。One month after Russia's Gamelei Institute finished the first experimental vaccine trials on clinical subjects at Moscow's state medical college, Russia has set an international precedent by becoming the first country to register a COVID-19 vaccine with international medical authorities. Russia declared the vaccine "ready for use" and extraordinarily "safe" despite "international skepticism," the Associated Press reported. Putin made the announcement during a "government meeting", where he also revealed that one of his own daughters had participated in the experimental trials. ---ZeroHedge
。The rotation of momentum stocks to value stocks have begun:
Source: Bloomberg
Source: Finviz.com
。For the first time in a generation, America is pushing back on China. On all fronts, President Trump has called a halt to China's aggressive expansion. He's blamed China for the coronavirus. He has condemned the crackdown in Hong Kong. He's sent two aircraft carriers to the Pacific. But most important of all, the president has pushed back hard on China's technology companies. He hasn't just pushed back; he's blocked them, forced them to retreat. On technology, he's playing serious hardball. Huawei is the biggest Chinese tech company. Its name means "Chinese achievement." The president has blocked them from the most valuable markets in the world, including America. That's a slam.TikTok is China's very successful social media platform, and the president has beaten them up . Sell your American operations, he says because in a couple of months, you're banned. That's hardball. It's no surprise that technology is the battlefield. At this moment, America reigns supreme, and the president wants to keep it that way. It's not classic capitalism. It's not free trade. It's not open markets. It's President Trump putting America first. That was his policy in 2016, and it's clearly his policy for the election three months from now.---Fox Business
。U.S. Treasury Secretary Steven Mnuchin on Monday said the Trump administration and Congress could reach a coronavirus aid deal as soon as this week, but Democrats said the two sides have not spoken since talks collapsed last Friday. ---Reuters
。In aggregate, FAAMG EPS grew by 2% year/year in 2Q compared with an aggregate decline of -38% for the other 495 S&P 500 companies: "The FAAMG stocks benefit from secular trends expedited by the coronavirus, such as cloud spending and e -commerce, and continue to capture an increasing share of their respective market." ---ZeroHedge
。Wedbush analyst Daniel Ives hands Apple (NASDAQ:AAPL) another price target increase on iPhone 12 optimism, moving from $475 to the Street-high $515, a 15% upside. Ives cites a "discernible uptick" in forecasts for the forthcoming iPhone models, saying Apple has a "once in a decade" opportunity in the next 12-18 months.The analyst estimates that roughly 350M of the 950M iPhones worldwide are in the upgrade window. Meanwhile, Shell Asset Management reports fund value of $4B as of June 30, 2020. Shell Asset Managment adds position in Microsoft MSFT), Alibaba (BABA), while cuts position in Apple (AAPL), Amazon (AMZN) and Facebook (FB).---Seeking Alpha
。Apple suppliers in Hong Kong and China declined on Monday, after analysts predicted Donald Trump's ban on WeChat could lead to a sharp drop in iPhone shipments, as the American technology giant may have to remove the popular app from its App Store. ---South China Morning Post
。俄罗斯的Gamelei研究所在莫斯科国立医学院完成了第一批针对临床受试者的实验性疫苗试验后一个月，俄罗斯成为第一个向国际医学机构注册COVID-19疫苗的国家，从而树立了国际先例。据美联社报道，尽管面对“国际怀疑”，但俄罗斯仍宣布该疫苗“可立即使用”，而且异常“安全”。普京在“政府会议”上宣布了这一消息，他还透露自己的一个女儿参加了试验性试验。 ---ZeroHedge
。动力股票被抛而买入值股票，板块轮换开始：
Source: Bloomberg
Source: Finviz.com
。美国在一个世代以来第一次抗拒中国。在所有方面，特朗普总统都呼吁停止中国的积极扩张。他将冠状病毒归咎于中国。他谴责了对香港的镇压行动。他已派出两艘航空母舰前往太平洋。但最重要的是，总统对中国的科技公司采取了严厉的措施。他不只是抗拒；他还阻止。他阻止了他们，迫使他们撤退。在科技术方面，他表现得很认真。华为是中国最大的科技公司。它的名字意思是“中国成就”。总统阻止他们进入包括美国在内的世界上最有价值的市场。 TikTok是中国非常成功的社交媒体平台，而总统对他们打压。他说，卖掉你的美国业务，因为几个月后，你将被禁止了。这真是强硬。科技是战场也就不足为奇了。此时此刻，美国占上风，总统希望保持这种状态。这不是经典的资本主义。这不是自由贸易。这不是开放市场。是特朗普总统把美国放在首位。那是他2016年的政策，显然是他从现在起三个月的大选政策。---Fox Business
。财政部长史蒂芬·姆努钦（Steven Mnuchin）周一表示，特朗普政府和国会可能最早在本周达成一项冠状病毒援助协议，但民主党人士表示，自上周五谈判破裂以来，双方均未发表讲话。 ---路透社
。总体而言，FAAMG的EPS在第二季度同比增长了2％，而其他495家标准普尔500指数公司总的下降了-38％：“ FAAMG的股票受益于冠状病毒加速的长期趋势，例如云支出和电子商务，并继续在各自的市场中占据越来越大的份额。” ---ZeroHedge
。Wedbush分析师Daniel Ives星期一将苹果（AAPL）的提高对iPhone 12的乐观态度，股价目标从475美元上调至市场最高的515美元，涨幅为15％。艾夫斯（Ives）指出，即将推出的iPhone机型的预测“明显上升”，称苹果在未来12-18个月内有“十年一次”的机会。分析师估计，全球9.5亿部iPhone中，约有3.5亿台处于升级窗口。同时，Shell资产管理公司报告截至2020年6月30日的基金价值为$ 4B。Shell资产管理公司增加了在Microsoft MSFT，阿里巴巴（BABA）头寸，同时削减了在Apple（AAPL），亚马逊（AMZN）和Facebook（FB）中的头寸。---Seeking Alpha
。分析师预测唐纳德·特朗普（Donald Trump）对微信的禁令可能导致iPhone的出货量急剧下降，因为这家美国科技巨头可能不得不从其应用商店中删除该受欢迎的应用。周一，香港和中国大陆的苹果供应商周一下跌。 ---《南华早报》
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