Monday, March 4, 2019

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:36 AM : Dow +34, S&P 500 +7.6, Nasdaq +26.6, Russell 2000 -3.5. WTI crude oil +1.74%,Gold -0.96%, US dollar index +0.19%.

。Oversea markets: Shanghai +1.12%, Japan+1.02%, Hong Kong+0.51%, Germany +0.23%, UK +0.51%, France+0.69%.

。Weak sectors: GDX, IGV, XRT  Strong sectors: OIH, SOCL, FXI, XLF, SMH

。Both China and the U.S. are talking up the chances of a brewing trade deal. The Wall Street Journal is reporting that an accord could see the lifting of current tariffs on China, with authorities in Beijing likely to cut import duties on U.S. goods. Monitoring the implementation of an agreement remains a sticking point, with Washington seeking compliance before tariffs are fully reversed. Stocks are already rising on the increasing chances of peace breaking out, with analysts suggesting that an end to the stand-off could add 10 percent to global equities. ---Bloomberg

。Chinese stocks rose to their highest level since June as signs of progress in trade talks and the breaking of a key resistance level added to confidence. Shares pared gains in afternoon trading as investors took profit. The Shanghai Composite Index climbed 1.1 percent at the close, paring a gain of as much as 3.2 percent after smashing through the 3,000 level that had capped gains all last week. About seven stocks rose for each that fell on the gauge. The index has now climbed 23 percent since its Jan. 3 low, helping add some $1.5 trillion in value to China’s stock market.

。The United States has ended a spat with the European Union over diplomatic protocol that came amid heightened tensions over trans-Atlantic trade.US ambassador Gordon Sondland said the bloc was "one of America's most valuable partners in ensuring global security and prosperity". The dispute surfaced in January over an apparent downgrading of the EU's diplomatic status. The EU said it was pleased the US had decided "to revert to usual practice". ---BBC

。Tesla — Tesla plans to unveil its Model Y SUV on March 14. CEO Elon Musk tweeted that the vehicle will cost about 10 percent more than the Model 3 and have slightly less range. Separately, Tesla paid off a $920 million convertible bond in cash late Friday. The settlement was in cash because Friday’s close of $294.79 was below the conversion price of $359.87. ---CNBC

。Evercore raised Amazon.com price target on Amazon to $1,965 per share from $1,800. The firm said gross profit growth is now the best metric upon which to judge Amazon, noting that a shifting business mix means that gross profit is likely to grow four percentage points faster than revenue over the next three years. ---CNBC

。Kraft Heinz (HKC) — The food producer’s stock was upgraded to “equal-weight” from “underweight” at Morgan Stanley, which notes that prior concerns like a dividend cut and an earnings shortfall have now been priced into the stock after its recent plunge.---CNBC




。太平洋时间早上7点36分:道指+34,标准普尔500指数+7.6,纳斯达克指数+26.6,罗素2000指数-3.5。 WTI原油+ 1.74%,黄金-0.96%,美元指数+ 0.19%。

。海外市场:上海+ 1.12%,日本+ 1.02%,香港+ 0.51%,德国+ 0.23%,英国+ 0.51%,法国+ 0.69%。

。弱势行业:GDX,IGV,XRT  强势行业:OIH,SOCL,FXI,XLF,SMH

。中国和美国都在谈论酿造贸易协议的可能性。据“华尔街日报”报道,一项协议可能会解除美国对中国的现行关税,北京当局可能会削减对美国商品的进口关税。监督协议的执行仍然是一个棘手的问题,华盛顿在关税完全逆转之前寻求这方面的合规。由于妥协的可能性增加,股市已经因此上涨,分析师认为,结束对峙可能会使全球股市增加10%。 ---彭博

。因为对贸易谈判取得进展以及突破关键阻力位增加信心中国股市上涨至6月以来的最高水平。 由于投资者获利了结,股票在午后交易中减少涨幅。上证综合指数在收盘时上涨1.1%,在上周上涨3000点后飙升至3.2%。 大约有7只股票上涨才有一只下跌。 自1月3日的低点以来,该指数已经上涨了23%,为中国股市增加了约1.5万亿美元的价值。

。美国已经结束了对欧盟外交礼仪的争执。该争执由跨大西洋贸易紧张局势加剧所引起。美国大使戈登桑德兰表示,欧盟集团是“美国在确保全球安全和繁荣方面最有价值的合作伙伴之一”。欧盟表示很高兴美国决定“恢复惯常做法”。 --- BBC

。特斯拉 (TSLA)计划于3月14日推出其Y型SUV。首席执行官埃隆·马斯克(Elon Musk)在Twitter上发布说,该车型的成本比型号3高出约10%,且航行距离略有下降。另外,特斯拉周五晚还以现金支付了9.2亿美元的可转换债券。 --- CNBC

。Evercore将Amazon.com (AMZN)的目标价格从1,800美元上调至每股1,965美元。该公司表示,毛利润增长现在是评判亚马逊的最佳指标,并指出不断变化的业务组合意味着毛利润可能比未来三年的收入增长快4个百分点。 --- CNBC

。卡夫海因茨(Kraft Heinz (HKC)) - 摩根士丹利(Morgan Stanley)将食品生产商的股票评级从“减持”调升至“同等重量”,该股指出,股息减少和盈利不足等先前担忧现已在股价近期暴跌之后被定价。 -CNBC

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