週五 (4 日) 美股經歷動盪的一天,科技股持續崩跌,非農就業報告利多效應無法持續,恐慌指數 VIX 觸最高 38.28,為 6 月 15 日以來最高。
道瓊走勢圖 (圖片:investing)
道瓊走勢圖 (圖片:investing)
亞馬遜領跌標普、Salesforce 領跌道瓊,道瓊盤中一度跌逾 500 點,所幸蘋果自大跌 8.3% 後絕地反彈,引領大盤從盤中低點回升。
金融股和波音尾盤勁揚,道瓊終場收跌 159 點,道瓊本週下跌了 1.82%,自 6 月 26 日以來表現最差。
科技股本週遭受猛烈拋售,標普、那指終止連續五週連勝紀錄,標普週跌 2.31%,那指本週下跌 3.27%,創自 3 月 20 日以來最差週表現。
美國勞工部週五公布 8 月就業報告,8 月非農新增就業人數達 137 萬人,優於市場預期,但增幅較前值放緩,8 月失業率則大幅下滑至 8.4%,寫下 3 月以來新低。
聯準會主席 Fed 強調,今天非農就業報告是一份不錯的報告,考慮到失業率暴跌至 8.4%,這比 Fed 自己的年底失業率預測低近 1%,但這遠遠不夠,並重申美國復甦還有很長的路要走,利率將在一段時間內保持低位,可能長達數年。
美國兩黨新一輪刺激法案談判仍卡關,但白宮經濟顧問庫德洛週五受訪表示,非農優於預期,就算沒有新的紓困方案,美國經濟仍然能安然度過到今年年底。
此外,美國副總統彭斯 (Mike Pence) 表示,川普政府和國會已達成協議,為政府提供臨時資金,以避免政府關閉。
全球新冠肺炎 (COVID-19) 疫情持續蔓延,截稿前,據美國約翰霍普金斯大學 (Johns Hopkins University) 即時統計,全球確診數已飆破 2630 萬例,死亡數突破 86.9 萬例,美國累計確診超過 615 萬例,累計死亡數達 18.6 萬。
美國公衛專家福奇稱,等到 2021 年中後,美國民眾才能廣泛使用疫苗。世衛 (WHO) 表示,新冠疫苗接種至少要到明年中才能普及。醫學期刊《刺針》 週五刊登,俄羅斯 Sputnik V 疫苗報告顯示,受測者全部產生抗體,而且沒有嚴重副作用。
週五 (4 日) 美股四大指數表現:
美股道瓊指數下跌 159.42 點,或 0.56%,收 28,133.31 點。
標普 500 指數下跌 28.44 點,或 0.82%,收 3,426.62 點。
那斯達克指數下跌 144.97 點,或 1.27%,收 11,313.13 點。
費城半導體指數下跌 21.51 點,或 0.96%,收 2,212.73 點。
標普 11 大板塊僅三大版塊收紅,金融、工業和材料領漲;通訊服務、非必需消費品和資訊科技領跌。(圖片:Finviz)
標普 11 大板塊僅三大版塊收紅,金融、工業和材料領漲;通訊服務、非必需消費品和資訊科技領跌。(圖片:Finviz)
五大科技巨擎僅蘋果收高。蘋果 (AAPL-US) 上漲 0.066%;微軟 (MSFT-US) 下跌 1.40%;亞馬遜 (AMZN-US) 下跌 2.18%;Alphabet (GOOGL-US) 下跌 2.96%;臉書 (FB-US) 下跌 2.88%。
道瓊指數漲跌互見。Salesforce (CRM-US) 下跌 3.97%;摩根大通 (JPM-US) 上漲 2.16%;Visa (V-US) 下跌 2.06%;家得寶 (HD-US) 下跌 1.81%;IBM (IBM-US) 下跌 1.73%;高盛 (GS-US) 上漲 1.63%。
費半成分股多收黑。AMD (AMD-US) 下跌 0.64%;美光 (MU-US) 上漲 0.32%;高通 (QCOM-US) 下跌 0.40%;NVIDIA (NVDA-US) 下跌 3.02%;博通 (AVGO-US) 上漲 3.08%。
台股 ADR 僅台積電下滑。台積電 ADR (TSM-US) 下跌 2.80%;聯電 ADR (UMC-US) 上漲 2.30%;日月光 ADR (ASX-US) 上漲 0.38%;中華電信 ADR (CHT-US) 上漲 0.25%。
ibm investing 在 ลงทุนแมน Facebook 的精選貼文
สรุปเศรษฐกิจไทย ย้อนหลัง 35 ปี /โดย ลงทุนแมน
จริงๆ แล้ว ช่วงก่อนเกิด Covid-19 เศรษฐกิจไทยมีการเติบโตที่ชะลอตัวอยู่แล้ว
ซึ่งแน่นอนว่า การระบาดของ Covid-19 ก็ทำให้เศรษฐกิจของเรายิ่งย่ำแย่ลงไปอีก
ตอนนี้สงคราม Covid-19 ในประเทศไทยดูเหมือนจะใกล้จบลง...
Continue ReadingSummary of Thai economy 35 years back / by Investing Man.
In fact, before Covid-19, the Thai economy has slowed growth.
The Covid-19 outbreak certainly makes our economy worse.
Now the Covid-19 war in Thailand seems to be close to ending.
But the economic war we are facing seems to never end easily.
How interesting is this? Invest man will tell you about it.
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One of the important beginnings that made Thailand's economy grow in the past. Happened in July. B.E. 1985
When the US that was a huge trade deficit, wanted to reduce USD in comparison to major currency such as Japanese yen and Western Germany's mark, that incident led to Plaza Accord deal.
Even Thailand doesn't directly contribute to such things, but the weakening of US dollars has greatly positively affected the economy of Thailand.
At that time, Thailand has a baht bankrupted with 10 currency basket of the world's main currency. But over 80 % is tied to the USD. This is why the export sector of Thailand has an anime. Let's go too.
Moreover, Japanese yen is heavier than it hits the country's export sector.
This makes the government and private sector of Japan need to look for potential manufacturing bases to do exports, especially in countries where there is no higher wage costs.
While the unrest is neat because the war between Vietnam and Cambodia has resulted in Thailand to become the top choice of Japan and many countries.
Foreign direct investment comes into Thailand to create a phenomenon called the decade of growth of Thailand.
Eastern Seaboard Development Area Development Project is also available for heavy industrial development to create economic value for Thailand in the long term.
This story is why during 1987-1996, the Thai economy grows on average 9.3 % per year, especially in 1988 that has reached 13.3 % level.
This story makes many people say that Thailand will become the 5th tiger of Asia or countries where the economy is rapidly evolving like Hong Kong, Singapore, South Korea and Taiwan. These 4 countries have become now developed countries.
But this kind of picture that many people hope to happen to Thailand again. It seems to be faded.
Because in the past 10 years, Thai economy has likely slowed down continuously.
Year 2010-2014 GDP Thailand grows on average 3.9 % per year.
Year 2015-2019 GDP Thailand grows on average 3.4 % per year.
The latest in 1 quarter, 2020 Thai economy is 1.8 % negative and it's quite certain that the 2th quarter is ending. Thai economy will be heavily negative because of losing tourists and social distances.
Year 2019 export sector worth 7.6 trillion baht or around 45 % of GDP value.
The income from foreign tourists is worth 1.9 trillion baht or around 11 % of GDP.
The competitiveness of these 2 industries is also based on the movement of Baht.
Now the baht is getting heavier again. Many people are concerned that it will affect future export and tourism income. Even Covid-19 situation in Thailand will look better.
Even the Bank of Thailand is trying to take care of the money from being too hard by selling Baht and buying US dollars.
The evidence is that the Bank of Thailand's international reserve capital has risen more than $ 10,000 million in March to May this year, but it seems that the baht continues to rise.
Of course, the hardness of the baht is both good and bad.
But for Thailand relying on exports and tourism in a greater proportion, it seems to be negatively affecting the Thai economy in the overview.
In the past, we often hear news that many companies gradually close business. Many companies reduce investment. Due to not being able to tolerate the economic downturn, we see increasing number of unemployed countries.
End of quarter 1/2019 There are 346,480 unemployed people in Thailand.
End of quarter 1/2020 There are 391,770 unemployed people in Thailand.
When combined with new graduates entering the labour market, around 400,000 people may increase the number of unemployed in the future.
Information from the industrial department indicates that the number of licensed and informed companies are likely to decrease.
First 4 months of 2019 number of 1,054 Factory
First 4 months of 2020 number of 876 Factory
Moreover, foreign direct investment, which is an investment in the real economic sector through bringing resources, manufacturing, labor and technology into destination countries. Most of which are long-term investments for Thailand are likely to slow down since 2018
Year 2018 Foreign direct investment equals 426,749 million Baht.
Year 2019 Foreign direct investment equals 196,350 million Baht.
Specifically, the investment from Japan in 2019 is reduced to just 79,264 million baht below the level of hundred thousand million baht for the first time since 2015
It seems that the situation of Thailand's Covid-19 is slowly getting better, but there are many things that are challenging the country's economy.
How do we get the country back to growth
How can we make our country move beyond developing countries into developed countries?
To make Thai people live better lives.
Which questions these questions.
It's a question that has been in the heart of many Thai people for long
And it should continue to be the question of our children's generation..
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via Facebook Live. Metro Systems BIG page with 3 lecturer. Experience.
Mr. Kasem Sukurakun, independent scholar and expert AEC.
Mr. Kittiphong, cuddle Sawapitchayon Country Manager, IBM Cloud & Cognitive Software
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References
-https://data.worldbank.org/indicator/NY.GDP.MKTP.KD.ZG?locations=TH
-https://en.wikipedia.org/wiki/Economy_of_Thailand
-https://en.wikipedia.org/wiki/Map_Ta_Phut_Industrial_Estate
-https://www.nesdc.go.th/ewt_dl_link.php?nid=10212&filename=QGDP_report
-http://tradereport.moc.go.th/Report/Default.aspx?Report=TradeBalanceMonthly&Lang=Th
-https://www.bot.or.th/App/BTWS_STAT/statistics/BOTWEBSTAT.aspx?reportID=80&language=TH
-https://www.diw.go.th/hawk/content.php?mode=spss63
-https://www.bot.or.th/App/BTWS_STAT/statistics/ReportPage.aspx?reportID=653&language=thTranslated
ibm investing 在 貓的成長美股異想世界 Facebook 的最佳解答
[趨勢]
高盛今天跟美國一家投資網站Motifinvesting.com推出了以主題為主的ETF. 大家可以從中看一下產業趨勢. 也可以從ETF的持股中, 去挑選自己想要投資的個股.
This morning, Motif and Goldman Sachs have launched a suite of five exchange-traded funds based off of thematic trends that Goldman Sachs researchers identified as critical.
“They gave us 25 innovations and we packaged them into five ETFs that have consistent relevance,” Walia says.
這些是關於ETF的詳細說明, 以及其中的最大持股(資料來源: https://247wallst.com/investing/2019/03/07/goldman-sachs-targets-5-thematic-etfs-for-next-wave-of-innovation-with-motif/):
24/7 Wall St. has identified each new thematic ETF here, showing a simplified strategy and target from the Motif site. We also included the top 10 constituents listed in their subindex data as of February 28.
Data-Driven World (GDAT) targets data and the impact on the lifecycle of data delivery and processing. This includes artificial intelligence, big data, cybersecurity, Internet of Things and data infrastructure. The top index constituents as of February 28 were Intel, Microsoft, Alphabet, Nvidia, IBM, Amazon, Apple, Oracle, Cisco and SAP.
Finance Reimagined (GFIN) targets structural changes in the support and delivery of financial services. This includes technologies like the digitization of finance, blockchain and the rise of passive investing. Top constituents as of February 28 were MasterCard, Visa, PayPal, American Express, Square, Intuit, Fiserv, Fidelity National Information, Fleetcor and Wirecard.
Human Evolution (GDNA) targets the development of new knowledge, medicines and technologies for the treatment of human conditions. This spans precision medicine, robotic surgery, genomics, digital health and life extension. Its top constituents were Intuitive Surgical, Medtronic, AstraZeneca, Boston Scientific, Abbott, Fresenius, Johnson & Johnson, Novartis, Roche and Align.
Manufacturing Revolution (GMAN) targets the so-called factories of the future. This includes new materials and energy sources, robotics, 3D printing, renewable energy, drones and future mobility. The manufacturing revolution ETF’s underlying index included the top constituents as Dassault Systems, Tesla, ABB, Rockwell, Schneider Electric, Amazon, Honeywell, Toyota, Emerson Electric and Intel.
New Age Consumer (GBUY) targets consumer preferences of digital natives and their evolving tech-enabled lifestyle. These fall under e-commerce, the evolution of education, experiences over goods, health and wellness, social media, online video and music, and online gaming. The new age consumer index had among its top constituents Alibaba and Amazon of course, followed by Facebook, Tencent, Nike, Netflix, Pinduoduo, Adidas, Weibo and Booking Holdings.