—— Behind the price cuts, Apple’s internal and external problems
As of 17:00 on the 11th, Apple's stock price fell 0.6% before the market, just before, Apple's mobile phone has unprecedentedly started to cut prices. Jingdong platform, Tmall Suning flagship store and Suning Tesco have lowered the price of iPhone 8/8P and iPhone XR by more than 1,000 since the 11th. China Securities Journal reported that in response, Jingdong responded that it was officially notified and authorized by Apple. Apple (China) has not responded yet.
At the same time, every 11th report on the Internet showed that Apple's Mac computer shipments declined after the iPhone. According to Gartner's forecast, Apple's Mac computer shipments were 4.9 million units, down from 5.1 million units in the same period last year, down 3.8% year-on-year.
As one of the world's most valuable technology companies, Apple unexpectedly lowered its first quarter last weekPerformanceIt is expected that the company's share price will plummet nearly 10% on January 3. Although Apple's share price rebounded by 3.74% this week, so far, the stock price has fallen by nearly 34% from the high of $232.65 set in October last year. However, it is worth noting that Apple is currently in trouble. In addition to sales growth in Greater China, Apple and Qualcomm's long-standing patent disputes have intensified. It is reported that the two sides have filed more than 50 lawsuits in 16 jurisdictions in six different countries. Recently, Qualcomm has won bans on Apple's various mobile phones in China and Germany.
1,Transaction calendar (Beijing time)
21:30 US December adjustmentCPI
21:30 US annual average annual salary in December
23:30 US leading index for ECRI as of January 4
02:00 the next day, the total number of oil wells in the week of January 11
2. Asia Pacific Express
On January 11, the Asia-Pacific stock market closed mixed, but the weekly general line closed. Japan's Nikkei 225 index closed up 0.97% to 20359.70 points, with a weekly increase of 4.08%; South Korea's composite index closed up 0.6% to 2,075.57 points, or weekly gains of 3.25%; New Zealand's NZX50 index closed up 0.5% to 8595.58 points. Weekly gains were 2.5%; Australia's ASX200 index closed down 0.4% to 5,776.60 points, or 2.8% weekly.
A shares rebounded on the 11th,Shanghai indexDeep fingering,GEMThe closing group rose slightly, and the GEM pointed to the end of the weekly K line. The Shanghai Composite Index closed at 2,553.83 points, an increase of 0.74%; the Shenzhen Component Index closed at 7474.01 points, or 0.61%; the GEM pointed to 1,261.56 points, an increase of 0.20%. The market turnover has shrunk, the total turnover of the two cities is less than 300 billion yuan, and the industry sector has shown a general trend.New sharesRising up and down.
Hong Kong stocks closed up on the 11th. At the close, the HSI rose 0.55% to 26,667 points; the HSCEI rose 0.58% to 10,454 points; the red chip index rose 0.77% to 4,275 points.
China Banking Regulatory Commission: In 2019, it will study new measures for opening up to the outside world, especially for professional foreign insurance institutions to enter China. On the 11th, the director of the China Insurance Regulatory Commission, Xiao Yuanqi, revealed at the recent supervisory work briefing of the Banking Regulatory Commission that this year, first, it is necessary to study new measures for opening up to make the scope of the opening wider and more powerful, especially for professional Foreign-funded insurance institutions enter the Chinese market. In a certain field, the sense of compliance management is relatively strong to supplement the shortcomings of our operating system and complement each other. Second, we hope to further expand the open approach. It is not just to set up branches, not only to invest, but also to make equity. We now need some professional foreign institutions to bring technology and professional talents.
China News Network: Morgan Stanley expects China's stock market performance to lead the world in 2019. Recently, Morgan Stanley Chinamarketing strategyWang Wei, a division and vice president, expressed his optimism about China's stock market in 2019 when he was interviewed by a reporter from China News Service. Wang Wei said that in early December 2018, Morgan Stanley had raised China's share of asset allocation in the global emerging stock market, and also upgraded its rating from more neutral holdings to more optimistic holdings.
The Bank of Russia: The proportion of RMB in foreign reserves increased to 14.7%. The latest data from the Russian Central Bank shows that in the first half of 2018, the renminbi was in Russia.foreign exchange reservesThe median ratio increased to 14.7%. The report shows that Russia's first half of 2018 significantly reduced the dollar's share of foreign exchange reserves. As of the end of June 2018, the US dollar accounted for 21.9% of Russia's foreign exchange reserves; this figure was 43.7% at the end of March 2018.
3. Company news
36氪: Lei Jun said that Xiaomi faced severe challenges this year. In 5 years, he invested 10 billion plus AIOT.11. Xiaomi Group held its annual meeting. Xiaomi founder Lei Jun announced that from 2019, for Xiaomi, AIOT is “All in IoT". Within five years from now, Xiaomi will continue to invest more than 10 billion yuan in the AIOT field.
China Securities Journal: The iPhone has a maximum drop of 1,300 yuan! Apple's iPhone has never before seen a big price cut. On January 11th, the iPhone 8 and iPhone 8 plus of Jingdong Platform were adjusted downwards by 1,100 yuan and 1,200 yuan respectively. In the Tmall Suning Tesco flagship store iPhone XR, iPhone 8/8P prices have also been lowered to 5549 yuan, 3899 yuan and 4788 yuan. At the same time, Suning and the iPhone 8 and iPhone 8 plus are cheaper than Jingdong and Tmall, respectively, 100 yuan, 11 yuan.
China Financial Information Network: Ford ProjectReorganizationEuropean business and staff reduction. Ford Motor Co., Ltd. announced on the 10th that it will reorganize its business in Europe, stop the production line without profit, and cut the number of employees to reduce expenses. Ford did not directly disclose the scale of layoffs, but the company is negotiating with workers' representatives and hopes to achieve the goal of layoffs as soon as possible through voluntary resignation. The data shows that Ford has more than 53,000 employees in Europe.
4, the European city in early trading
Europe's three major stock indexes opened slightly higher on the 11th, Germany's DAX index rose 0.26% to 10921.59 points; Britain's FTSE 100 index rose 0.37% to 6942.87 points; France's CAC40 index rose 0.21% to 4805.65 points.
In the foreign exchange market, the RMB exchange rate continued to strengthen in the past week. The onshore RMB against the US dollar closed at 6.7482 at 16:30 on the 11th, hitting the 6.74 mark in intraday trading, refreshing the new high in July last year. This week, it rose by 1163 basis points, creating 2005. The biggest weekly gain since the exchange reform, the highest record previously was the 1062 basis points increase recorded on September 4-8, 2017. As of press time, the US dollar index was 95.48, down 0.07%; the euro against the US dollar is now at 1.1508, up 0.07%; the pound against the US dollar is now at 1.2753, up 0.05%; the dollar against the yen is now at 108.29, down 0.13%.
Crude oil market, Friday Asia-Europe period, estimatedOil priceRising again. As of press time, Brent crude oil rose 0.66% to $62.09 per barrel; WTI crude oil rose 0.87% to $53.05 per barrel.
In terms of precious metals, the international gold price remained at a level of 1290 US dollars. As of press time, COMEX gold futures reported $1,293.00 per ounce, up 0.42%; COMEX silver futures reported $15.74 per ounce, up 0.62%.
5, the media headlines
MarketWatch: US stocks recorded the best start in 13 years?
Columnist Mark DeCambre pointed out that the US stock market seems to be emerging from the bleak market in 2018. In the seven trading days from the beginning of 2019 to the present, the three major US stock indexes recorded the best performance since 2006. As of the close of the 10th, the S&P rose 3.58% this month, the Dow rose 2.89%, and the Nasdaq rose 5.29%. Recently, the Fed minutes and the speeches of officials of the Federal Reserve Chairman Powell conveyed the "doves" view of patience in raising interest rates, and to some extent appeased anxious investors. But it's worth noting that it's not that the market has no worries. The Macy's plunge is behind the worries of weaker consumption. In addition, the US government has closed for 20 days and is about to break the longest record in history.
CNN Business: The upcoming Brexit is triggering more political chaos!
On March 29, 2019, the UK officially left Europe and the United States with less than three months left, while British Prime Minister Teresa May plans to hold a Brexit vote in Parliament next week. It is worth noting that Teresa May’s failure to do so is destined to be destined. Just this Tuesday, Teresa May has been frustrated in the parliament, against the unsuccessful agreement to leave the EU members of the European Union to win the vote without a new barrier to Brexit. This frustration means that the government's departure from the EU without the agreement of the parliament requires explicit approval from the parliament to use certain powers related to the tax law. The analysis believes that the British Parliament has set a new obstacle to the absence of an agreement to leave the EU, the British government will be unfavorable before the key parliament next week to vote on the Brexit agreement.