Thursday, March 14, 2019

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:57AM : Dow -12.90 S&P 500 -1.92, Nasdaq -6.97, Russell 2000 -3.68, WTI crude oil +0.70%,Gold-1.12%, US dollar index+0.25%.

。Oversea markets: Shanghai -1.20%, Japan-0.02%, Hong Kong+0.15%, Germany+0.18%, UK +0.46%, France+0.63%.

。Weak sectors:GDX,SLV, XRT, GLD, SOCL, IYM  Strong sectors: XLF, XLE, USO

。 January New Home Sales: 607K vs. 612K expected, 652K prior (revised from 621K). Initial Jobless Claims +6K to 229K vs. +225K consensus, 223K prior (unrevised). Continuous Claims: +18K to 1.776M vs. 1.775M consensus, 1.758M prior (unrevised). ---Seeking alpha

。The British pound gains 1.4% after the U.K. Parliament rejects no-deal Brexit with a 312-308 vote. U.K. Prime Minister Theresa May plans to seek to extend Brexit by about two months, Bloomberg reports, citing people familiar with the matter. That is set for debate in Parliament on Thursday. ---Seeking Alpha

。U.S. President Donald Trump said on Wednesday he was in no rush to complete a trade pact with China and insisted that any deal include protection for intellectual property, a major sticking point between the two sides during months of negotiations. ---Reuters

。After January's record surge, February saw China's credit growth unexpectedly collapse prompting notable downgrades in expectations for tonight's macro data bonanza. Chinese central bank reported that in February, aggregate financing increased by a paltry 703 billion yuan, roughly half the expected 1.3 trillion。---ZeroHedge

。United States joined other nations in grounding Boeing’s (BA) 737 MAX jets. The U.S. Federal Aviation Administration cited new satellite data and evidence from the scene of Sunday’s crash, the second disaster involving the 737 MAX in less than five months. BA -0.72%---Reuters

。Spotify has filed a complaint with EU antitrust regulators against Apple (AAPL), saying the iPhone maker unfairly limits rivals to its own Apple Music streaming service. ---Reuters

。Cowen starts Apple (AAPL) at Outperform with a $220 price target, implying a 21% upside.The firm sees the Services business as a long-term theme that can double EPS contributions to $6 by FY21 while increasing recurring revenue drives a higher multiple. AAPL +0.72%---Seeking alpha

。Database company MongoDB (MDB)reported better-than-expected fourth-quarter earnings. Beating on the top and bottom lines, the company reported an a loss of 17 cents per share, beating Refinitiv estimates by 21 cents. MongoDB earned $85.5 million in revenue, topping estimates of $74 million. MongoDB gave strong next-quarter and full year 2020 guidance. MDB +25.50% ---CNBC

。Tailored Brands (TLRD) reported mixed fourth-quarter earnings. The retail company posted a loss of 28 cents per share on revenues of $786 million. Analysts expected a loss of 29 cents on revenues of $801 million.  TLRD -24.64%---CNBC

。Several of Facebook’s (FB ) products are suffering partial outages, as users around the world report problems logging into and posting on the site as well as on Instagram and WhatsApp. FB -2.21% ---Seeking Alpha

。BTIG upgrades Snap (SNAP) from Neutral to Buy with a $15 PT, implying a 49% upside. The firm cites U.S. ad spending that increased in the second half of 2018, higher quality Discover content, an engaged sticky user base, recent exec hires, and a clearer strategic plan.  SNAP +9.95% ---Seeking Alpha




。太平洋时间早上7点57分:道指-12.90 ,标准普尔500指数-1.92,纳斯达克指数-6.97,罗素2000 -3.68,WTI原油+ 0.70%,黄金-1.12%,美元指数+ 0.25%。

。海外市场:上海-1.20%,日本0.02%,香港+ 0.15%,德国+ 0.18%,英国+ 0.46%,法国+ 0.63%。

。弱势行业:GDX,SLV,XRT,GLD,SOCL,IYM 强势行业:XLF,XLE,USO

。1月新屋销售:607K,预期612K,之前652K(从621K修正)。首次申请失业救济金人数增加6,000至229K,而市场预期为+ 225K,之前为223K(未经修正)。持续索赔:+ 18K至1.776M对1.775M共识,先前1.758M(未经修正)。 ---Seeking Alpha

。英国议会以312-308的投票结果拒绝英国无协议脱欧后。据彭博社援引知情人士的话报道,英国首相特蕾莎·梅计划将英国退欧延长两个月。议会将在星期四 进行辩论。 ---Seeking Alpha

。唐纳德特朗普总统周三表示,他并不急于与中国达成贸易协定,并坚称任何协议都要包括对知识产权的保护,这是双方在数月谈判期间的一个主要问题。 ---路透社

。1月创纪录的飙升之后,2月份中国的信贷增长出乎意料地崩溃,导致对今晚宏观数据的预期显着下调。中国央行报告称,2月份总融资额增加了约7030亿元人民币,约为预期的1.3万亿美元的一半.--- ZeroHedge

。美国与其他国家一起为停飞波音公司(BA)737 MAX喷气机。美国联邦航空管理局引用了周日坠机现场的新卫星数据和证据, 这是不到五个月的第二次灾难涉及737 MAX. BA -0.72%---路透社

。Spotify已经向欧盟反垄断监管机构提起诉讼指控苹果公司(AAPL),称iPhone制造商不公平地将竞争对手限制在其自己的Apple Music流媒体服务中。 ---路透社

。Cowen以超过220美元的价格目标调升苹果(AAPL)到跑赢赢大市,意味着21%的上行空间。该公司认为服务业务是一个长期主题,可以在21财年将每股盈利增加一倍至6美元,同时增加经常性收入会带来更高的市盈率。AAPL +0.72% ---Seeking Apha

。数据公司MongoDB第四季度盈利好于预期。每股亏损17美分,超过Refinitiv估计的亏损21美分。 MongoDB的收入为8550万美元,超过预期的7400万美元。 MongoDB提供了强劲的下一季度和2020年全年指引。 MDB +25.50 --- CNBC

。Tailored Brands(TLRD)报告第四季度业绩好坏参半。该零售公司每股亏损28美分,营收7.86亿美元。分析师预计收入损失29美分,收入为8.01亿美元。TRLD -24.64 --- CNBC

。Facebook的几个(FB + 0.7%)产品遭受部分中断。全球用户投诉登录和发布网站以及Instagram和WhatsApp的问题。FB -2.21%---Seeking Alpha

。BTIG以每股15美元的价格将Snap(纽约证券交易所代码:SNAP)从中性升级至买入,意味着49%的上行空间。该公司引用了2018年下半年增加的美国广告支出,更高质量的发现内容,吸引力的粘性用户群,最近的高管和更明确的战略计划.SNAP +9.95% ---Seeking Alpha

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