Moving Forward to 2030

Capital Market Outlook

Published on July 16 2020

16/07 16/07 16/07 : 陈李（东吴证券首席经济学家）高盛發表報告表示，就中國公布今年第二季經濟按年錄增長 3.2%，優於該行及市場原預期各升 2% 及 2.4%，主要是內地期內新冠疫情消退，兼且內地政府出台支持經濟的政策，期內出口增長較預期理想，農業及金融行業企業錄增長，而中國第二季強勁的經濟數據，會降低內地進一步推出「鴿派」放鬆政策的預期。該行指，中國6月工業增加值，由5月按年升 4.4% 加快至 4.8%，此符合市場預期，主要受惠電腦及電子機械行業提供貢獻。中美緊張關係升溫，加上內地...

09/07 09/07 14/07 15/07 09/07 09/07 16/06 : Hakka 24/06 14/07 26/06 : Stephen Kotkin is a Professor of History and International Affairs at Princeton University 15/07 How does AI Impact Human Beings? Why is Artificial Intelligence considered as a Threat?...

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3Q Outlook

Published on July 14 2020

The Chinese yuan is set to see a sizable appreciation against the greenback in the next 12 months. forecast : the Chinese currency could hit 6.70 per dollar in the next 12 months, primarily through the health of the Chinese economy. The only thing holding...

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Match Maker

Published on July 13 2020

06/2020 EMIR Boardroom's CEO Trevor McFarlane discusses China's strategy in the Middle East. EMIR Boardroom is the Middle East's most influential corporate intellige... 01/2016 07/2018 09/2018 09/2018 04/2019 06/2019 07/2019 09/2019 01/2020 01/2020 01/2020 05/2020 05/2020 06/2020 06/2020 01/07 06/07...

08/07 03/07 08/07 08/07 13/07 10/07 17/06 07/07 10/07 16/06 11/07 09/07 22/06 07/07 08/07 賭博全面分析【怎樣賭才會贏？】鄭丹瑞幾乎破產！加拿大追稅前半生積蓄化水雷霆881《1圈圈星光背後》視電台 http://crtv.881903.com/ 日期：2017年2月4日主持：梁泰來嘉賓：鄭丹瑞 --------------------------------------------------...

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Noble Gases

Published on July 12 2020

04/2020 05/2020 04/2020 03/2020 This is my attempt to animate the famous Elements song by Tom Lehrer. (If you want the lyrics, just do a web search for "Tom Lehrer Elements lyrics".) I used... 天风证券 : 本周房地产市场需求充沛跟踪 36 大城市一手房合计成交 5.08 万套，同比增长 10.7%。 06/2020...

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Harmony OS 2.0 / NB-IoT

Published on July 12 2020

12/07 11/07 09/07 06/07 03/07 Provided to YouTube by Ingrooves Cat In A box · Morningwood Diamonds & Studs Composer, Writer: C. Euringer Composer, Writer: P. Yanowitz Composer, Writer: B.... Kinda hoped that you're leaving Is it wrong to hope that you're...

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China Central Bank 1H Report

Published on July 12 2020

09/07 6 月 PMI/发电量/房地产销量/重卡销售等经济数据超预期国常会提全年让利 1.5 万亿沪深两市成交额连续第四个交易日突破 1.5 万亿北上资金年初至今总计净流入 1810 亿野村：近期，房地产、金融补涨。此前经济敏感的行业估值下行，消费、医药等防御性板块大涨，相对估值差异已经过度了。周期行业如金融、地产的估值屡创新低，近期的轮涨则是一种差异修复。大摩：摩根士丹利今年 3 月明确表态超配中国。近日又提高了几大指数到 06/2021 的预测目标价 : 沪深300指数 5360（较当前有...

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Four More Years

Published on July 10 2020

04/2020 : Miumiu, a 6-year-old from Nanjing 10/07 10/07 10/07 10/07 29/06/2020 李超 “顺水行舟”的核心是对“水”的判断，M2 显著大于 GDP+CPI 时，会形成 M2 冗余，必将反映在资产价格中，在房住不炒的大逻辑下，资金很难像过去大量流入地产，股债之间，由于利率较低，资金较难进入债券，所以流动性最有可能体现在股市上涨，大类资产最看好股票。 03/2020 以来 A 股形成结构性慢牛股票：三季度保持相对乐观，四季度关注流动性边际变化...