（原标题：美股前瞻丨苹果冲刺三万亿大关！华尔街大佬警告：远离科技股）
- 苹果盘前涨超1% 今夜有望历史性突破3万亿美元
- 华尔街投资大佬：你可以持有一切 但别碰科技股和加密货币
- 通胀高企吓坏了华尔街！小摩分析师：明年将加息3次，2023年加息4次
- 市场消息：Rivian将宣布在乔治亚州建立电动汽车工厂
- 理想ONE于11月中大型SUV销量排行中位列第一
编辑：OrlyWu、Travis
Editor: OrlyWu, Travis
一、行情回顾
A review of love
12月10日周五美股收高，道指涨216.30点，涨幅为0.60%；纳指涨113.23点，涨幅为0.73%；标普500指数涨44.57点，涨幅为0.95%，创收盘纪录高位。三大股指上周涨幅均超过3.6%。
On Friday, 10 December, the U.S. shares rose by 216.30 points, or 0.60 per cent; the index rose by 113.23 points, or 0.73 per cent; the standard 500 index rose by 44.57 points, or 0.95 per cent, and the revenue collection was recorded as high. All three indicators increased by more than 3.6 per cent last week.
美国11月CPI创1982年7月以来的最大涨幅，核心CPI指数保持在30年的峰值，但均好于投资者的最坏预期。通胀符合预期，美联储将在本周四召开货币政策会议，商讨下一步政策行动。
In November, the United States recorded its largest increase since July 1982, with the core CPI index remaining at its peak of 30 years, but better than investors’ worst expectations. Inflation met expectations, and the Fed will convene a monetary policy conference this Thursday to discuss next policy action.
点击速览上一成交日美股成交额前20只股票
Click on the top 20 shares in the Japanese-American stock exchange at the end of the transaction.
今日美股盘前，三大股指期货普涨。截至北京时间20：50，道指期货涨0.04%，标普500指数期货涨0.20%，纳指期货涨0.40%。
Today, three major shares indicate a rise in futures. By 20:50 Beijing time, futures had risen by 0.04 per cent, futures by 0.20 per cent and futures by 0.40 per cent on the 500 index.
ETF方面，Proshares超级彭博天然气两倍做多ETF $BOIL 涨6.62%，iShares安硕罗素领先200成长型ETF $IWY 涨2.79%。
On the ETF side, Proshares Super Bloomberg made more than twice as much ETF $BOIL & nbsp; by 6.62 per cent, iShares Anselu was ahead of the 200-growth ETF $IWY by 2.79 per cent.
二、当日要闻
超级央行周！美联储领衔近20家央行宣布本年最后一次货币政策决议
Super Central Bank Week! The Fed leads nearly 20 central banks and announces the last monetary policy resolution this year.
美联储、欧洲央行、日本央行和英国央行都将在本周宣布2021年的最后一次货币政策决议，这四大央行所在地区的经济规模约占全球“半壁江山”。同时，瑞士、挪威、墨西哥和俄罗斯等将近16家央行本周也将举行政策会议。
The Federal Reserve, the European Central Bank, the Central Bank of Japan, and the British Central Bank will announce their last monetary policy resolution for 2021 this week, and the economies of the four central banks will be roughly “half of the world’s size.” Meanwhile, nearly 16 central banks – Switzerland, Norway, Mexico, and Russia – will hold policy meetings this week.
TS Lombard宏观研究主管Freya Beamish表示，“现在政策出现差错的可能性要大得多，通胀前景正被疫情的存在所迷惑。”
According to Freya Beamish, TS Lombard macro-research director, “there is a much greater likelihood of policy error now, and the prospect of inflation is bewildered by the existence of the epidemic”.
美国通胀再上一个台阶 肉类价格飙升成拜登心头之痛
U.S. inflation went one more step, and meat prices soared into Biden's heartache.
最新数据显示，美国通胀水平已飙升至近40年来最高，作为美国人传统主食的肉类菜品也难逃波及。
According to the latest data, inflation levels in the United States have soared to their highest levels in nearly 40 years, and meat and vegetable products, which are the traditional staple foods of Americans, have not escaped.
根据美国劳工部周五公布的数据，11月份牛肉价格较上年同期上涨20.9%，猪肉价格上升16.8%，烤肉和培根分别上涨26.4%和21%。
According to data released by the United States Department of Labor on Friday, the prices of beef rose by 20.9 per cent in November compared to the same period in the previous year, the prices of pork rose by 16.8 per cent, and roast and bacon by 26.4 per cent and 21 per cent, respectively.
华尔街大佬：你可以持有一切 但别碰科技股和加密货币
Big Wall Street: You can hold everything, but don't touch the tech stock and the encrypted currency.
机构投资者名人堂成员、理查德·伯恩斯坦顾问公司创始人兼首席执行官理查德·伯恩斯坦一向看涨股市，但其最新投资策略却将华尔街一些最受欢迎的资产排除在外。
Richard Bernstein, a prominent member of the Institutional Investors Council and founder and chief executive officer of Richard Bernstein, has always watched the stock market rise, but his latest investment strategy has excluded some of Wall Street’s most popular assets.
他建议别碰科技股和加密货币这样的“泡沫资产”...“估值非常高”，并推测，比特币可能下跌至多90%。
He suggested not to touch “foam assets” such as technology shares and crypto-currencys... "valued very high" and supposing that bitcoin could fall by up to 90 per cent.
通胀高企吓坏了华尔街！小摩分析师：明年将加息3次，2023年加息4次
"strong" inflation scares Wall Street! Moo analyst: 3 interest hikes next year and 4 interest hikes in 2023 .
11月30日，美联储主席杰罗姆·鲍威尔在国会听证会上表示，“目前，经济非常强劲，通胀也在上升”，应该讨论提前结束购债。
On 30 November, the Federal Reserve Chairman, Jerome Powell, stated at a congressional hearing that “the economy is now very strong and inflation is rising” and that an early end to the purchase of debt should be discussed.
摩根大通资产管理公司首席全球策略师戴维·凯利(David Kelly)在接受采访时表示： “我认为他们现在的计划可能是明年加息三次，2023年加息四次。”
David Kelly, the chief global strategist of Morgan Chase Asset Management, said in an interview: "I think they're planning to raise interest three times next year and four times in 2023."
美国将在本周首轮释放石油储备 1800万桶将流入市场
The United States will release 18 million barrels into the market in the first round this week.
美东时间12月10日，美国能源部表示，将于12月17日从战略石油储备（SPR）中直接出售1800万桶原油，以降低汽油价格。
On 10 December, Eastern United States time, the United States Department of Energy indicated that 18 million barrels of crude oil would be sold directly from the Strategic Petroleum Reserve (SPR) on 17 December to reduce the price of gasoline.
据称美国能源部将从战略石油储备中总共释放5000万桶原油，其中1800万桶已得到国会批准可以直接销售，另外3200万桶属于短期交换，将在未来几个月通过交易所对外释放，并约定等到油价平稳后，于2022年至2024年归还。
It is alleged that the United States Department of Energy will release a total of 50 million barrels of crude oil from strategic oil reserves, 18 million of which have been approved by Congress for direct sale, and 32 million barrels in short-term exchanges, which will be released through the exchange in the coming months, with an agreement to return between 2022 and 2024 until oil prices have stabilized.
龙卷风袭击美国中部致80余人死亡 预计2500万人受灾
A tornado hit the middle of the United States, killing more than 80 people. 25 million people are expected to be affected.
12月11日，美国总统拜登签字批准肯塔基州进入紧急状态。包括肯塔基州、阿肯色州、伊利诺伊州、密苏里州和田纳西州等七个州遭受龙卷风袭击，造成超过80人死亡。
On 11 December, United States President Biden signed a state of emergency in Kentucky. Seven states, including Kentucky, Arkansas, Illinois, Missouri and Tennessee, were hit by a tornado that killed more than 80 people.
这场灾难摧毁了肯塔基州一家蜡烛厂和一个消防站，摧毁了密苏里州的一家养老院，并导致伊利诺伊州的一家亚马逊仓库倒塌。
The disaster destroyed a candle factory and a fire station in Kentucky, destroyed a nursing home in Missouri and led to the collapse of an Amazon warehouse in Illinois.
史上首次！全球ETF资金流入突破万亿美元大关
For the first time in history, global ETF inflows have broken the trillion-dollar mark
据晨星（MorningStar）统计，今年全球ETF资金流入量在11月底首次突破万亿美元大关，远超去年7357亿美元的资金流入额。
According to MorningStar, global ETF inflows crossed the trillion dollar mark for the first time this year at the end of November, well above last year's $735.7 billion.
这波历史性现金大潮的涌入，将全球 ETF 资产总额推至近 9.5 万亿美元的规模，较 2018 年底涨幅超过 100%。
This wave of historic cash surges pushed the global ETF assets to nearly $9.5 trillion in size, an increase of more than 100 per cent over the end of 2018.
阿布扎比主权基金：全球半导体行业规模将有望呈指数级增长
阿布扎比主权财富基金首席执行官穆巴拉克表示：“半导体行业花了50年的时间才发展到5000亿美元的规模。可能需要8到10年的时间才能翻倍。在那之后，这个数字可能在四到五年内还能翻倍。”
The Chief Executive Officer of the Abu Dhabi Sovereign Wealth Fund, Mubarak, said, “It took 50 years for the semiconductor industry to grow to the size of $500 billion. It could take 8 to 10 years to double. After that, the figure could double in four to five years.”
阿布扎比主权财富基金是全球第三大芯片制造商格芯的大股东，格芯是今年美国交易所规模最大的IPO之一。
The Abu Dhabi Sovereign Wealth Fund is the major shareholder of the world's third largest chip manufacturer, the Geline, one of the largest IPOs on the United States Exchange this year.
Omdia最新研报：2026年消费类虚拟现实(VR)市场价值将达160亿美元
Omdia的最新研报《2021-2026年消费类VR头盔和内容收入预测》指出，到2026年，消费类虚拟现实(VR)市场价值将达到160亿美元，比2021年增长148%。该报告深入研究了VR市场，分别对30个国家进行了预测。
The latest study by Omdia, the Consumer Class VR Helmet and Content Income Forecast 2021-2026, indicates that by 2026, the market value of the Consumer Class Virtual Reality (VR) will be $16 billion, or 148 per cent more than in 2021. The report provides an in-depth study of the VR market, with projections for 30 countries.
教育部：加强教育移动互联网应用程序管理
教育部办公厅近日印发通知，对加强教育APP管理推动与“双减”政策衔接提出明确要求。
The Office of the Ministry of Education has recently issued a circular setting out clear requirements for strengthening the linkage between the APP management drive and the “double reduction” policy.
通知指出，在各地教育行政部门完成中小学线上学科类培训机构审批前，暂停中小学线上学科类培训APP的备案工作；已备案的相关教育APP暂时从平台下线。
The circular states that the preparation of APPs for training in subjects on the primary and secondary school lines is suspended until all educational administrations have completed the approval of the respective institutes for training in subjects on the primary and secondary school lines; the related education APPs are temporarily off-line from the platform.
三、知名美股
III. Famous American share
苹果盘前涨超1% 今夜有望历史性突破3万亿美元
It's going to be a historic breakthrough of $3 trillion this night.
截至发稿，苹果盘前涨1.30%。苹果 $AAPL 上周五收盘报179.45美元，总市值为29441亿美元。今日开盘总市值有望历史性突破3万亿美元。
Apple AAPL received $179.45 last Friday, with a total market value of $294.41 billion. The total market value of opening today is expected to be a historic breakthrough of $3 trillion.
此外，据台媒消息，郑州富士康科技园区罕见在进入淡季之际开始招工，显示iPhone 13将迎接农历新年旺季需求，也是为了应对节后产能不足状况。
In addition, according to the media, it is rare for the Fuscon Science and Technology Park in Chengzhou to start hiring on the occasion of the light season, indicating that iPhone 13 will meet the needs of the New Year's season and also to respond to the lack of post-saving capacity.
市场消息：Rivian将宣布在乔治亚州建立电动汽车工厂
知情人士透露，预计Rivian$RIVN 预计最早将于周四宣布在乔治亚州建立一个造车和生产电池的工厂。目前，该公司在乔治亚州的选址还没有最终确定，文件仍有待签署。
According to sources, it is expected that Rivian$RIVN will announce a car-making and battery-making plant in Georgia as early as Thursday. Currently, the company’s location in Georgia has not been finalized, and the document remains to be signed.
木头姐持续抛售，特斯拉在ARKK占比跌破10%
"Strange" keeps selling, and Tesla falls by 10% on the ARKK.
自9月份以来，木头姐一直在抛售特斯拉 $TSLA 的股票，套利以用于购买其他股票，并称这是“投资组合管理”。目前特斯拉在ARKK中所占权重已降至8.29%，在ARKW中所占权重降至9.26%。
Since September, woody sister has been selling Tesla $TSLA shares, arbitrage for the purchase of other stocks, which is called “portfolio management”. Tsla's weight in ARKK has now fallen to 8.29 per cent and in ARKW to 9.26 per cent.
木头姐在上周四重申，预计特斯拉股价长期内将达到3000美元。
Last Thursday, wooden sister reiterated that Tesla's share price was expected to reach $3,000 in the long term.
Lucid、爱彼迎等六只个股将加入纳指100指数，有望跑赢大盘
作为年度调整的一部分，Airbnb $ABNB 、Lucid Group $LCID 、飞塔信息 $FTNT 、Palo Alto Networks $PANW 、Zscaler $ZS 和Datadog $DDOG 将被纳入纳斯达克100指数。
As part of the annual adjustment, Airbnb $AB, Lucid Group $LCID, Flying Tower Information $FTNT, Palo Alto Networks $PANW, Zscaler $ZS and Datadog $DDG will be included in NASDAQ 100 index.
这六家公司将取代CDW Crop $CDW 、福克斯公司 $FOXA 、塞纳 $CERN 、Check Point软件 $CHKP 、携程网 $TCOM 和因塞特医疗 $INCY 。
The six companies will replace the CDW Crop $CDW, Fox $FOXA, Sener $CERN, Check Point software $hKKP, portable network $TCOM and Insett Medical $INCY.
英国反垄断机构：将对微软160亿美元收购微妙通讯的交易展开调查
UK Antimonopoly Agency: an investigation will be launched into Microsoft's $16 billion purchase of sophisticated communications
英国竞争和市场管理局（CMA）周一表示，将调查微软 $MSFT 160亿美元收购人工智能和语音技术公司微妙通讯的交易，正在考虑交易是否会导致英国本土市场竞争减少。
On Monday, the British Competition and Markets Authority (CMA) indicated that it would investigate Microsoft $MSFT $16 billion in transactions to purchase smart and voice technology companies'subtle communications, and was considering whether the transactions would lead to a reduction in competition in the UK's mainland market.
此前，路透社援引知情人士称，该笔交易将无条件获得欧盟的批准。
Prior to that, Reuters quoted sources who claimed that the transaction would be unconditionally approved by the European Union.
台积电回应德国设厂进展：有接触，仍在初期阶段
针对台积电 $TSM 德国设厂议题，台积电企业社会责任委员会主席暨欧亚业务资深副总经理何丽梅今日出席活动面对相关询问时简短指出，有接触、仍在初期阶段，地点也还没定案。何时南京的产能落地是大利好。 In response to the issue of building a plant in Germany, the Chairman of the Commission on Corporate Social Responsibility and Senior Deputy General Manager of Eurasian Operations of the Commission briefly pointed out that contacts were still in the early stages, and that the location had not yet been decided. When Nanjing’s production was good. 辉瑞拟67亿美元收购生物制药公司Arena Pharmaceuticals "Strong" Pfizer proposes $6.7 billion to acquire the biopharmaceutical company Arena Pharmaceuticals 辉瑞 $PFE 计划收购生物制药公司Arena Pharmaceuticals，交易价值为67亿美元。 Pfizer PFE plans to acquire a biopharmaceutical company, Arena Pharmacauticals, with a transaction value of $6.7 billion. 一位高管表示，这项收购将提高辉瑞在炎症和免疫学方面的研究。 One executive said that the acquisition would enhance Pfizer's research on inflammation and immunology. 四、知名中概 > > > > > > > > > > > > > > > >. 理想ONE于11月中大型SUV销量排行中位列第一 Ideas that ONE will be ranked first in mid-November in the middle of the big SUV sales line 12月11日，理想汽车 $LI CEO李想在微博晒出了中汽数据终端零售数据2021年11月中大型SUV销量排行，其中理想ONE以13438辆的成绩排名第一，同比2020年11月增长190.2%。 On December 11, the ideal car, $LI CEO Lee, tried to tannery the SAD retail data in mid-November 2021, with the ideal OE ranking first for 13438 vehicles, an increase of 190.2 per cent over November 2020. 阿里在生鲜电商领域再出手：1亿美元领投T11超市 Ali makes another move in the field of raw power suppliers: $100 million to the T11 Supermarket . 12月13日，生鲜超市T11宣布完成B轮一亿美元融资。本轮融资由阿里巴巴 $BABA 领投，和玉资本和鸿为资本跟投，A轮独家领投的和玉资本本轮继续跟投，汉能投资担任独家财务顾问。 On December 13, Green Market T11 announced the completion of the B round of $100 million financing. This round of financing was led by Alibaba, US$BABA, and the capital of Jade and Hong. 携程退出酒店管理云平台“去呼呼” leaves the hotel management cloud platform “Beep-Blowing” 天眼查APP显示，北京云端翱翔科技有限公司日前发生工商变更，新增股东天津途家投资有限公司，持股100%，携程计算机技术（上海）有限公司退出股东。 According to the APP, a recent business change took place in the Beijing Cloudshow Technology Company Ltd., with the addition of a new shareholder, Tianjin Path Investment Ltd., holding 100 per cent of the shares, and the withdrawal of Portable Computer Technology (Shanghai) Ltd. from the shareholders. 云端翱翔公司成立于2016年10月，旗下产品“去呼呼”（原名：众荟管家）是一家酒店管理云平台。 Cloudshow was established in October 2016 as a hotel platform for cloud management, under the banner of “Gossip Girl” (formerly known as the Butlers). 百济神州：公布百悦泽一线治疗慢性淋巴细胞白血病的研究结果 Province of 百济神州 $BGNE 公告，公司12月11日（美国东部时间）公布了百悦泽?（泽布替尼）治疗对BTK抑制剂不耐受的复发/难治性B细胞恶性肿瘤患者的安全性和有效性的最新临床试验数据。 BGNE announcement, the company published the latest clinical test data on the safety and efficacy of patients with BTK inhibitors who are intolerant to repeat/resistible B-cell malignant tumours on December 11 (East Time, USA). 试验结果表明，百悦泽治疗中，93.8%显示疾病得到持续控制，同时64.1%显示疾病缓解情况得到改善。 The results showed that 93.8 per cent of the treatments in Bliss showed continuous control of the disease, while 64.1 per cent showed an improvement in the reduction of the disease. 五、财经预告 V, financial advance 美股财报 趣店 $QD | 盘前 Fun shop $QD & nbsp; pre-dry 重要经济日程&数据 以上就是今天的美股前瞻，祝投资愉快！ That's what we're looking forward to today. Have a good investment! 风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。 Risks and exemptions: The above represents only the author’s personal position and opinions, and does not represent any of the positions taken by Hua Xin, nor is he able to confirm the authenticity, accuracy and originality of the content. Investors should consider the risks of their investment products in their own context before making any investment decisions. If necessary, consult with a professional investment adviser.
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