標普500,漲2.14%;納斯達克100指數,漲2.70%;道瓊斯工業指數,漲2.06%。 聯邦研究機構官員表示,由于經濟增長緩慢和貿易緊張局勢,美聯儲可能會降息,美國股市反彈。
S&P500, up 2.14%; Nasdaq 100, up 2.70%; Dow Jones Industrial Average, up 2.06%. US stocks rebounded after a Federal Researve official suggested a rate cut could be possible in response to slow economic growth and trade tensions.
頭條 Major News
AAPL,蘋果公司,漲 3.66%。FB,臉書,漲2.05%。GOOG,谷歌,漲1.62%。AMZN,亞馬遜,漲2.18%。美國司法部正在考慮對科技巨頭進行反壟斷調查。 然而金融分析師們堅持認爲投資者在可預見的未來幾乎不用擔心。
AAPL, Apple Inc, up 3.66%. FB, Facebook, up 2.04%. GOOG, Alphabet Inc, up 1.62%. AMZN, Amazon.com Inc, up 2.18%%. TWTR, Twitter Inc, down 5.52%. The US Departnment of Justics mulls an antitrust probe into into technology giants like Google and Facebook Inc, yet financial analysts insist investors have little to worry about for the foreseeable future.
AMD,AMD公司,漲7.22%。AMD將其圖形設計授權給三星電子公司,以用于智能手機和平板電腦。這將其技術帶入一個新市場,並加大其與三星這個世界上最大的智能手機制造商的産品區分度。
AMD, Advanced Micro Devices, up 7.22%. AMD will license its graphics designs to Samsung Electronics Co. for use in smartphones and tablets, taking its technology into a new market and helping differentiate products from the world’s biggest smartphone maker.
NXPI,恩智浦半導體,漲5.58%。宣布推出第一款采用碳化硅上的氮化镓設計用于射頻能量的射頻功率變換器。
NXPI, NXP Semiconductors N.V, up 5.58%. Announced the first RF power transitor designed for RF energy using Gallium Nitride on Silicon-Carbide.
UBER,優步,漲3.64%。幫助優步上市的銀行對優步的評級行爲周二解禁,十二位賣方分析師周二發布了對優步的買入建議。
UBER, Uber Technologies, up 3.64%. More than a dozen sell-side analysts issued Buy recommendations Tuesday for Uber as the waiting period on rating the stock expired for banks that worked on its recent IPO.
CRM,Salesforce.com股份有限公司, 漲3.94%。報告稱其季度收入增長24%,因爲該公司爲其旗艦Sales Cloud業務增加了更多客戶。每股盈利從一年前的46美分上升至49美分。該公司是雲服務軟件提供商。
CRM, Salesforce.com Inc, up 3.94%. Reported a 24% rise in quarterly revenue, as the company added more customers to its flagship Sales Cloud business. EPS rose to 49 cents from 46 cents a year earlier. Salesforce is a cloud software provider.
GM,通用汽車,漲6.02%。FCAU,菲亞特克萊斯勒汽車公司,漲3.98%。由于墨西哥預見到避免美國關稅的強大機會,汽車股大幅上漲。墨西哥外交部長認爲,避免美國對該國出口征收關稅的可能性爲80%。
GM, General Motors Company, up 6.02%. FCAU, Fiat Chrysler Automobiles N.V., up 3.98%. Auto stocks jumped as Mexico foresaw a strong chance of avoiding US tariffs. Mexico’s Foreign Minister sees 80% odds of avoiding US tariffs on the nation’s exports.
TSLA,特斯拉,漲8.17%。摩根士丹利重申了對特斯拉與大市平級的評級和並將目標價定在230美元。
TSLA, Tesla, up 8.17%. Morgan Stanley reiterated an equal-weight rating and a $230 price target.
NFLX,奈飛,漲4.98%。在Loop Capital將奈飛從持有上調至買入,同時宣布每股425美元的目標價後,奈飛股價上漲。
NFLX, NetFlix, up 4.98%. Stock rose after Loop Capital upgraded NetFlix to buy from hold while issuing a price target of $425 per share. The price target represents a 26% upside from the stock’s Monday closing price.
BOX,Box公司,跌4.18%。該公司將其全年收入預測下調至6.88億美元–6.92億美元,低于分析師平均的7.021億美元。該公司運營內容共享平台,使用戶能夠共享,訪問和管理雲中的內容,以及提供移動訪問,文件存儲和在線協作解決方案。
BOX, Box Inc, down 4.18%. The company cut its full-year revenue forecast to $688 million – $692 million, worse than analysts average $702.1 million. The company operates a content sharing platform that enables users to share, access, and manage content in the cloud, as well as provide mobile access, file storage, and online collaboration solutions.
NAV, Navistar國際公司,漲9.20%。此商用和軍用卡車和柴油發動機的制造商報告第二季度財報和收入超出預期,並提升了其全年展望。
NAV, Navistar International Corporation, up 9.20%. The maker of commercial and military trucks and diesel engines reported fiscal 2nd-quarter earnings and revenue that rose above expectations, and lifted its full-year outlook.
CLR,大陸資源公司,漲14.91%。此石油生産商開始支付股息並實施了10億美元的股票回購計劃。
CLR, Continental Resources, up 14.91%. The oil producer initiated paying a dividend and implemented a $1 billion stock repurchase program.
交易量異動 Unusual Volume
BYND,超越肉食,漲7.54%。超越肉食是今年表現最佳的美國IPO,比其25美元的IPO價格上漲近300%。
BYND, Beyond Meat, up 7.54%. Beyond Meat has been the best-performing US IPO this year, up almost 300% from its IPO price of $25.
BAC,美國銀行,漲4.65%。
BAC, Bank of America Corporation, up 4.65%
MT,安塞樂米塔爾,漲5.25%。公司最近宣布將采取額外措施調整其歐洲生産水平。此舉將使公司能夠將其生産與當前的市場需求保持一致。該公司在歐洲,北美和南美,亞洲和非洲擁有並經營鋼鐵制造和采礦設施。
MT, ArcelorMittal, up 5.25%. Recently announced that it will undertake additional steps for adjusting its European production levels. The move will enable the company to align its production to the present market demand. The Company owns and operates steel manufacturing and mining facilities in Europe, North and South America, Asia and Africa.
CLF,克利夫蘭克利夫斯公司,漲7.02%。該公司是位于密歇根州和明尼蘇達州的礦山和顆粒工廠的北美鋼鐵工業的鐵礦石顆粒供應商。
CLF, Cleveland-Cliffs Inc, up 7.02%. The Company is a supplier of iron ore pellets to the North American steel industry from its mines and pellet plants located in Michigan and Minnesota.
COUP,Coupa軟件,漲9.70%。這家商業費用管理軟件制造商報告稱,第一財季的盈利超過了分析師的預期。
COUP, Coupa Software Incorporated, up 9.70%. The business expense-managment software maker reported fiscal 1st-quarter earnings beat analysts’ forecasts.
MRTX,Mirati治療公司,漲9.90%。續漲。因Amgen的正面研究數據大漲。該公司是一家有針對性的腫瘤學公司,爲精確定義的患者群體開發治療藥物。
MRTX Mirati Therapeutics, up 9.90%. Continue uptrend. Mirati, which is developing its own treatment, surged on Amgen’s news. The company is a targeted oncology company developing a pipeline of therapeutics for precisely defined patient populations.
QURE,uniQure N.V.,漲9.44%。Uniqure NV是一家位于荷蘭的基因治療公司。
QURE, uniQure N.V. , up 9.44%. Uniqure NV is a gene therapy company based in the Netherlands.
BKNG,Booking控股公司,漲5.85%。高盛將這家在線旅遊巨頭列爲12只在美國貿易戰中可能賽過大盤的股票中的一只。
BKNG, Booking Holdings Inc, up 5.85%. Shares climbed after Goldman Sachs listed the online travel giant as one of 12 stocks likely to outperform the rest of the market in the face of mounting US trade wars.
MAT,美泰公司,漲11.71%。該玩具制造商與Hello Kitty産品簽訂了許可協議。與Sanrio的協議將使Mattel能夠生産Hello Kitty玩具,玩偶,遊戲裝置,遊戲,拼圖,嬰兒用品,車輛和其他産品。
MAT, Mattel Inc, up 11.71%. The toy maker landed a licensing deal for Hello Kitty products. The agreement with Sanrio will allow Mattel to produce Hello Kitty toys, dolls, playsets, games, puzzles, baby gear, plus, vehicles and other products.
HAS,孩之寶公司,漲6.15%。該玩具制造商簽訂協議,授權Wicked Cool Toys接管20世紀80年代和90年代最受歡迎的玩具生産線之一的Micro Machines。
HAS, Hasbro Inc, up 6.15%. The toy maker entered into an agreement to appoint Wicked Cool Toys as global master toy licensee for one of the hottest toy lines of the 1980s and 1990s, Micro Machines.
SAFE, Safehold公司,漲12.33%。該公司主要收購,擁有,管理,融資和資本化地面淨租賃(GNL)。
SAFE, Safehold Inc, up 12.33%. The company is primarily to acquire, own, manage, finance and capitalize ground net leases (GNLs).
TTD,The Trade Desk Inc,漲12.91%。該公司提供自助服務平台,使客戶能夠購買和管理各種廣告格式的數字廣告活動,包括顯示,視頻和社交,以及一系列設備,包括計算機,移動設備和連接電視。
TTD, The Trade Desk Inc, up 12.91%. The Company provides a self-service platform that enables clients to purchase and manage digital advertising campaigns across various advertising formats, including display, video and social, and on a range of devices, including computers, mobile devices and connected television.
ACB,極光大麻公司,漲9.92%。該公司是加拿大的醫用大麻公司。
ACB, Aurora Cannabis Inc, up 9.92%. the Canadian company manages two operating segments plus Corporate: Medical Cannabis, Horizontally Integrated Businesses and Other.
CGC,Canopy Growth公司,漲5.86%。該公司在加拿大醫療市場從事合法大麻的生産和銷售業務
CGC, Canopy Growth Coropration, up 5.86%. The Company is engaged in the business of producing and selling legal marijuana in the Canadian medical market
GH,Guardant健康公司,漲9.08%。該公司致力于通過血液測試,數據集和分析來幫助征服癌症
GH, Guardant Health Inc, up 9.08%. The Company is focused on helping conquer cancer through use of its blood tests, data sets and analytics.
ATI,阿勒格尼技術公司,漲7.56%。宣布已達成最終協議,將其鑄造産品業務出售給Consolidated Precision Products Corp (CPP). CPP經營16家全球設施制造産品,主要面向航空航天,國防和工業行業,並且是全球領先的私募股權公司Warburg Pincus的投資組合公司。 ATI鑄造産品業務部門是高性能材料和部件部門的一部分。它生産钛合金鑄件,主要用于航空航天和國防原始設備制造商生産商用噴氣式飛機機身和發動機。
ATI, Allegheny Technologies, up 7.56%. Announced it has reached a definitive agreement to sell its Cast Products business to Consolidated Precision Products Corp. CPP operates 16 global facilities manufacturing products primarily for the aerospace, defense and industrial industries and is a portfolio company of Warburg Pincus, a leading global private equity firm. The ATI Cast Products business unit is part of the High Performance Materials & Components segment. It produces titanium investment castings that are primarily used by aerospace & defense OEMs in the production of commercial jet airframes and engines.
OLN,奧林公司,漲7.26%。奧林公司是化學産品和彈藥的制造商和分銷商。
OLN, Olin Corp, up 7.26%. Olin Corporation is a manufacturer and distributor of chemical products, and ammunition.
XRX,施樂公司,漲7.49%。HPQ, 惠普,漲3.91%。惠普和施樂公司宣布擴大公司的業務關系。施樂公司將從惠普采購某些A4和入門級A3産品,其中大部分采用施樂公司屢獲殊榮的ConnectKey控制器軟件,施樂公司將爲惠普提供這些産品和其他産品的碳粉。
XRX, Xeros Corp, up 7.49%. HPQ, HP, up 3.91%. HP and Xerox announced an expansion of the companys’ business relationship. Xerox will source from HP certain A4 and entry-level A3 products with the majority running on Xerox’s award-winning ConnectKey controller software, and Xerox will supply toner to HP for these and other products.
WHR,惠而浦公司,漲7.26%。該公司是家用電器的制造商和營銷商。WHR, Whirlpool Corp, up 7.26%. The company is a manufacturer and marketer of home appliances.
WRK,西石公司,漲7.10%. 西石公司是一家爲消費和瓦楞包裝市場提供紙張和包裝解決方案的跨國供應商。
WRK, WestRock Company, up 7.10%. The Company is a multinational provider of paper and packaging solutions for consumer and corrugated packaging markets.
SNAP,Snap Inc,漲10.78%。公司的旗艦産品Snapchat是一款相機應用程序,可幫助人們通過簡短的視頻和稱爲Snap的圖像軟件進行交流。
SNAP, Snap Inc, up 10.78%. The Company’s flagship product, Snapchat, is a camera application that helps people to communicate through short videos and images known as a Snap.
WYNN,永利度假村,漲8.98%. 永利是賭場和度假村的開發商,所有者和運營商,集住宿和一系列設施于一體,包括餐飲店,零售店,娛樂劇院和會議中心。
WYNN, Wynn Resorts Limited, up 8.98%. Wynn Resorts is a developer, owner and operator of destination casino resorts that integrate accommodations and a range of amenities, including dining outlets, retail offerings, entertainment theaters and meeting complexes.
MGM,米高梅國際酒店集團,漲7.42%。該公司在美國和澳門擁有並經營綜合賭場,酒店和娛樂度假村。
MGM, MGM Resorts, up 7.42%. The company owns and operates integrated casino, hotel, and entertainment resorts in the United States and Macau.
LVS, 拉斯維加斯金沙,漲5.06%。此公司在亞洲和美國開發,擁有和經營綜合度假村和賭場。
LVS, Las Vegas Sands Corp, up 5.06%. The Corp develops, owns, and operates integrated resorts in Asia and the United States.
PAGS,PagSeguro數碼,漲7.20%。該公司爲巴西和國際上的微商,中小企業提供金融技術解決方案和服務。
PAGS, PagSeguro Digital Ltd, up 7.20%. The Company provides financial technology solutions and services for micro-merchants, and small and medium-sized businesses in Brazil and internationally.
AAL,美國航空,漲7.06%。美國航空董事長兼首席執行官以平均每股28.09美元的價格購買了50,000股美國航空股票。
AAL, American Airlines Group, up 7.06%. Chairman and CEO of AAL bought 50,000 shares of AAL at an average price of $28.09 per share.
NVDA,英偉達,漲6.89%。英偉達是一家全球視覺計算公司。它業務分爲兩部分,GPU和Tegra處理器。
NVDA, Nvidia Corp, up 6.89%. NVIDIA Corporation operates as a visual computing company worldwide. It operates in two segments, GPU and Tegra Processor.
ADI,美國模擬器件公司,漲5.10%。該公司設計,制造和銷售利用模擬,混合信號和數字信號處理技術的集成電路(IC),算法,軟件和子系統。
ADI, Analog Devices Inc, up 5.10%. The company designs, manufactures, and markets integrated circuits (ICs), algorithms, software, and subsystems that leverage analog, mixed-signal, and digital signal processing technologies.
MU,美光,漲5.51%。該公司在全球範圍內制造和銷售存儲器和存儲解決方案。
MU, Micro Technology Inc, up 5.51%. The company manufactures and sells memory and storage solutions worldwide.
LYB,利安德巴塞爾工業公司,漲5.61%。這家石化巨頭表示已終止與巴西石化生産商Braskem SA控股股東收購該公司的談判。該公司生産塑料,化學和燃料産品。
LYB, LyondellBasell Industry N.V., up 5.61%. This petrochemical giant said it had ended talks with Brazil’s petrochemical producer Braskem SA’s controlling shareholder to acquire the company. The company manufactures plastic, chemical, and fuel products.
中概股 US Listed Chinese stocks.
CO,全球臍帶血公司,漲8.90%。該公司是中國領先的臍帶血采集,實驗室檢測,造血幹細胞處理和幹細胞儲存服務提供商,今天宣布已收到新加坡證券交易所主板上市公司Cordlife Group的非約束性建議書。Cordlife建議通過法定合並將Cordlife與該公司的業務合並。
CO, Global Cord Blood Corporation, up 8.90%. The Company, China’s leading provider of cord blood collection, laboratory testing, hematopoietic stem cell processing and stem cell storage services, today announced that it has received a non-binding proposal letter from Cordlife Group, a company listed on the Mainboard of the Singapore Exchange Security Trading Limited, pursuant to which Cordlife proposes to combine the business of Cordlife and the Company, by way of a statutory merger.
MOMO,陌陌,漲7.97%。2019年Q1營收37.23億元,同比增長25%,高于市場預期的35.76億元。
MOMO, Momo Inc, up 7.97%. In 2019, Q1 revenue was 3.723 billion yuan, a year-on-year increase of 25%, higher than the market expectation of 3.576 billion yuan. The Company operates Momo, a mobile-based social networking platform
LK,瑞幸咖啡,跌4.07%。超漲回落。該公司提供非酒精飲料。它提供各種類型的咖啡,並爲中國的客戶提供服務。
LK, Luckin Coffee, down 4.07%. Investors took profit after continuous price jump. The company privides non-alcoholic beverage. It offers various types of coffee and serves customers in China.
HUYA,虎牙,漲7.56%。虎牙直播公布截至2019年3月31日第一季度的財務報告。第一季度總營收同比增長93.4%至16.315億元 (2.431億美元),2018年同期爲8.436億元。非美國通用會計准則下,歸屬于虎牙的淨利潤爲1.313億元,2018年同期爲6760萬元,同比增長94.1%,已連續六個季度盈利。
HUYA, HUYA Inc, up 7.56%. Huya, a Chinese Live Stream company, announced the financial report for the first quarter ended March 31, 2019. Total revenue for the first quarter increased by 93.4% year-on-year to 1,631.5 million yuan ($243.1 million), compared with $843.6 million in the same period in 2018. Under non-GAAP, net profit attributable to Huya was 131.3 million yuan, compared with 67.6 million yuan in the same period in 2018, an increase of 94.1% year-on-year, and has been profitable for six consecutive quarters.
BZUN,寶尊電商,漲7.40%。寶尊專注提供以品牌電子商務爲核心的一站式商業解決方案,涉及店鋪運營、數字營銷、IT解決方案、倉儲配送、客戶服務等5大內容。
BZUN, Baozun Inc, up 7.40%. Baozun Inc. is a brand e-commerce solutions company in China.
指數基金異動 Unusual ETF Movements
EWZ,iShares安碩MSCI巴西ETF,漲1.43%
EWZ, iShares MSCI Brazil ETF, up 1.43%
USO,美國石油基金有限合夥企業,漲1.55%。
USO, United States Oil Fund, up 1.55%
XOP,SPDR標普油氣勘探與生産ETF,漲2.59%。
XOP, SPDR S&P Oil & Gas Exploration & Production ETF, up 2.59%.
XLB,材料精選行業SPDR基金,漲2.81%。
XLB, Material Select Sector SPDR Fund, up 2.81%.
SMH,VanEck Vectors半導體ETF,漲4.10%
SMH, VanEck Vectors Semiconductor ETF, up 4.10%.