Black Friday hits consumer stocks, ready to start blogging Apple and Amazon to celebrate Christmas ｜ Finance ｜ Newspaper ｜ 20201122

[Navigazione per gli investimenti]After the outbreak, the second quarter of this year saw a strong recovery, technology and internet stocks were in a frenzy in the third quarter and traditional stocks rose in the fourth quarter. The Dow was up nearly 30,000 points. Recently, the good news for the remainder of this year will surely outweigh the bad news, and even if the number of confirmed diagnoses increases, it will be offset by advances in vaccine development. The outlook for economic recovery is soon reflected on the stock market: before the end of the year, the three main stocks, stocks of pneumonia drugs, stocks of Black Friday and stocks of new products will make the final sprint.

Pfizer has partnered with the BioNTech and Moderna portfolio to announce that the vaccine efficacy has reached over 90%. Pfizer was up to 15.34%, BioNTech was up to 24.73%, and Moderna was up 19.14%. On the same day that CEO Bula announced the success of the vaccine trial, he made a whopping profit of nearly $ 5.6 million in shipments, which must have accelerated the pace of management of other companies.

According to WHO data, many pharmaceutical companies have entered the third phase of clinical trials, including AstraZeneca and Novavax in collaboration with the University of Oxford; the former suspended vaccine trials in September due to unexplained side effects. Her studies in the UK continued and her studies in the United States were then suspended. The latest announcement is expected to have results at the end of the year, and more than one million vaccines are expected to be provided in January 2021. The Novavax vaccine is different from Pfizer and Moderna’s cryopreservation mRNA. It is protein based. Like the AstraZeneca and Johnson & Johnson vaccines, the Novavax vaccine does not require cryopreservation during childbirth, making it available to developing countries such as India and Africa.

The epidemic accelerates the development of online shopping

In addition, US retail sales data in October rose 0.3% after adjusting, which was slower than the 1.6% growth in September, possibly due to the wait for Black Friday. (November 27) and special Christmas offers. Traditional stocks began after the vaccine was announced. Macy’s department store has a large traditional content. Although online sales accounted for 54% of its revenue last quarter, it was only due to the impact of the outbreak on store revenue during the period. Once the vaccine was released, it would be in the short term to return to shopping. It is larger than other stocks and its debt-to-GDP ratio is 56%, which is higher than other department store stocks and has a higher degree of risk and becomes more stimulating than vaccines. The stock price peaked at $ 9.26, which is still some distance from the high of $ 18 earlier in the year.

However, the biggest beneficiaries of Black Friday and other sales seasons are online purchases, such as Amazon and Shopify. The share prices of the two have been rampant recently. Black Friday sales data will become the key to short-term stock price breakthroughs.

While 2020 is not a good year, major manufacturers have voted for their confidence in the future. At the end of the year, there will be a wave of new products, including iPad Air 4, iPhone 12, new MacBook, Ryzen 5000 processor, RTX 30 series graphics card, Radeon, PS5 AND XBox game console and so on.

Apple has announced that the new MacBook version uses the self-developed M1 chip and the iPhone 12 uses 5G. Also, due to the epidemic situation, iPhone sales will be higher next year. The share price performance after each iPhone announcement was higher than the previous wave. Gun power.

Chip makers have also launched new products, such as AMD’s new Ryzen processor and Radeon graphics card; it is worth mentioning that both PS5 and XBox use ultra-micro chips, which will also contribute to their sales.

Another video card maker, Nvidia, announced its third quarter results: Earnings rose 57% year-on-year to $ 4.73 billion and earnings per share increased 46%. The GeForce RTX 30 series of graphics cards was launched and the offering was lacking until 2021.

The epidemic has resulted in a sharp increase in the aforementioned inventories this year and new products will also support the trend in the coming quarters. At the end of the year, in line with the sales expectations of Black Friday and Christmas, the announcement of further data will increase the stock price.