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覃汉:好的,接下来我们进入下半场对市场策略的讨论。最近出的政策和事件比较多,市场预期也跟随这些政策方向的边际变化而变化,大家看股市策略提到比较多的说法是后续股市行情更多由分母驱动转向分子驱动,下面请策略组谈一下对于这一点,以及大势研判怎么看。

就在国内媒体日前曝出,美国软件甲骨文(Oracle)确认中国区研发中心(CDC)首批裁员900余人,人数达全员近六成,甚至整个CDC将被关闭都成为内部共识时,甲骨文创始人拉里·埃里森(Larry Ellison)去年受访时的言论,也再次引发讨论。

分析指出,普京在应对俄罗斯国内突发事故的快速反应,以及他参与的一系列外交活动,使其获评1月份俄罗斯最具影响力政治人物。2019年,66岁的普京迎来第二个总统任期的第二年,俄罗斯媒体此前曝光了普京新一年的繁忙行程。大大小小的行程,涵盖俄罗斯关注的方方面面,除了国家内部的日常事务之外,普京还将参加数十个国际会议,和数百个国内活动。

Simon:The policy paper “Partners and systemic competitors - How do we deal with China‘s state-controlled economy” by the Federation of German Industries (BDI) is comprehensive and addresses many important aspects of Chinese-German cooperation. The paper is critical of, but not unfriendly to China. I think that both sides are aware that they depend on each other and have to find compromises. At the same time, the paper leaves no doubt that the two political systems in China and Germany are fundamentally different. This is not of great importance at the pure business level, but where the state or the party on the Chinese side intervenes, it becomes critical. So far, these differences have been swept under the carpet. Due to the success of Chinese companies and, in particular, the numerous takeovers, awareness of the difference has risen sharply in Germany and other parts of the world. One does not always get the impression that this change is fully understood by the Chinese side. In the West, there are doubts as to whether the Chinese state or party is systematically keeping out of business issues. In my opinion, this is extremely important if China wants to continue to be as successful as before in exports and foreign investments. China must do everything it can to avoid further cases like Huawei. Trust is one of the most important elements in international trade. Of course, not everything is 100% separate in the West either. Whether and how Western secret services obtain business data can only be guessed at. But at least there are clear legal dividing lines that even apply to secret services. But German companies and associations should also accept that they cannot change certain political conditions in China. If one wants to do business with and in China, one has to accept the institutional framework there. Nevertheless, there is a right to equal and fair treatment and every partner should insist on this right.

首提“引导大银行服务重心下沉”东方证券首席经济学家邵宇认为,这次表述最明显的变化就是增加了”引导大银行服务重心下沉”。过去服务中小企业的主要是中小银行,现在提出大银行也要下沉,说明大银行也要加入服务中小企业的行列中,中央已经认识到对中小企业、民营企业的贷款支持是现在激发经济活力的当务之急。

同龄队友陈一乐、黎琪已经在天津拿到全运会冠军,王涔郁也希望通过刻苦努力去追赶。这个世界杯冠军,会让她更加自信,训练的劲头也更足了。今年冬训郁子的训练任务很重,每天四个项目都要练,她笑称习惯了就还好。“跳马要增加难度,以前是跳直体360,现在要练直体720。平衡木要继续加强踺子1080下,争取在比赛中拿出来。”王涔郁告诉记者,此前做难度为F组的下法“踺子1080”稳定性不够,在成套中使用时有点做不动。今年冬训中要继续提升能力,争取在成套中用出这个动作,那样的话可以最多加到0.5分。

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