 40 index closed down 0.97%. The UK FTSE 100 index closed down 0.08%

a shares: the Shanghai index closed at 2786.90 points, down 0.93%, with a turnover of 129.7 billion. Shenzhen composite index closed at 9071.73 points, down 1.06%, with a turnover of 176.4 billion. Gem closed at 1543.66 points, down 0.17%, with a turnover of 62.7 billion

Gold: Comex gold futures in August fell 0.4%, falling for the fourth consecutive trading day to $1251/ounce, a new low since December 13, 2017

crude oil: WTI August crude oil futures closed up 0.95% to $73.45/barrel, a new closing high since November 26, 2014. Brent crude oil futures in August closed up 0.30% to $77.85/barrel

bitcoin: the CME bitcoin futures BTC contract for August ended down $70, or 1.14%, to $6065. CBOE bitcoin futures XBT August contract closed down $57.50, down 0.78% to $6067.50

after two years, the Shanghai stock index fell to 2800 points, and the restructuring of central enterprises and the intraday rise of securities companies were fruitless.

on the 28th, the two markets opened low. After the opening, blue chips were active, driving small and medium-sized enterprises to rise for a time. Then the two markets rose and fell. The strength of securities companies stimulated the rise of the main board, but the sustainability was poor. The index then fell unilaterally, and the bulls had no resistance in the afternoon. The Shanghai stock index closed below 2800 points. As of the close, the Shanghai index fell 0.93%, the Shenzhen composite index fell 1.06%, and the gem index fell 0.17%

the onshore and offshore RMB once fell below 6.63 and 6.64 respectively, both hitting new lows since November last year.

the onshore RMB closed at 6.6258 yuan against the US dollar (CNY) at 23:30 Beijing time, 218 points lower than the closing on Wednesday night. Offshore RMB (CNH) was reported at 6.6342 yuan against the US dollar at 04:59 Beijing time, down 162 points from late Wednesday in New York. The overall intraday trading was at 6 6404 yuan range

the first MPa exam after the new regulations on asset management is approaching, and the Treasury bond reverse repurchase rate once soared to 10%

the Shanghai Stock Exchange gc001 once rose to 10% in the session, and the Shenzhen Stock Exchange r-001 once rose to 9.5% in the session. According to the analysis, the funds were tight at the end of June, and the superimposed banks were facing MPa assessment at the end of half a year. The market interest rate was pushed up, which was easy to produce high interest rates

Li Keqiang: further reduce taxes and fees, drive effective investment increase by optimizing the business environment

Li Keqiang proposed that within five years, the start-up time of enterprises should be reduced to five working days of key technologies for the preparation of bio based nylon, the approval time of the whole process of engineering construction projects and the import and export clearance time should be reduced by half, and the national unified negative list system for market access should be implemented to further reduce taxes and fees, Promote the increase of effective investment by optimizing the business environment

China issued the white paper "China and the World Trade Organization" for the first time: earnestly fulfill its WTO commitments and strengthen intellectual property protection

the white paper pointed out that since its accession to the WTO, China has earnestly fulfilled its opening-up commitments and strengthened intellectual property protection. China has always firmly supported the multilateral trading system and opposed unilateralism and protectionism. China's opening-up will not stop at fulfilling its WTO commitments

roll call 30 cities! Seven ministries and commissions jointly launched a new round of property market chaos rectification

list of 30 cities: Beijing, Shanghai, Guangzhou, Shenzhen, Tianjin, Nanjing, Suzhou, Wuxi, Hangzhou, Hefei, Fuzhou, Xiamen, Jinan, Zhengzhou, Wuhan, Chengdu, Changsha, Chongqing, Xi'an, Kunming, Foshan, Xuzhou, Taiyuan, Haikou, Ningbo, Yichang, Harbin, Changchun, Lanzhou, Guiyang. On the same day, Chongqing upgraded the regulation of the property market and suspended the issuance of house purchase loans to non-conforming foreign residents

the national development and Reform Commission and the Ministry of Commerce have issued the Special Administrative Measures for foreign investment access (negative list)

the Special Administrative Measures for foreign investment access (negative list) (2018 version), which has been approved by the CPC Central Committee and the state Council. It is hereby issued and will be implemented as of July 28, 2018. The national development and Reform Commission answered questions on the 2018 negative list of foreign investment access, covering finance, transportation, trade circulation, professional services, manufacturing, infrastructure, energy, resources, agriculture and other fields, with a total of 22 opening-up measures to promote opening-up with greater efforts

the second quarter regular meeting of the monetary policy committee of the central bank: the international economic and financial situation is more complex

the meeting stressed that the comprehensive use of a variety of monetary policy tools, grasp the strength and pace of structural deleveraging, promote the steady and healthy development of the economy, and stabilize market expectations. The central bank meeting mentioned that the prudent monetary policy should remain neutral, be moderately loose, manage the general gate of money supply, maintain a reasonable and sufficient liquidity, and guide the reasonable growth of monetary credit and social finance. The statement on liquidity in the central bank report has also changed from "maintaining reasonable and stable liquidity" to "maintaining reasonable and sufficient liquidity"

better than expected! Xiaomi's public subscription exceeded 10 times, becoming the largest retail investor in the world. According to Tencent's frontline, as of 42:00 a.m. this week, more than 100000 investors participated in Xiaomi's retail subscription, much better than expected. However, the documents show that the subscription price of Xiaomi investors is concentrated in the second half of the guidance range

Hong Kong's big move to promote the property market again: levy a vacancy tax on first-hand houses and adjust the home ownership housing pricing mechanism

Hong Kong approved the imposition of a vacancy tax on first-hand houses that have been vacant for one year or more, and also decided to adjust the home ownership housing pricing mechanism for low-income citizens. According to previous analysis, the selling price of HOS may be reduced from the current market price of 70% to about 50%

the GDP growth rate of the United States in the first quarter was revised down to 2%, and the growth rate of consumer spending hit a new low in recent five years.

the annualized quarter on quarter final value of the real GDP of the United States in the first quarter was 2%, expected to be 2.2%, and the initial value was 2.2%. After the data, the euro rose to 1.1601 against the US dollar in the short term, up 0.4% during the day

Amazon, which took away Wal Mart's "prey", entered the online pharmacy, and the pharmacy stock fell sharply across the board.

Amazon announced that it would acquire the online pharmacy pillpack. The media said that Wal Mart had planned to buy it for less than $1billion, and Amazon offered a higher price. Drugstore stocks such as CVs, the largest drug retailer in the United States, fell more than 10% on Thursday, and the market value of the three stocks evaporated $13billion in less than an hour

the Federal Reserve announced the stress test results: Deutsche Bank failed to pass, Goldman Sachs and Morgan Stanley were limited to dividend repurchases

among the 35 large banks tested, only Deutsche Bank failed, which was Deutsche Bank's third failure in the past four years; Six banks, including Goldman Sachs and Morgan Stanley, have been restricted from increasing the scale of proposed capital returns. The Federal Reserve said that letting Goldman Sachs and Morgan Stanley pass the test was partly due to the depreciation of their related assets caused by the tax reform

Federal Reserve Chairman Powell reiterated on Wednesday that the Federal Reserve is pursuing a patient path of raising interest rates. He stressed that the Federal Reserve is only weakening the leverage of monetary policy, and fiscal tools will be needed to solve the growing inequality and other distribution problems. Kashkari, chairman of the Minneapolis fed, said that once the neutral interest rate is reached, whether the Fed will exceed the neutral interest rate still needs the data support at that time

China - region and industry

1. The performance is expected to increase | but there is still a situation that money can't buy paper. The Shanghai Stock Exchange released the appointment disclosure of the 2018 semi annual report of listed companies on the 28th. Jiuhua tourism will take the lead in disclosing the semi annual report on July 14, followed by Disu fashion on July 17, St rock, Yueda investment and Jianyou shares on July 20. Among them, Desu fashion expects the net profit in the first half of the year to increase by 13.84% to 25.82% year-on-year, and the net profit of Jianyou shares in the first quarter to increase by 117% year-on-year

comments: from past experience, companies that disclose semi annual reports earlier and have high certainty of performance growth are easy to be concerned by market funds. Among other companies that plan to disclose the semi annual report before the end of July, Shuijingfang, which benefits from the expansion of secondary high-end Baijiu, jishiyuan, which actively promotes the expansion of "Guoyuan" products outside the province, and mec home, which accelerates the sinking of store channels, have attracted the attention of many institutions

2. Guangdong Hong Kong Macao Greater Bay region | Vice Premier Han Zheng met with the chief executive of the Macao Special Administrative Region Cui Shian on the morning of the 28th to listen to opinions and suggestions on the "outline of the development plan for Guangdong Hong Kong Macao Greater Bay region". Han Zheng expressed the hope that Macao would seize the historic opportunity, give full play to the advantages of "one center" and "one platform", and actively participate in the construction of Guangdong Hong Kong Macao Great Bay area

3. Electronic data | on the 28th, Hangzhou Internet, the first Internet court in China