特朗普承认自己输掉了选举，纳斯达克指数有史以来首次突破13,000点！美国三大股指均创下新高

原标题：特朗普承认输掉选举，纳斯达克历史上首次突破13,000点！美国三大股指均创下新的收盘高点

概要

[TrumpadmittedthathelosttheelectionandtheNasdaqbrokethrough13000pointsforthefirsttimeinhistory!ThethreemajorUSstockindexesallsetanewclosinghighonJanuary7thTheDowrosemorethan200pointsor07%andtheNasdaqrose256%toriseabove13000pointsforthefirsttime;theS&P500indexrose15%toriseabove3800pointsforthefirsttimeEuropeanstocksalsorosecollectively(ChinaSecuritiesJournal)

The three major U.S. stock indexes all set a new high on January 7. The Dow rose more than 200 points, or 0.7%, and the Nasdaq rose 2.56% to rise above 13,000 points for the first time; the S&P 500 index rose 1.5% to rise above 3,800 points for the first time. European stocks also rose collectively.

According to Xinhua News Agency, in the early morning of the 7th Eastern time, the US Congress confirmed that Biden was elected president;Donald TrumpSaid that although he “completely disagrees” with the results of the presidential election, an orderly transfer of power will be achieved on January 20.

U.S. election to assetspriceofUncertaintyeliminate,marketExpected larger scalefinancialThe stimulus plan is expected to be introduced.

　　European and American stock markets hit new highs

On January 7, the three major U.S. stock indexes all hit a new high.

European stocks rose collectively.German DAX IndexThe CAC40 index rose by 0.55% to 13968.24 points, a record high; the CAC40 index rose 0.7% to 5,669.85 points, and the FTSE 100 index rose 0.22% to 6856.96 points.

On January 7, most of the Asia-Pacific stock markets also rose.

U.S. stocks largeTechnology stocksCollective rise,appleUp 3.41%,AmazonUp 0.76%,NetflixRose 1.68%, Facebook rose 2.06%,MicrosoftRose 2.85%.

Among the popular Chinese concept stocks,BlockchainStocks and new energy auto stocks rose sharply.AlibabaFell 0.3%,JingdongFell 0.3%,BaiduUp 1.9%,ThunderUp 48.1%,Advantages of interactionUp 36.1%, Yibang Communication up 26.7%, CBAK Energy Technology Limitedthe companyUp 20.6%,Mavericks electricUp 16%,Ideal carUp 10.5%,BilibiliUp 5.5%. In addition,China TelecomFell 13.2%,China UnicomFell 11.2%,Air ChinaFell 9.5%,China MobileFell 6.1%.

It is worth noting thatTeslaThe closing price rose nearly 8%, and the stock price exceeded 800USDQuoted at US$816.04 to a new high,Market value773.5 billion US dollars.along withTeslaThe stock price continues to soar, Musk surpassesAmazonThe founder, Bezos, took the top spot among billionaires.

Benefit fromTeslaWith the soaring stock price, Musk’s net asset value has soared by more than 150 billion US dollars in the past year, and the rapid growth rate may set a new historical record.Suffered by the company’s continued profitability, inclusion in the S&P 500 Index, investment banks and retail investorsinvestmentWith multiple positives such as unabated enthusiasm, Tesla’s share price soared by 743% a year.

　　Expected tax increases may be negative for U.S. stocks

　　CITIC SecuritiesSaid that in the past 40 years, only ten years in the United States have had a situation similar to a “unified government”, that is, the president and the House of Representatives are completely controlled by the same party. Under the “unified government” situation, Biden’s previously emphasized tax increase to make up for the deficit is expected to reduce resistance, and the market began to anticipate the negative impact of Biden’s tax increase.

In this situation, BidenenterpriseThe probability of tax increases for high-income groups has increased, but it is not a priority for Biden after he takes the stage.Considering that the current economic fundamentals of the United States are still greatly affected by the epidemic and that the Democrats may only gain control of the Senate by a small advantage, the probability of substantial corporate tax increases in 2021 after Biden takes office is low, and tax increases are still a gradual process. , Expectedshort termThe negative impact is not large, but the expectation of tax increases by companies and individuals will be negative for US stocks, especially for high-growth technology companies.

　　CICCIt is believed that with the control of the two houses, the Democratic Party led by Biden will have more policy space.Fiscal policyIn the short term, a new round of US$700-800 billion financial aid may be passed, but in the medium term, taxes may be increased to adjust income distribution and to finance infrastructure and clean energy projects. However, tax increases need to be discussed in the second half of 2021 at the earliest. Moreover, since the tax increase targets high-income groups and large companies, the impact on the macro economy is relatively limited, but it has a certain negative impact on the US stock market.

HuachuangSecuritiesBelieve that U.S. infrastructure investment andFinancial subsidyThe measures are expected to land, and fiscal policy may further push up US inflation.The impliedInflation expectationsA sharp rise above 2%, higher inflation expectations may put pressure on U.S. bond yields and further steepening of the curve structure.

(Source: China Securities Journal)

(Editor in charge: DF398)