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周三A股探底回升，成交量有所放大。申萬28個(gè)行業(yè)中，17個(gè)行業(yè)上漲，11個(gè)行業(yè)下跌。其中鋼鐵、綜合和交通運(yùn)輸行業(yè)漲幅領(lǐng)先，食品飲料、電氣設(shè)備和汽車跌幅領(lǐng)先。抱團(tuán)股上漲幾天后又大幅殺跌，主要原因應(yīng)是基金凈值回升導(dǎo)致贖回壓力增大。財(cái)政部再提穩(wěn)妥推進(jìn)房地產(chǎn)稅。在政策作用下，未來賣房炒股可能會(huì)很常見。港股節(jié)后首個(gè)交易日，恒生綜合行業(yè)指數(shù)中6個(gè)行業(yè)上漲，6個(gè)行業(yè)下跌。原材料、地產(chǎn)建筑和工業(yè)領(lǐng)漲，科技、必需消費(fèi)和金融領(lǐng)跌。北上資金凈流出28.2億人民幣，其中貴州茅臺(tái)和濰柴動(dòng)力分別凈流出14和9億人民幣；而三一重工凈流入6億人民幣。南下資金凈流入8.5億人民幣，中芯國際和華宏半導(dǎo)體分別凈流入7.8億和6億港幣。

摩根大通CEO杰米·戴蒙年報(bào)中寫給投資者的信。如果說巴菲特在伯克希爾·哈撒韋年報(bào)中寫給投資者的信是所有投資者必讀的，那么摩根大通CEO杰米·戴蒙寫給投資者的信一定是排在必讀榜第二位的。昨天公布的這封長達(dá)66頁的信中，杰米·戴蒙談到了美國經(jīng)濟(jì)前景、股票估值以及中美之間競爭力的對(duì)比。他認(rèn)為美國經(jīng)濟(jì)在疫苗、財(cái)政作用的刺激下會(huì)保持良好勢頭直到2023年。股票估值是有點(diǎn)貴的，但是反應(yīng)了長期的經(jīng)濟(jì)繁榮的前景。而債券的估值很低是不太合理的，這里面有兩個(gè)因素在發(fā)揮作用:一個(gè)是供給過大，一個(gè)是通脹有可能不是轉(zhuǎn)瞬即逝的，像美聯(lián)儲(chǔ)預(yù)期的那樣。在談到中美關(guān)系時(shí)，他說現(xiàn)在中國人認(rèn)為美國在科技、基礎(chǔ)設(shè)施和教育方面正在喪失競爭力，美國是一個(gè)被政治、種族問題和收入不平等撕裂和導(dǎo)致嚴(yán)重癱瘓的國家，一個(gè)無法協(xié)調(diào)財(cái)政、貨幣、產(chǎn)業(yè)和監(jiān)管政策以取得全國目標(biāo)的國家。美國歷史上面臨過很多次挑戰(zhàn)，他說這次可能會(huì)有所不同，但相信這些問題都是可以得到解決的。

美聯(lián)儲(chǔ)會(huì)議紀(jì)要再次確認(rèn)其寬松立場。美聯(lián)儲(chǔ)發(fā)布了3月份的議息會(huì)議紀(jì)要，美聯(lián)儲(chǔ)認(rèn)為經(jīng)濟(jì)雖有很明顯的改善，但距離通脹和失業(yè)率的政策目標(biāo)仍有很長的路要走。上周五公布的非農(nóng)就業(yè)數(shù)據(jù)中，3月份的失業(yè)率為6%。如考慮到就業(yè)參與率等因素，實(shí)際失業(yè)率可能高達(dá)9%。另外，去年4、5月份的低基數(shù)可能會(huì)使通脹率暫時(shí)超過2%，同時(shí)，下半年隨著疫情得到有效控制，消費(fèi)重啟，供應(yīng)鏈上的約束也會(huì)暫時(shí)推高通脹率。受美聯(lián)儲(chǔ)寬松立場的推動(dòng)，美股上漲，標(biāo)普再次創(chuàng)出新高。

A-share bottomed out and fell slightly on Tuesday. 17 out of 28 sectors rosein with iron and steel, conglomerate and transportation leading the market. Group-holding stocks fell sharply, which was likely due to the redemption of mutual funds that hold these stocks. In HK market 6 out of 12 Hang Seng sectors rose with raw material, property and industrial leading the market. North-bound capital saw net outflow of RMB 2.82 billion. Among it Kweichow Moutai and Weichai Power saw net outflow of RMB 1400 and 900 million respectively. Tuesday might be the day that Kweichow Moutai saw the biggest net outflow of north-bound capital in history. South-bound capital saw net inflow of HK$ 850 million.

What Jamie Dimon said in his annual letter to shareholders? Jamie Dimon, Chairman of JP Morgan said in his 66-page annual letter that he had little doubt that with excess savings, new stimulus savings, huge deficit spending, more QE, a new potential infrastructure bill, a successful vaccine and euphoria around the end of the pandemic, the U.S. economy will likely boom and this boom could easily run into 2023 because all the spending could extend well into 2023. While Dimon called stock market valuations “quite high,” he said a multiyear boom may justify current levels. Conversely, in this boom scenario it’s hard to justify the price of U.S. debt (most people consider the 10-year bond as the key reference point for U.S. debt),” “This is because of two factors: first, the huge supply of debt that needs to be absorbed; and second, the not-unreasonable possibility that an increase in inflation will not be just temporary.” Dimon also discussed that Chinese viewed the US to be on a decline with domestic politics, racial and income inequality. The US was ever faced with a lot of challenges. This time might be different. But he believed that the issues are fixable.

SP500 reached another record high. Fed released FOMC minutes, which showed Fed’s commitment to easing policy. 

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