Thursday, February 14, 2019

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:46 AM : Dow -117S&P 500 -9.61, Nasdaq -9, Russell 2000 -0.40. WTI crude oil -0.43%,Gold -0.27%, US dollar index +0.04%.

。Oversea markets: Shanghai -0.05%, Japan-0.02%, Hong Kong -0.23%, Germany -0.12%, UK +0.36%, France +0.23%.

。Trade talks remain deadlocked as Beijing refuses to eliminate coerced technology transfers or government subsidies to Chinese companies. ---Wall Street Journal

。China's economic-planning agency proposes increasing semiconductor purchases to $200B over six years, a fivefold increase over current exports, to help ease the trade tensions.
---Seeking Alpha

。U.S. retail sales recorded their biggest drop in more than nine years in December as receipts fell across the board, suggesting a sharp slowdown in economic activity at the end of 2018. December Retail Sales -1.2% M/M vs. +0.2% consensus to mark the biggest monthly drop since 2009.

。January Producer Price Index: -0.1% vs. +0.2% consensus, -0.1% previous (revised). +2.0% Y/Y. Core PPI +0.3% vs. +0.2% consensus, -0.1% prior. PPI growth is the slowest since 2017.

。Coca-Cola (KO): Q4 EPS of $0.18 misses by $0.25. Revenue of $7.1B (-5.5% Y/Y) beats by $30M.

。Cisco (CSCO): Q2  EPS of $0.63 misses by $0.02. Revenue of $12.45B (+4.7% Y/Y) beats by $30M.  CSCO board approves a $15B increase to the existing program bringing the total up to $24B. JPMorgan , RBC Capital and Citi raised raised its price target to $60, $58 and $56 respectively.



。太平洋时间上午7:46:道琼斯-117S&P 500 -9.61,纳斯达克-9,罗素2000 -0.40。 WTI原油-0.43%,黄金-0.27%,美元指数+ 0.04%。

。海外市场:上海-0.05%,日本0.02%,香港-0.23%,德国-0.12%,英国+ 0.36%,法国+ 0.23%。

。由于北京拒绝取消强制性技术转让或政府对中国公司的补贴,贸易谈判仍陷入僵局。 - -华尔街日报

。中国经济规划机构建议在六年内将对美国半导体采购量增加到200亿美元,比目前的出口增加五倍,以帮助缓解贸易紧张局势。---Seeking Alpha

。12月份美国零售销售录得超过9年来最大降幅,收入全面下滑,表明2018年底经济活动大幅放缓。12月零售销售月比下跌1.2%,市场预期为+ 0.2%是自2009年以来最大单月跌幅。

。1月生产者价格指数为-0.1%对比+ 0.2%的共识,12月为-0.1%(经修订),同比 + 2.0%。核心PPI + 0.3%对比+ 0.2%的共识,12月为-0.1%之前。 PPI增长是2017年以来最慢。

。可口可乐(KO)每股盈利0.18美元小于预期0.25美元。营业额为71亿美元(同比下降-5.5%),超过预期3000万美元。

。思科(CSCO)每股盈利0.63美元的低于预期0.02美元。营业额12.45亿美元(同比增长4.7%)超过预期3000万美元。 CSCO董事会批准在现有计划的基础上增加15亿美元股票回购到总额高达24亿美元。摩根大通,RBC Capital和花旗集团将其目标价格分别上调至60美元,58美元和56美元。

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