Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 8:22AM : Dow+118 S&P 500 +21, Nasdaq +21, Russell 2000 +1. WTI crude oil +2.28%，Gold+0.19%， US dollar index +0.35%.

。Oversea markets: Shanghai +1.84%, Japan+1.34%, Hong Kong +1.16%, Germany +0.64%, UK +0.92%, France +0.64%.

。U.S. Treasury Secretary Steven Mnuchin said trade talks with China went well on Wednesday, as the world’s two largest economies try to iron out an agreement to resolve their dispute.
---Reuters

。Report cites sources close to the matter, said Xi "is scheduled to meet" with key members of the U.S. trade delegation that is currently in Beijing. Chinese Vice Premier Liu He is also expected to attend a banquet for the U.S. delegation later this week, according to the South China Morning Post. ---CNBC

。January Consumer Price Index: flat% M/M vs. +0.1% consensus, -0.1% prior.Core CPI +0.2% M/M in-line with consensus, +0.2% prior. Core CPI +2.2% Y/Y in-line with consensus, +2.2% prior. ---Seeking Alpha

。The American Petroleum Institute reportedly shows a draw of 998K barrels of oil for the week ending Feb. 8, vs. a build of 2.51M barrels in the previous week. EIA Petroleum Inventories: Crude +3.6M barrels vs. +2.7M consensus, +1.3M last week. ---Seeking Alpha

。According to Bloomberg, Europe has indeed emerged as the world's weakest link, and perhaps more so than the outcome of the US-China trade war, "it is Europe that increasingly looks like the biggest threat to global growth." ---Zero Hedge

。Ford has said a no-deal Brexit would be catastrophic for the firm's manufacturing operations in the UK and that it would do "whatever is necessary" to protect its business. "Such a situation would be catastrophic for the UK auto industry and Ford's manufacturing operations in the country," the company said in a statement. The company is the latest carmaker to warn on the risks of a no-deal Brexit. ---Reuters

。KeyBanc analyst Weston Twigg writes that memory supply models suggest DRAM and NAND pricing will stabilize in the second half of 2019 due to impending shortages. Twigg says the stabilizing NAND and tightening supply are positive for Micron (NASDAQ:MU), Western Digital (WDC +2.1%), and Silicon Motion (SIMO +0.1%). Buyers will likely rush to refill supplies as inventories dwindle to get in before a price hike.
---Seeking Alpha



。太平洋时间上午8:22：道琼斯指数+ 118标准普尔500指数+21，纳斯达克指数+21，罗素2000 + 1。 WTI原油+ 2.28％，黄金+ 0.19％，美元指数+ 0.35％。

。海外市场：上海+ 1.84％，日本+ 1.34％，香港+ 1.16％，德国+ 0.64％，英国+ 0.92％，法国+ 0.64％。

。美国财政部长史努夫姆努钦周三表示，与中国的贸易谈判进展顺利，世界上两个最大的经济体试图达成一项解决争端的协议。---Reuters

。报道援引知情人士称，习近平“计划与目前在北京的美国贸易代表团的主要成员会面”。据“南华早报”报道，中国国务院副总理刘鹤本周晚些时候也将出席美国代表团的宴会。 --- CNBC

。1月消费者价格指数：环比持平，预期为+ 0.1％，12月为-0.1％。核心CPI 环比+ 0.2％符合预期，12月为+ 0.2％。核心CPI 比去年同期+ 2.2％，符合预期，上月为+ 2.2％之前。 ---Seeking Alpha

。据报道，截至2月8日的一周，美国石油协会API显示储藏量减小998,000桶，前一周为增加2.51亿桶。EIA评估石油库存增加360万桶，预期为增加增加270万桶，上周增加130万桶。 ---SeekingAlpha

。据彭博社报道，欧洲经济确实已成为世界上最薄弱的环节，也许比美中贸易战的结果更为严重，“欧洲越来越像是对全球增长的最大威胁。” --- Zero Hedge

。福特表示，对于该公司在英国的制造业务而言，一项无协议的英国脱欧将是灾难性的，并且它将采取“一切必要的”来保护其业务。该公司在一份声明中表示 “这种情况对于英国汽车业和福特在该国的制造业务来说将是灾难性的”。该公司是最新继其他的汽车制造商警告无协议脱欧的风险。 ---路透社

。KeyBanc分析师Weston Twigg写道，由于即将出现短缺，内存供应模型表明DRAM和NAND定价将在2019年下半年稳定下来。 Twigg表示稳定的NAND和紧缩供应对美光（MU），Western Digital（WDC）和Silicon Motion（SIMO ）都有利。买家可能会急于补充供应，因为库存在价格上涨之前会减少。---Seeking Alpha