中国减排新方针引发钢材价格下跌
  [Source: FT中文网 - 今日焦点 2021/08/03-09:53]


孙德生,尼尔•休姆伦敦报道

中国钢材价格周一暴跌,此前有迹象显示,作为全球最大的温室气体排放国,中国将放缓实施削减碳排放计划的步伐。

上海钢材期货价格下跌6%。上周五,中共中央政治局召开会议,敦促地方政府纠正“运动式”减碳计划。

此番言论表明,中国政府正试图通过加强对重工业的控制,给减排努力降温,以此维护经济稳定。中国已表示,计划在2030年实现碳达峰,并在2060年基本实现“碳中和”。

央媒炮轰!游戏股重挫:腾讯暴跌8% 网易跌11% 心动跌13%
  [Source: 华尔街见闻 2021/08/03-09:47]

8月3日周二,恒指小幅高开,开盘涨0.2%,报26289.06点。

腾讯开盘跌超1%。阿里巴巴、美团小幅上涨。比亚迪股份延续涨势,高开逾5%。

随后,恒生科技指数跌1.5%。腾讯控股开盘后跌幅迅速扩大至超9%。网易跌超11%。心动公司跌13%。

消息面上,经济参考报将网络游戏比作新型“毒品”,点名腾讯《王者荣耀》,并称“任何一个产业、一项竞技都不能以毁掉一代人的方式来发展”,“处罚的力度要同步跟上”。

奈雪的茶开盘跌超8%。消息面上,奈雪的茶被曝出食品安全丑闻。此外,药明康德涨近7%,建议采纳2021年H股奖励信托计划。

更新中……

富蘭克林高科技基金 定期定額投資5年報酬率翻倍
  [Source: 財經新聞 - 自由時報 2021/08/03-09:47]

穩健的基本面吸引資金大幅流入美國市場,根據路孚特理柏統計,今年上半年美國註冊的共同基金及ETF吸引超過九千億美元資金淨流入,超過投資者投入全球其他地區基金的資金總和。 ...…
全球今夏併購交易規模 逼近5500億美元
  [Source: 財經新聞 - 自由時報 2021/08/03-09:45]

〔財經頻道/綜合報導〕外媒今日公布數據顯示,儘管7、8月是傳統併購淡季,但今年7月以來,全球併購交易規模已逼近5500億美元,全球併購活動可望創下史上最忙夏季。 《彭博》報導,最新的重磅交易...…
美國拒絕接受緬甸選舉計劃 敦促東盟施壓
  [Source: 美國 - 美國之音 2021/08/03-09:42]

美國拒絕接受緬甸軍政府提出的選舉框架計劃,敦促東盟向緬甸施加壓力。美國政府星期一說,緬甸軍政府提出的兩年選舉框架是在玩弄時間遊戲。國務卿布林肯同時準備鼓勵東盟指派一名特使。
挺母校!施振榮捐贈陽明交大500張台積電現金股息
  [Source: ETNEWS 財經新聞 2021/08/03-09:40]

宏碁(2353)創辦人施振榮於8月1日與陽明交通大學、交大思源基金會共同簽署意向書,並將名下500張台積電股票的現金股息,往後為期五年,都捐贈給校方來推動「喜馬拉雅計畫」,待五年期滿後,經同意得再繼續執行五年,他希望自己這筆捐款能起到抛磚引玉的作用,並促成有效利用捐款的新機制。 《詳全文...》
Incompetence + Arrogance = Woke
  [Source: http://www.zerohedge.com/fullrss2.xml 2021/08/03-09:40]

Incompetence + Arrogance = Woke

Authored by Victor Davis Hanson via Summit News,

Politically correct ideology is masking and contributing to the widespread failure of our institutions...

We know the nature of mass hysterias in history, and how they can overwhelm and paralyze what seem to be stable societies.  

We know the roots and origins of the cult of wokeness.  

And we know, too, how such insanity—from the Salem witch trials to Jacobinism to McCarthyism—can spread, despite alienating most of the population, through fear and the threat of personal ruin or worse. These are the dark sides of the tulip, hula-hoop, and pet-rock fads, the mass obsessions so suited to past affluent Western societies.  

But does wokeism serve another purpose as well? Specifically, does it either hide preexisting incompetence or fuel it?  

In the last 18 months, we have seen most of our major institutions go woke and spend considerable amounts of time, capital, and labor on what might be called “commissarism.” Yet in their zeal to rectify society in general and sermonize, virtue signal, pontificate, and perform to the public, many institutions are increasingly failing at what they were established to do. 

Of course, public servants have long suffered the “Bloomberg effect”—focusing on misdemeanors to virtue signal competence as penance for failing to solve the existential crises. If you cannot clear New York City of snow in a timely manner, then lecture the trapped on everything from global warming to the dangers of super-sized soft drinks. Yet wokeism is a bit different since it now pervades our societies as a pandemic of its own.

Take Delta Airline CEO Ed Bastian. He earns $17 million in annual compensation, and lectures the state of Georgia and the nation at large on our supposedly racist voting laws. The issue at hand is mostly a requirement to show a valid ID to vote—in the manner one must present identification to enter the boarding area of Bastian’s planes. Surely if one should vote without an ID, why not then be allowed to board a Delta flight?

I also suggest the public try to call Delta’s consumer helplines to fix the airline’s post-quarantine screw-ups with credits, refunds, rebooking, and recalibrating charges. Just try it—but expect several hours of wait time on the phone. We know now Delta is woke, but what we don’t know is whether one’s past purchase of a ticket will ensure a spot on a Delta flight, or whether prior money or mileage credited will ever be returned or applied to future travel.  

A cynical observer might suggest that if Ed Bastian cannot ensure adequate consumer service, it won’t matter since he weighs in on voting laws. (Or is it worse than that? Because he pontificates on voting laws and other assorted woke issues, he thinks he can simply worry less about his own consumer services?) 

American Airlines CEO Doug Parker is woke, too. He has denounced a new Texas voting law likewise requiring tougher ID usage—although he later  admitted that he had never read the new statute before virtue signaling its illiberality.  

I suggest Parker might first ensure that his airline has not become a Third-World carrier before he seeks to enlighten Americans on their supposed backwardness. I just took a flight on one of Parker’s American Airlines flights from central California to Dallas, Texas. But right before boarding the full flight, passengers were apprised that American did not have enough gas in the plane to make it to Dallas—and couldn’t find any in Fresno. So it was “stopping off” on the way in San Francisco to “fill up”—180 miles away and in the exact opposite direction of its eventual destination. I’ve only twice been on a plane without enough fuel to reach its destination and in need of a detour to find gas somewhere— once 15 years ago in Mexico and the other in 1974 in Egypt.  

We’ve seen an epidemic of well-compensated professional (and Olympic) athletes lecture the country on its various sins of racism, sexism, and the usual affiliated -isms and -ologies. Like the now passé Colin Kaepernick, they devote enormous time to what in normal times would be called extraneous efforts or even distractions from their business at hand. 

Is there a connection between their wokeness and the general lack of interest in the NBA, Major League Baseball, NFL, and the Tokyo Olympics? Is the public sense not just that they do not wish to be talked down to by such privileged and spoiled 20- and 30-somethings, but also that the level of play of professional and amateur sports seems on the decline as well? Or is it that these woke, young athletes can handle sports or social hectoring, but not both—and it shows in their performances and in the lack of mass appeal?

Hollywood is the worst offender. Almost daily a mega-star joins the outrage twitter chorus to remind us of her exemplary virtue or his singular outrage over “social injustice.” They belong to this strange collection of celebrity-obsessed multi-millionaires whose homes, lifestyles, modes of transportation, and fashion are Versailles-like—yet whose daily lives never quite match their sanctimonious barking.  

The real travesty is that Hollywood simply makes poor movies, or rather mostly remakes them ad nauseam, ensuring only that they are “diverse” and proportionally—or now reparationally—representative of “the other.” Two genres tend to dominate the current movies: computer-enhanced comic-book films (sometimes apparently white-washed by progressive executives so as not to offend the racist 1.5 billion-viewer Chinese market), and “the hero versus the Man” movies.  

The latter usually pits an attractive and courageous young investigator, lawyer, journalist, whistleblower, or public servant against a malicious conspiratorial corporation whose racism, environmental desecration, sexism, and thievery must be exposed in gallant, lone-ranger fashion. Not only are these Maoist scripts boring and repetitive but they sprout from a self-indulgent, hyper-corporate Los Angeles capitalist culture that gave us the Hollywood-beloved, and woke-before-his-time Harvey Weinstein. 

Universities are the old-new woke bastion. We will probably never know the machinations used by our elite colleges and universities to warp race in favor of some, and against others, among this year’s first incoming class of the post-2020 riot era. 

Mostly wealthy, white bicoastal administrators and middle managers across all sectors send out communiques, on spec, attesting to their own superior virtue with vocabulary so trite and predictable that a computer programmer could institutionalize and improve on the boilerplate in a few hours. Their bogeyman target is the noxious white male heterosexual—of course, exempting the memo writers themselves, due to their superior morality.  

The woke have unleashed a veritable jihad to root out and banish those infected with “whiteness” among us. But aside from their main mission of promoting diversity, equity, and inclusion, can we say that woke universities—on the side—are turning out talented and educated graduates who will ensure American prosperity, freedom, preeminence, and the sort of lifestyle the young now assume as their birthright? To ask the question is to know the answer. What else could happen when there are more diversity, equity, and inclusion facilitators on elite campuses than there are history professors? 

Is the general knowledge of the college student superior to his counterpart of five, 10, or 20 years ago?  Did the great experiment with various “studies” courses (black studies, peace studies, environmental studies, equity studies, Asian studies, La Raza studies, etc.) result in better writers, thinkers, speakers, analysts, mathematicians, and scientists than what was produced by the old Shakespeare English course, or Western Civ highlights from Homer to Locke, or advanced calculus? Is the campus more tolerant than it was in 1980, more open to free speech, more determined to protect the constitutional rights of its students? 

The military is an especially good example of a major American institution whose woke credentials are now ostentatious, but whose performance in a cost-to-benefit analysis seems increasingly anemic. 

We know that the chairman of the Joint Chiefs of Staff, General Mark Milley, is popular for the moment with the Left in Congress. As a result, like many of his predecessors, if he wishes, Milley can gravitate to lucrative defense contractor boards upon retirement—without a finger-pointing Senator Elizabeth Warren (D-Mass.) castigating him as a get-rich, revolving-door apparatchik.  

Milley and others, such as Admiral Michael Gilday, have given spirited, if incoherent, defenses of why they want their enlistees to read Ibram X. Kendi’s texts on “antiracism”—or at least why they want the Washington elite to know they recommend them to their soldiers and sailors. We know that multimillionaire ex-Raytheon board member, consultant, and now defense secretary, General Lloyd Austin is auditing the ranks to weed out suspicious white male insurrectionaries, an investigation that so far seems to lack any actual data to justify said witch hunt. The chain of command, which can enact social change by fiat, is in this case beloved by the Left. And the officer corps has made the necessary adjustments to ensure their own rapid promotions. 

Thus, there is little protest about the military budget being slashed by the beloved Joe Biden, after it was markedly raised by the hated Donald Trump, who among his many other sins jawboned the NATO allies finally to pony much of their promised military contributions to the alliance. 

Milley’s earlier apologies for doing a photo-op with President Trump while the rascal supposedly cleared the environs with tear gas were mostly empty virtue signaling, given the inspector general of the Interior Department found no such presidential edict or any use of such an agent.  

Indeed, a dozen or so of our best and brightest retired four-stars had blasted their former commander-in-chief as fit for removal the “sooner, the better,” a veritable monster who employed Nazi-like tactics, emulated Mussolini, and took his immigration policy in part from Auschwitz.

But was such energy, rhetorical imagination, and refined conscience evident in our stellar victories in Afghanistan and Iraq? Was the Libyan intervention a model of military planning, on both the strategic and tactical levels? Have our innovative weaponry, training, and displays of strength deterred the Chinese military? Have our latest naval and aviation acquisitions proven to be models of brilliant cost-effective investments? In our woke age, do our soldiers die on the battlefield in proportion to their sex and race, in conformity with the new proportional representation gospel and in all other areas of military endeavors?

We could ask the same of the FBI and CIA, given the loud, recent wokeist careers of John Brennan, James Clapper, Kevin Clinesmith, James Comey, Andrew McCabe, Lisa Page, and Peter Strzok. From such sanctimony we might assume the FBI had successfully ferreted out and preempted the Boston Marathon bombers, or the San Bernardino terrorists; or that we knew from the CIA the threats posed by the Phoenix-like reappearance of the “J.V.” ISIS killers in Iraq, the Spratly Island aggrandizement by China, the true nature of the Wuhan lab leak, the location of existing stockpiles of weapons of mass destruction in Iraq or Syria, and the current status of the Iranian nuclear program. 

The point is not to berate our institutions, but to warn them.  Either their abilities to carry out their assigned tasks are becoming diminished by Nineteen Eighty-Four-like wokism, or they are using ideological camouflage simply to mask their unaccountability—and their increasing incompetence.  

Tyler Durden Mon, 08/02/2021 - 21:40
腾讯跌幅扩大至7%央媒:“精神鸦片”竟长成数千亿产业
  [Source: 股市直播--和讯网 2021/08/03-09:39]

腾讯控股盘初下挫,跌幅扩大至近7%。经济参考报将网络游戏比作新型“毒品”,点名腾讯《王者荣耀》,并称“任何一个产业、一项竞技都不能以毁掉一代人的方式来发展”,“处罚的力度要同步跟上”。经济参考报称,近...
8月3日外汇阻力支撑位
  [Source: Investing.com 2021/08/03-09:35]

8月3日外汇阻力支撑位 8月3日外汇阻力支撑位


注:以上阻力支撑位是根据枢轴点(Pivot Point)阻力支持体系计算得出,该体系是一个做期货的高手发明的方法,至今已经广泛的用在股票、期货、国债、指数等高成交量的商品上。经典的Pivot Point是7点系统,就是7个价格组成的。
08月03日香港银行间同业拆借利率港币HIBOR
  [Source: Investing.com 2021/08/03-09:35]

08月03日香港银行间同业拆借利率港币HIBOR	08月03日香港银行间同业拆借利率港币HIBOR

08月03日香港银行间同业拆借利率港币HIBOR


08月03日香港银行间同业拆借利率港币:隔夜报0.07% 1周期报0.07% 1月期报0.09% 3月期报0.16% 6月期报0.27%



注:香港银行同业拆放利率HIBOR(Hongkong InterBank Offered Rate),指香港货币市场上,银行与银行之间的一年期以下的短期资金借贷利率,是从伦敦同业拆借利率(LIBOR)变化出来的。



金价走势不温不火,对冲基金为何仍乐观上看5000美元?
  [Source: Investing.com 2021/08/03-09:35]

金价走势不温不火,对冲基金为何仍乐观上看5000美元? 金价走势不温不火,对冲基金为何仍乐观上看5000美元?

周一(8月2日),美国供应管理协会(Institute for Supply Management)的报告显示,美国制造业在7月继续增长,但增速连续第二个月放缓,此后不久,该指数跌至1.184%,为7月20日以来的最低水平。尽管金价走势看涨,10年期美国国债收益率走低,但8月份黄金开局似乎不温不热。

美元指数小幅下行,但仍持稳于92美元上方。MarketWatch报道,ActivTrades技术分析师Pierre Veyret表示:“投资者正密切关注市场及国际形势,因此对于黄金态度谨慎,美元的下行进一部支撑了金价。”



对冲基金对黄金持中性态度


随着对冲基金减少对黄金的整体敞口,黄金市场的势头和兴趣似乎正在放缓。不过,一些分析师认为,通胀威胁的持续存在以及经济不确定性的加剧,正帮助支撑金价。

商品期货交易委员会(CFTC)截至7月27日当周的交易商承诺分项报告显示,基金经理在Comex黄金期货的投机性总多头仓位减少3528手,至131635手。与此同时,空头头寸减少3330手,至41405手。

黄金净多头目前为90230个合约,与前一周相对持平。在调查期间,重拾部分涨势,稳定在1800关口上方。尽管市场上仍有大量看涨情绪,但一些分析师表示,黄金似乎有些枯竭。若金价持续突破200日移动均线,可能会吸引新的投资者兴趣。

Saxo Bank大宗商品策略主管Ole Hansen表示:“美国国债名义收益率和对黄金尤其重要的实际收益率持续一个月的下跌,令黄金无法做出积极回应。股市持续上涨,近期美元反弹,以及投资者接受美联储关于通胀不会持续的说法等因素,都导致黄金需求减少。”

德国商业银行(Commerzbank)大宗商品分析师表示,黄金净仓位未变,显示部分投资者对黄金市场仍有一定忠诚度。

Quadriga Igneo基金表示,由于市场低估了各国央行的紧缩风险


据Quadriga Igneo基金称,未来3至5年,金价仍有可能升至每盎司3000至5000美元,因市场低估了央行大规模印钞后收紧货币政策的长期风险。

这一预测来自该基金经理帕里利亚(Diego Parrilla)。去年,他曾成功预测金价将创纪录地升至每盎司2075.47美元。帕里利亚表示:“央行印钞并不能真正解决问题,它只是在拖延问题,黄金将作为一种你不能印刷的实物资产而受益。”

帕里利亚指出:“世界各地的印钞和超宽松货币政策造成了许多长期问题,包括资产泡沫。在这种环境下,各国央行在削减和提高利率方面面临着艰巨的任务。从速度上讲,减持过程将非常缓慢。我认为,推动金价走强的因素不仅依然存在,而且实际上还在加强。”

自近一年前创下历史新高以来,金价一直在巩固,并试图在可持续的基础上回到每盎司1900美元的水平。大约一个月前,当美联储暗示美联储将缩减购债规模时,金价遭遇重挫。帕里利亚还指出,金价可能在风险规避事件发生后开始上涨,这将表明央行无法控制经济形势。


(现货黄金日线图)

北京时间8月3日08:11,现货黄金报1813.13美元/盎司。
8月3日黄金、白银、原油等商品期货阻力支撑位
  [Source: Investing.com 2021/08/03-09:35]

8月3日黄金、白银、原油等商品期货阻力支撑位 8月3日黄金、白银、原油等商品期货阻力支撑位


注:以上阻力支撑位是根据枢轴点(Pivot Point)阻力支持体系计算得出,该体系是一个做期货的高手发明的方法,至今已经广泛的用在股票、期货、国债、指数等高成交量的商品上。经典的Pivot Point是7点系统,就是7个价格组成的。
沒刻意節食體重卻持續下降,可能不是減肥成功!2症狀看出是否「肌少症」找上門
  [Source: 商周財富網 最新開放文章 2021/08/03-09:30]

剛過花甲之年的老張是一名糖尿病患者,但每每美食當前,老張總是多吃幾口,也因此血糖和血壓的控制況狀不甚理想。近來,初體驗悠閒退休生活的老張,每天都開心睡到自然醒,偶爾和老婆還有三五好友到處品嘗美食。這一日,在朋友聚會上,好友看到老張身形消瘦不少,忍不住半開玩笑地問老張說:「你偷偷在減肥嗎?怎麼愈吃愈瘦...詳全文
奥栢中国(08148.hk)盈警:预计中期综合净亏升幅不少于130%
  [Source: 公司要闻--和讯网 2021/08/03-09:30]

格隆汇8月3日丨奥栢中国(08148.hk)发布公告,相比2020年同期的公司拥有人应占综合亏损净额,预期集团截至2021年6月30日止六个月将录得公司拥有人应占综合亏损净额不少于130%的升幅。预期...
《談國論企-黎偉成》中央要穩中求進挺下半年經濟
  [Source: ETNet 新聞 - 股票評論 2021/08/03-09:30]

《談國論企》中共中央政治局於2021年7月30日的會議,部署下半年的經濟工作時, 指出要堅持穩中求進的工作總基調,要完整、準確、全面貫徹新發展理念,做到「深化供給側結 構性改革,加快構建新發展格局,推動高質量發展」,更「要做好宏觀政策跨周益調節,保持宏 觀政策連續性、穩定性、可持續性」,以統籌做好今明兩年宏觀政策銜接,保持經濟運行在合理 區間」。相信中國是可以穩定和強化已納入復甦軌道的經濟