Surat Stock：Jingwei Morning Course ｜ Nvidia's stock price has a new high, with an increase of more than 190%during the year; the average price of new apartments in the 23rd district of Tokyo set a record again

【Heavy overnight】

The Dow regulates 0.8%

The three major indexes of the US stocks were differentiated. The Dows went weakly, closing the market 0.8%, and the NATO Index fluctuated, closing up 0.27%, and the S & P 500 index fell 0.18%.American Consumer News and Business Channel (CNBC) said that US Treasury bond yields have risen and investors are waiting for new revenue reports. The Dow vomited some increase last week.

10 -year US Treasury bonds rose more than 10 basis points to 4.197%.CFRA chief investment strategist SAM Stovall said, "The yield of bonds continues to rise, which means that investors believe that the Federal Reserve rate rate will be slower because the economy will still be tough. Therefore, the Fed will reduce the inflation rate to 2%in the next year in the next year or soThe target level may be more difficult.

Most of the large -scale technology stocks in US stocks rose, and Naifei rose about 1%. Apple, Amazon, Google, Microsoft rose slightly, and Facebook fell slightly.U.S. stock bank stocks fell across the board, Goldman Sachs, Morgan Stanley fell more than 2%, Citiban and US Bank fell more than 1%. Morgan Chase and Wells Fargo fell slightly.

The overall regulation of the popular stocks, the Nasdaq Indian Golden Dragon Index fell 0.8%.Century interconnection fell over 3%, Baidu Group, Huazhu Group, Shell, and New Oriental fell more than 2%, and Alibaba, Netease, and Ctrip Group fell more than 1%.Mavericks rose more than 7%, Lexin, good in the future exceeded 6%, and some rose by more than 4%. Xiaopeng Automobile and Da brand new energy rose more than 3%.

The major European stock index closed down, the German DAX index fell 1%, the French CAC40 index fell 1.01%, the British FTSE 100 index fell 0.48%, and the EUR STOXX50 index fell 0.9%.Bloomberg analyzed that investors are still cautious about regional economic conditions and intensified tensions in the Middle East. Earlier, France was rated by Scope Ratings, which was a warning of the country's financial situation.

Nvidia's market value is close to $ 353 trillion

Nvidia's stock price opened high, and the end of the market rose by more than 4%to close at a high level at a daily level of $ 143.71/share, refreshing a record high, and the company's total market value was approaching 3.53 trillion US dollars.The stock has increased by more than 190%during the year.

On the news, Tianfeng International Securities Analyst Guo Mingzheng's latest release of Nvida Blackwell GB200 chip's industrial chain order information shows that Microsoft is currently the world's largest GB200 customer.The sum of cloud service providers.

Guo Mingzheng said in a new report that the production capacity expansion of Nvidia Blackwell chip is expected to be launched early in the fourth quarter of 2024.Considering the yield and test efficiency, the shipment volume in the fourth quarter of 2024 is between 150,000 and 200,000 yuanSurat Stock. It is expected that the shipments in the first quarter of 2025 will increase significantly by 200%to 250%to 500,000To 550,000 yuan.

Huang Renxun, the founder and CEO of Nvidia, said in a previous interview that the company's upcoming Blackwell chip has been fully put into production and demand "crazy".

The average price of new apartments in the 23rd district of Tokyo reached a new high

According to the Kyodo.com of Japan, the Japan Institute of Real Estate Economic Research announced on October 21 the average price of each set of new apartments in the first half of 2024 (April to September).About RMB 5.25 million).This price refreshed the highest record for two consecutive years, and the rise in land and construction expenses was reflected in the price.

It is reported that the average price of the Tokyo Capital (1 capital and 3 counties) rose by 1.5%to 79.53 million yen, a new high.From the perspective of various regions, the average price of Tokyo has increased by 8.8%to 59.71 million yen except 23 districts, Kanagawa rose 10.7%to 63.91 million yen, Saitama rose 6.4%to 52.75 million yen, Chiba rose 17.3%to 5595 to 559510,000 yen.

The Indian aviation industry received a threat of 90 fake bombs within a week

According to the British "Guardian" news on the 21st, in the past week, there were 90 threats to Indian airlines' false bombs, which caused international travel to be chaotic. The flight was forced to stop, divert, and even escorted by fighter jets to safe zones.

It is reported that last week alone on Saturday, Indian Airport received 30 pranks threatened, and at least 20 threats against different airlines were received on Sunday.The threat of false bombs increased unprecedentedly, causing severe damage to the Indian aviation industry, and triggering the panic of passengers.

According to reports, Indian criminal investigators have not found the source and motivation of the surge in bomb threats. Most of these threats are sent through emails, or anonymous accounts on social media platforms.Major airlines such as Indian Airlines, Vistara, Spicejet, and INDIGO have become threatening targets, and American Airlines, Jielan Airlines and New Zealand Airlines have also been threatened, resulting in flight diversions.

The regulations require airlines to take action on any threat, which means that dozens of aircraft have to change the routes to land urgently in third countries such as Turkey or Germany or return to India.The Indian Air Force even dispatched a fighter to escort the threat of bombs.

It is reported that the Indian authorities have arrested a minor and issued a provision that anyone suspected of making a bomb scam will be included in the ban.However, Indian officials are still trying to find out the truth because threats are still emerging.They said that although the motivation is yet to be determined, its purpose is obviously "disrupting the aviation industry, creating panic, and keeping each institution alert."

The results of the Moldova referendum showed that more than half of the voters supported to join the European Union

The final votes of the National Referendum released by the Moldova Central Election Commission on the 21st local time showed that 50.46%of voters support the amendment to the current constitution and will join the European Union's strategic goal to establish Moldova.

Moldova held a presidential election and a referendum on the constitutional amendment to the EU on the 20th.The final result of the referendum showed that the supporters of the constitutional amendment accounted for 50.46%, the opponents accounted for 49.54%, and the referendum voting rate was 51.4%.

The person in charge of the Mo Mo Central Election Commission said that the Central Election Commission will submit a report on the voting results to the Constitutional Court.The Constitutional Court will make a decision or rejection of the referendum within 10 days.If the ruling confirms that most Moldova citizens support to join the EU, the Moldova Constitution will add the clause that will be added to the European Union to establish the EU as the unswerving goal of Moldova in the future. "

[Follow today (Beijing Time)]

10:00 National Office held a press conference on the situation of foreign exchange revenue and expenditure data in the first three quarters of 2024

10:00 Routine press conference on the Emergency Management Department

10:00 The Ministry of Ecology and Environment holds a routine press conference to introduce innovation to carry out the environmental management of solid waste and chemicals

【New shares purchase】

Kubail (920066.bj)

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Issuing P / E ratio: 14.45

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【Financial Hot Spot】

A number of banks landing stock repurchase increase holding ownership loan business

After the announcement of stock repurchase and holding holdings, many financial institutions including Bank of India, Construction Bank, CITIC Bank, etc. have actively implemented policies, signed a credit agreement with listed companies, and landed stock repurchase increase ownership loansbusiness.

Industry insiders said that stock repurchase increase holdings re -loan policy guides financial institutions to provide low interest rate loans for listed companies and major shareholders, support their repurchase and increase holding stocks, which will help further enhance the inherent stability of the capital market and maintain the stable operation of the market., By enhance investor confidence.

Hong Kong private equity fund management capital ranks second in Asia

Xu Zhengyu, director of the Financial Affairs and Treasury Bureau of the Hong Kong Special Administrative Region Government, published a blog on the 21st that Hong Kong's private equity fund management capital ranked second in Asia.Xu Zhengyu said that Hong Kong's assets and wealth management industries have achieved impressive results in recent years.As of the end of last year, the total value of Hong Kong's assets and wealth management business was close to HK $ 31.2 trillion, and the inflow of net funds increased by more than 3.4 times year -on -year.As of the first half of this year, Hong Kong's private equity fund management had more than 233.9 billion US dollars, ranking second in Asia. Hong Kong is also the largest hedge fund center and cross -border wealth management center in Asia.

Internet financial platform misappropriation of user quotas?Industry insiders: misunderstandings

According to the 21st Century Business Herald, recently, "an Internet financial platform misappropriation of user quotas" has been circulated on the Internet, saying that the platform will loan more for users.According to people insiders in the financial industry, in fact, the remarks are wrong to understand the "balance" in the credit report report as "remaining amount".The "balance" in the credit report is the remaining principal of the customer's loan, which means that there is no amount of money.

General Manager Xiang Piaopiao's resignation of chairman will "get on the horse" again

Xiang Piaopiao disclosed on the evening of October 21 that the company's board of directors received a written resignation report from Yang Dongyun recently. Yang Dongyun applied for resignation of the company's director and general manager (president) due to personal reasons.Afterwards, he no longer holds any position of the company.

With Yang Dongyun's resignation, the chairman Jiang Jianqi once again took over the burden of General Manager Xiang Piaopiao.The company held a board of directors on October 21 to agree to appoint Jiang Jianqi as the general manager.

Huaxia Happiness 20 billion yuan "replacement and belt" debt plan is exposed

Huaxia's happiness, which has gone through 3 years, has recently launched a new "replacement and belt plan" in its "Debt Reorganization Plan".The Securities Times reporter was exclusively informed that the plan intends to introduce the debt of Langfang state -owned enterprises to undertake some financial creditors. As a condition, these financial creditors must provide new financing to state -owned enterprises or their designated entities in Langfang.The debt scale of the replacement belt is expected to reach about 20 billion yuan. In the end, the results confirmed by both the financial creditors and the state -owned enterprises of Langfang City participating in the replacement band shall prevail.

Samsung Electronics announced the withdrawal from LED business

South Korea's Samsung Electronic Semiconductor Department recently decided to withdraw from LED business, causing attention from all walks of life.The Samsung Electronics Semiconductor Department was mainly responsible for the production and sales of LED products such as TV and smartphones. This decision means that after the 2020 LG electronics announced the withdrawal from the LED business, both South Korea's two major electronic companies have withdrawn from LED business.

Disney appointed James P. Gorman as the chairman

According to the Associated Press, Disney has appointed James P. Gorman as the chairman and take effect on January 2, 2025.James P. Gorman will replace Mark G. Parker.Disney also stated that it is planned to announce the next CEO in early 2026.Agra Wealth Management