Friday, March 15, 2019

Morning Market News digest 早盘市场新闻摘要

。Pacific Time 7:57AM : Dow -22.20,  S&P 500 +7.23, Nasdaq +49.91, Russell 2000 +9.63, WTI crude oil -0.75%,Gold+0.74%, US dollar index-0.29%. 

。Oversea markets: Shanghai +1.04%, Japan+0.77%, Hong Kong+0.56%, Germany+0.46%, UK +0.54%, France+0.61%. 。

。Weak sectors:USO, XLI, XRT  Strong sectors: SOXX, GDX, XLK, SLV, GLD, GDX, TLT

。A summit to seal a trade deal between U.S. President Donald Trump and Chinese President Xi Jinping will not happen at the end of March as previously discussed because more work is needed in U.S.-China negotiations, Treasury Secretary Steven Mnuchin said on Thursday. ---Bloomberg 

。U.K. Prime Minister Theresa May enjoyed a rare good day in Parliament, fighting off her opponents and winning the endorsement of British politicians to seek to delay Brexit day. The result on Thursday means her Brexit plan -- which has twice been rejected by huge majorities in the House of Commons -- is still in play. ---Bloomberg

。The Fed said manufacturing production dropped 0.4 percent last month, held down by declines in the output of motor vehicles, machinery and furniture. Data for January was revised up to show output at factories falling 0.5 percent instead of slumping 0.9 percent as previously reported. Economists polled by Reuters had forecast manufacturing output rising 0.3 percent in February. Production at factories increased 1.0 percent in February from a year ago. Manufacturing accounts for about 12 percent of the economy. ---Reuters 

。Mar. Consumer Sentiment: 97.8 vs. 95.2 consensus and 93.8 prior. ---Seeking Alpha 

。Boeing Co. has temporarily halted deliveries of its 737 Max jetliner because of restrictions imposed by the U.S. Federal Aviation Administration. The family of passenger jets could remain grounded in the U.S. at least through April, U.S. House lawmakers said Thursday after they were briefed by aviation regulators.  BA -1.52%---Bloomberg

。Broadcom(AVGO)reported mixed first-quarter earnings. The semiconductor company posted $5.79 billion in revenue, missing estimates surveyed by Refinitiv of $5.82 billion. Earnings per share were $5.55, beating the $5.23 forecast by analysts. "Similar to our peers, we see a slowdown in China impacting demand. However, much of this was factored into our original guidance and we are maintaining our full year fiscal 2019 business outlook," said President and CEO of Broadcom Hock Tan. Broadcom gave full year guidance in line with estimates: $24.5 billion, vs. the $24.3 billion estimated. AVGO +10.59% ---CNBC

 。Shares of Facebook ticked two percent lower after hours on news that two of the company's executives, Chief Product Officer Chris Cox and WhatsApp Vice President Chris Daniels, are leaving. FB -2.90% ---CNBC 

。Oracle reported fiscal third-quarter net income of $2.75 billion, or 76 cents a share, compared with a loss of $4.05 billion, or 98 cents a share, in the year-ago period. Adjusted earnings were 87 cents a share, compared with 83 cents a share in the year-ago quarter, largely because of share repurchase. Oracle (ORCL)Co-Chief Executive Safra Catz said she expects a 3-cents-a-share currency headwind, resulting in expected adjusted earnings of $1.05 to $1.09 a share, on revenue that’s from 2% lower to flat, or $11.03 billion to $11.26 billion. Analysts surveyed by FactSet expect fourth-quarter earnings of $1.05 a share on revenue of $11.14 billion.  ORCL -0.43%---Market Watch

 。Tesla — Tesla unveiled its Model Y SUV, with CEO Elon Musk saying deliveries would begin in the fall of 2020 at a starting price of $47,000. TSLA -4.09% ---CNBC




。太平洋时间上午7:57:道指-22.20,标准普尔500指数+7.23,纳斯达克指数+49.91,罗素2000 +9.63,WTI原油-0.75%,黄金+ 0.74%,美元指数-0.29%。

。海外市场:上海+ 1.04%,日本+ 0.77%,香港+ 0.56%,德国+ 0.46%,英国+ 0.54%,法国+ 0.61%。

。弱势行业:USO,XLI,XRT强势行业:SOXX,GDX,XLK,SLV,GLD,GDX,TLT

。美国总统唐纳德·特朗普和中国国家主席习近平之间达成贸易协议的峰会将不会像前面 所讨论的那样在3月底达成,因为美中谈判還需要做更多的工作,财政部长史努文姆努钦 周四表示。---彭博社 

。英国首相特蕾莎梅在议会中度过了一个难得的好日子,与她的对手作战,赢得了英国政 客的支持,试图推迟英国退欧日。 周四的结果意味着她的英国脱欧计划 - 已经两次被下 议院的大多数人拒绝 - 仍在进行中。---彭博社 

。美联储表示,二月制造业产量下降0.4%,原因是机动车,机械和家具产量下降。 1月数 据被上修,显示工厂产量下降0.5%,而不是之前报道的下降0.9%。 路透社调查的经济学家预测2月份制造业产出增长0.3%。 2月份工厂的产量比一年前增加 了1.0%。 制造业约占经济的12%。---路透社 

。3月消费者信心:97.8对95.2共识和先前的93.8。---Seeking Alpha 。

。由于美国联邦航空管理局的限制,波音公司(BA)暂时停止了其737 Max喷气客机的交付。 美 国众议院立法者周四在听取航空监管机构介绍情况后表示,这架客机家族至少要停飞到4 月份。BA -1.52%----彭博社 

。博通 (AVGO)第一季度业绩好坏不一。该半导体公司的營業額为57.9亿美元,不到 Refinitiv调查的估计的58.2亿美元。每股收益为5.55美元,超过分析师预测的5.23美元。 “与我们的同行相似,我们认为中国经济放缓会影响需求。但是,大部分因素已纳入我们 原來的指引,我们维持2019财年的全年业务前景,”博通总裁兼首席执行官 Hock Tan表 示。博通全年指引:245亿美元,而預期 为243亿美元。AVGO +10.59% --- CNBC 

。面書(FB)的两位高管,首席产品官克里斯·考克斯和WhatsApp副总裁克里斯·丹尼尔斯即将离 职。FB -2.90% --- CNBC 

。甲骨文(ORCL)公布第三季度财政收入为27.5亿美元,即每股收益76美分,去年同期 亏损40.5亿美元,即每股收益98美分。调整后每股收益为87美分,而去年同期每股收益为 83美分,主要原因是股票回购。甲骨文(ORCL)联合首席执行官萨弗拉·卡茨(Safra Catz)表示,她预计每股3美分的货币逆风,预计调整后每股盈利1.05美元至1.09美元,收 入将从2%降至持平,或110.3亿美元112.6亿美元。 FactSet调查的分析师预计,第四季度 每股收益为1.05美元,营收为111.4亿美元。ORCL -0.43% ---Market Watch 

。特斯拉 (TSLA)推出其Y型SUV,首席执行官埃隆马斯克表示,交付将于2020年秋季 开始,起价为47,000美元。 TSLA -4.09% ---CNBC












No comments:

Post a Comment