Market Rally

CNBC- The stock market rally is not connected to reality, India stock exchange chief warns

经济很差，但是纳指屡创新高，似乎不太正常，又或者是一种新常态。昨晚苹果股票已经创历史新高。

The Nasdaq has risen over 22% year-to-date, even as U.S. GDP collapsed in the first and second quarters amid the coronavirus shutdown. The outperformance of tech against a backdrop of dire economic data has even prompted fears that a correction could be coming.

“This is largely liquidity driven,” he added. Vikram Limaye said "At another level, in many markets, the index is not really an indicator of the broader market," "These indeices are largely driven by a handful ofstocks that have done exceedingly well."

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CNBC-'The death toll  would be enormous,' Fauci says of herd immunity to coronavirus in the U.S.

"And that's the reason why we're against saying 'Let it fly! Let everybody get infected and we'll be fine.' That's a bad idea," Fauci said.

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CNBC在8月12日由Yen Nee Lee写的一片世界经济报道（WORLD ECONOMY）的报道（3 charts show China is far from meeting its 'phase one' trade commitment to the U.S.），应该是主要援引PIIE（Peterson Institute for International Economics）在8月5日发表的统计图片分析（US-China phase one tracker: China's purchases of US goods）。该文除了有图，还把统计的数据的excel文件也提供出来了。

PIIE还有一片文章（PIIE BLOGS China Economic Watch）是分析中美金融脱钩：Despite the rhetoric, US-China financial decoupling is not happening.

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PayPal CEO: Nearly every industry is shifting from physical to digital payments

在线支付平台PayPal上个季度录得营收暴涨（surge）22%，腾讯第二季度应收1148.83亿元，同比增长29%，是其首个营收超过1100亿元的季度，利润331.07亿元，同比增长37%。

最近的互联网相关公司的靓丽业绩，也点燃了美国纳斯达克的行情。2003年的非典成就了阿里巴巴，2020年新冠触发了新一轮的全球互联网转型。所以，纳指的上涨也不完全是泡沫，也是新的一种预期。

PayPal的CEO说：“What I think what's happened is the world has accelerated from physical to digital across almost every industry,” he said in a "Mad Money" interview.

就连IT行业中的传统公司联想也因为疫情获益：新冠肺炎疫情催生了居家办公和远程学习的强劲需求，杨元庆13日表示2019年全球个人电脑出货量2.6亿台，预计今年将达3亿台。联想截至6月30日的20/21财年第一财季业绩，营业额到946亿元，增长6.7%，净利润达到15亿元，同比增长31%。

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