According to overseas sources, there are 32 mutations in the spike protein of the new variant of Omicron, which may be able to bypass the new crown vaccine and the immunity gained by infected people. At present, in South Africa, Belgium, Hong Kong and Israel and other places, short-term global epidemic prevention and control has escalated again, everyone still wears a mask when going out, and continues to pay attention to vaccine effectiveness news
【Breakfast today】⭕ Market view: Over the weekend, south Africa's "new crown variant virus" brush screen, the effectiveness of the existing vaccine was questioned. Such as sitting on the needle felt, last Friday the global stock market "avalanche", for us, the biggest confidence is not to engage in collective immunity, overseas epidemic China's manufacturing orders benefited, while the new variant delayed overseas tightening action? Delayed Lido domestic;
Last week, it was mentioned that the birth rate fell below 1% for the first time, and measures such as increasing maternity leave and marriage leave in Shanghai, Zhejiang, Beijing, Hubei and other places to boost fertility and marriage rates.
Shanghai Composite Index, pay attention to the low opening, the strength of the bears, the epidemic has appeared many times, A shares can still withstand the test, that is, pressure, follow-up will also be recovered, while paying attention to the financial troika, the market needs popularity this morning.
【Today's breakfast two】⭕ Theme: South Africa's "new crown variant virus", the market speculation on the increase in infectivity + the effectiveness of existing vaccines, the concept of epidemic prevention and control is noted; the climate center according to the latest SST monitoring data, it is expected that a weak to moderate intensity la Niña event may be formed in winter; last week, in response to the low fertility problem, Shanghai and other places have successively announced policies to encourage fertility, and related concepts continue to look forward to; "Chengdu Metropolitan Area Development Plan" approval; today focus on finance, whether it is overseas impacts, A-share confidence demand, Or the large amount of energy weekly line, all need financial boost, brokers are also near the starting point; other themes: digital currency, pension, industrial mother machine, energy storage, sodium-ion batteries, graphite electrodes, packaging and printing, environmental protection, automobiles, etc
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