Tuesday, January 29, 2019

News For Tomorrow's Market 影响明天市场的新闻

。Apple Inc(AAPL) reported sharp growth in its services business but iPhone sales dipped in the holiday shopping quarter for the first time. Chief Executive Tim Cook said trade tensions between the United States and China were easing.  Apple Q1 GAAP EPS of $4.18 beats by $0.01. Revenue of $84.3B (-4.5% Y/Y) beats by $330M.  AAPL guided Q2 revenue from $55B to $59B (consensus: $58.97B), gross margin from 37% to 38% (consensus: 38%). In after hour trading, AAPL +5.83% to 163.70.

。AMD (AMD) reported Q4 results that met on EPS but missed on revenue with revenue up 6% Y/Y. AMD guided Q1 revenue of $1.2B to $1.3B Vs $1.47B consensus due to graphics softness as the cryptocurrency mining inventory continues to clear out. AMD traded up 8.78% to 20.94.

。Amgen (AMGN): Q4 Non-GAAP EPS of $3.42 beats by $0.15.  Revenue of $6.23B (+7.4% Y/Y) beats by $390M.  2019 guidance: revenues: $21.8B - 22.9B lower then $22.94B consensus estimate; non-GAAP EPS: $13.10 - 14.30 lower than $14.6 consensus estimate. AMGN traded down 2.43% to 187.44.

。eBay (NASDAQ:EBAY): Q4 Non-GAAP EPS of $0.71 beats by $0.03.Revenue of $2.88B (+6.3% Y/Y) beats by $20M. eBay sees Q1 revenue of $2.55B to $2.60B lower than $2.66B consensus and EPS of $0.62 to $0.64 vs. $0.61 consensus. EBAY traded down 0.44% to 33.54.

。U.S. Treasury Secretary Steven Mnuchin said that if China presents enough trade concessions to President Donald Trump, there’s a chance the administration may lift all tariffs. “Everything is on the table,” Mnuchin said early Tuesday during an interview on Fox Business Network. The Treasury chief is set to meet with top Chinese officials in Washington on Wednesday and Thursday alongside U.S. Trade Representative Robert Lighthizer.

。Tomorrow's influential earning reports: Boeing (BA), AT&T (T), McDonald (MCD), Alibaba (BABA), Facebook (FB), Microsoft (MSFT)

。2018 Q4 GDP advance estimate is to be announced tomorrow at 5:30 AM Pacific Time. The consensus estimate is +2.6% down from 3.4% in Q3.

。FOMC policy decision to be announced tomorrow at 11AM Pacific Time. No change to policy is expected. Fed chairman is answer reporter questions at 11:30 AM.



。苹果公司(AAPL)报告其服务业务大幅增长,但iPhone销售则首次在假日购物季度下滑。首席执行官蒂姆库克表示,美国和中国之间的贸易紧张局势正在缓和。苹果 Q1 GAAP每股盈利4.18美元,好于预期0.01美元。营业额为84.3亿美元(同比下降-4.5%),超过预期3.3亿美元。 AAPL指引第二季度收入从55亿美元至59亿美元(市场共识为58.97亿美元),毛利率从37%上升至38%(市场共识为38%)。在盘后交易中,AAPL + 5.83%至163.70。

。AMD(AMD)报告第四季度业绩符合每股收益但营业额同比增长6%,未达预期。由于加密货币采矿库存不断清理,导致图形芯片需求软弱,AMD引导第一季度营业额会在12亿美元至13亿美元之间,低于市场预期的14.4亿美元。 AMD后市交易上涨8.78%至20.94。

。Amgen(AMGN):第四季度非GAAP每股盈利3.42美元,好于预期0.15美元。营业额为62.3亿美元(同比增长7.4%),超过预期3.9亿美元。 2019年指引:营业额:21.8亿美元到22.9亿美元,低于22.94亿美元的预期;非GAAP每股收益:13.10  -  14.30低于市场预期的14.6美元。 AMGN后市交易下跌2.43%至187.44。

。eBay(EBAY):第四季度非GAAP每股收益0.71美元,好于预期0.03美元。营业额28.8亿美元(同比增长6.3%)超过预期2000万美元。 eBay认为第一季度营业额为25.5亿美元至26亿美元,低于市场预期的26.6亿美元,每股收益为0.62美元至0.64美元,而市场预期为0.61美元。 EBAY后市交易下跌0.44%至33.54。

。美国财政部长史努文姆努钦周二早些时候在福克斯商业网络采访时表示,如果中国向唐纳德特朗普总统提供足够的贸易优惠,政府可能会取消所有关税。 “一切都在谈论桌上,”财政部长将于周三和周四与美国贸易代表罗伯特·莱希特(Robert Lighthizer)与中国的高级官员会面。

。明天有影响力的财报有:波音(BA),AT&T(T),麦当劳(MCD),阿里巴巴(BABA),Facebook(FB),微软(MSFT)

。2018第四季度国内生产总值预估将于明天上午5:30太平洋时间公布。市场普遍预期为+2.6%,第三季度GDP为3.4%。

。FOMC政策决定将于明天上午11点太平洋时间公布。预计不会改变政策。美联储主席在上午11:30将回答记者提问。







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