[ad_1]
The subject of today’s report is “Trump’s election is in a hurry. What action does smart money do right away?”
Wanbao Investment Gu Cai Mingzhang stressed that now that investors are betting on Biden’s political views on clean energy, these actions are going crazy. Biden proposed a two trillion dollar plan for climate change, promising that by 2050, the United States will achieve a 100% clean energy economy and a medium and long-term zero-carbon solution. In the next 10 years, clean energy, wind energy and solar energy will total $ 400 billion. Infrastructure.
Then accelerate the promotion of electric vehicles. By the end of 2030, more than 500,000 public charging stations will be installed and electric vehicles will be completely tax-free. Before 2030, offshore wind will also double, but the United States accounts for only 15% of global carbon emissions and cannot solve the problem of global climate change on its own. It must cooperate with more countries to rejoin the Paris Agreement.
Therefore, if you visit the White House, the United States will formulate bilateral trade in accordance with the climate protection commitments made by partner countries. This makes the Sino-US trade conflict a breakthrough at the dawn of global investment in renewable energy in the first half of this year. The total amount reached 132 billion US dollars, an increase of 5% year-on-year. Multigrade green energy ETFs set new highs, with some even increasing as much as 80% this year.
US stock of solar power and power generation SunPower has soared 147% this year, First Solar has also soared 47%, Solar Energy Cologne of China (601012-SHA) has soared 206% this year and Tongwei (600438-SHA) 110% increase, leading to Taiwan’s solar power reserves, United Regeneration (3576-TW), Danone (3686-TW), Guoshuo (2406-TW), Shuohe ( 3691-TW), Yuanjing (6443) -TW), Anji (6477-TW), the daily intraday lighting limit, as well as wind energy investment and control (3708-TW), Da Ya (1609-TW), and the Tongzhi of the electric car (3552-TW) There is also a daily lighting limit.
Wanbao Investment Gu Cai Mingzhang stressed that this means that investors around the world are betting that Biden will win the election. At the same time, Trump’s election is not a good one, but US stocks are still high. This is because they wait for the stimulus plan and even think it will be postponed. After the election, the scale will be even larger, but ignore Biden’s negative political views on tax increases and beware of sudden losses. The biggest burden of Trump’s election is the lack of handling of the epidemic.
The second wave of the epidemic is on the rise and many countries have adjusted their response measures. On October 8, the number of confirmed cases in Europe increased daily, surpassing 100,000 for the first time, a record. The cumulative number of confirmed diagnoses in Europe represented 16% of the world and 22% of deaths. German Chancellor Merkel and the mayors of 11 major cities announced on October 9 to increase a series of measures to prevent the epidemic, including tightening travel restrictions. Italy is preparing to reintroduce strict national measures to prevent the epidemic. Last Friday As of Sunday, the number of newly diagnosed patients in a single day reached a record high.
However, the United States did nothing. Trump even participated in large-scale election campaigns and held bad demonstrations. He couldn’t control the epidemic and it also hurt his election. Thus, smart money began to roll out renminbi and land reserves to take over a wave of American elections. fiscal.
RMB onshore broke 6.71 yuan on October 9 and hit a new high since April. The RMB has appreciated 6% since June, indicating that the hot money bet on Biden’s victory and the risk of restarting the trade war will be reduced. Capital inflows from the north Land stocks exceeded 10 billion yuan in a single day. The Shanghai Composite Index rose sharply for two consecutive days after the 11th long holiday and returned to the 3,300 quarterly line. Although it fell 5% in September, the Shanghai Stock Exchange rose 10% this year and outperformed the highway The Jones Index was up 9% and the ChiNext has soared 53% this year, which which is also better than 29% of the Nasdaq. If President Trump cannot crack down on China’s tech stocks, the market prospects will rise even more fiercely.
Wanbao Investment Gu Cai Mingzhang stressed that the announcement of the results of the US elections will cause the world’s hot money to flow to the world. Once Biden wins, the funds will come out of US, Japanese stocks and transfer to mainland stocks and Hong Kong stocks, but you can exclude Taiwan. TSMC (2330-TW) can supply Rashomon to Huawei. AMD and Intel have already been approved to supply Huawei. However, TSMC’s approval to supply Huawei can only be limited to mature processes above 28 nanometers. Before the ban goes into effect, Huawei will Buy 15 million Kirin 9000 chips, the current inventory still has 8.8 million, which is only enough for 6 months.
TSMC’s revenue in September hit a record. Third quarter revenue was above financial target. The share price continued to rise on Thursday, but after the French conference, all gains may be exhausted. MediaTek (2454-TW) Revenues in the third quarter were also higher than the estimated high target due to Huawei’s reserve factors, but for the fourth quarter, revenues are expected to remain stable or decrease slightly.
But Apple’s third-quarter financial report for the same Apple stock, Largan (3008-TW), was well below expectations, and the share price has bottomed out. Apple needs to get TSMC’s five-nanometer process for applications other than the iPhone, as well as iPad and MacBook. But Largan’s lens isn’t required for iPad and MacBook, so Largan can’t make up Huawei’s revenue gap with other Apple orders.
Largan’s gross profit margin was 65% in the third quarter, a record low in the sixth quarter. It lost Huawei’s main customers and Sunny Optical joined the competition in Apple’s supply chain. Largan would lower the price of the lenses next year, leading to another Apple lens supplier Yujingguang’s gross profit margin (3406-TW) has taken a hit, but there are still some Apple shares in September revenue , which reached a record, including Xinpu (6121-TW), Jingyuan (2387-TW) and Ke Jia-KY (5215-TW), Meilu (2439-TW). In November, Apple will release the cheapest MacBook and headphones ever, so there will be more opportunities for follow-up revenue related to Jingyuan, Meilu, Kejia-KY and the fourth quarter outlook. You can also observe the price of the shares.
Join Tsai Mingzhang’s Fan Group for Free Now to Share More Information
Mr. Cai chooses LINE’s fan group of dark horse Cai Mingzhang
https://line.me/ti/p/@marbo666
Mr. Cai chooses Cai Mingzhang, the dark horse, the free YOUTUBE audio and video channel
https://www.youtube.com/channel/UCHjkjx50-BTduhjwiwFA3nw
Mr. Cai chooses the Dark Horse Cai Mingzhang FB community
https://www.facebook.com/groups/marbo666/
Mr. Cai Chooses Dark Horse Cai Mingzhang Telegram Fan Group
https://t.me/marbo666
Individual values recommended by the company for analysis
No inappropriate financial interest ratio Past performance does not guarantee future benefits
Investors should make independent judgments and prudential assessments and bear their own investment risks.
[ad_2]
