Thursday, March 21, 2019

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:38AM : Dow +80.70,  S&P 500 +11.67, Nasdaq +49.35, Russell 2000 +12.49, WTI crude oil -0.48%,Gold+0.70%, US dollar index+0.55%. 

。Oversea markets: Shanghai +0.35%, Japan+0.20%, Hong Kong-0.85%, Germany-0.69%, UK -0.85%, France-0.20% 。

。Weak sectors:IBB, EWG, XLF, OIH  Strong sectors: SMH, IGV, IYR, FDN

。Federal Reserve abandoned any interest rate hikes this year and flagged an expected slowdown in the economy. ---Reuters

。The bond bull market is alive and well with yesterday's bond-bear-battering by The Fed extending this morning. 10Y Yields are back below 2.50% for the first time since Jan 2018. ---Zero Hedge

。The Bank of England has kept interest rates on hold amid continued uncertainty over Brexit. ---BBC

。Initial Jobless Claims -9K to 221K vs. +225K consensus, 230K prior (revised). Continuous Claims: -27K to 1.750M vs. 1.772M consensus, 1.777M prior (revised). ---Seeking Alpha

。Biogen and partner Eisai Co Ltd are ending two late-stage trials testing the experimental Alzheimer’s drug aducanumab, marking the latest setback for an industry racing to develop treatments for the memory-robbing disease. BIIB -28.82% ---Reuters

。Citi downgrades Micron (MU) from Neutral to Sell on the belief that shares and estimates will remain under pressure even after the earnings beat due to the DRAM crash. The firm notes that Micron guided weak due to the memory crash and cut capex, which are the appropriate steps. MU +9.59% ---seeking Alpha

。Needham upgrades Apple (AAPL) from Buy to Strong Buy and raises the target from $180 to $225, implying a 20% upside. Analyst Laura Martin cites survey work showing that Apple should be viewed as an ecosystem rather than a product company, which merits a higher valuation. Martin says the streaming service Apple is expected to announce on Monday should help reduce churn.  AAPL +3.25% ---Seeking Alpha

。Tencent Holdings signaled it will reduce its reliance on gaming in China, where a regulatory review and one-off investment costs led to its sharpest-ever quarterly profit drop and slowest annual profit growth in 13 years. TCEHY -3.05% ---Reuters




。太平洋时间早上7点38分:道指+80.70,标准普尔500指数+11.67,纳斯达克指数+49.35,罗素2000 +12.49,WTI原油-0.48%,黄金+ 0.70%,美元指数+ 0.55%。

。海外市场:上海+ 0.35%,日本+ 0.20%,香港-0.85%,德国-0.69%,英国-0.85%,法国-0.20%。

。弱势行业:IBB,EWG,XLF,OIH  强势行业:SMH,IGV,IYR,FDN


。美联储今年放弃了任何加息,并预示着经济将出现预期的放缓。 ---路透社

。债券牛市现在还活着,今天上午美联储延长债券对看空者的压力。 10Y收益率自2018年1月以来首次回落至2.50%以下.---ZeroHedge

。由于英国退欧的持续不确定性,英格兰银行维持利率不变。 --- BBC

。首次申请失业救济人数为-9K至221K,而预期为+ 225K,之前为230K(经修订)。连续索赔:-27K至1.750M对1.772M共识,先前1.777M(经修订)。 ---Seeking Alpha

。Biogen (BIIB)和合作伙伴Eisai Co Ltd正在结束两项测试实验性阿尔茨海默氏症药物aducanumab的后期试验,标志着一项行业竞赛开发治疗记忆性疾病的最新挫折。BIIB -28.82% ---路透社

。花旗集团将美光(MU)评级从“中性”下调至“卖出”,认为即使在DRAM崩盘导致盈利好于预期之后,股票和估计仍将面临压力。该公司指出,由于记忆崩溃和削减资本支出,Micron指引弱势,这是适当的步骤。MU +9.59% ---Seeking Alpha

。Needham将Apple(AAPL)从买入升级至强买,并将目标从180美元上调至225美元,意味着20%的上行空间。分析师劳拉·马丁(Laura Martin)引用调查结果显示,苹果应该被视为一个生态系统,而不是一个产品公司,这令它的价值更高。马丁表示,预计苹果周一宣布的流媒体服务将有助于减少客户流失。AAPL +3.25% ---Seeking Alpha

。腾讯控股(TCEHY)表示将减少对中国游戏的依赖,其中监管审查和一次性投资成本导致其有史以来最大的季度利润下降和13年来最慢的年度利润增长。TCEHY -3.05% ---Reuters





No comments:

Post a Comment