Thursday, March 7, 2019

Morning Market News Digest 早盘市场新闻摘要


。Pacific Time 7:20AM : Dow -317, S&P 500 -28,8, Nasdaq -85.5, Russell 2000 -11 WTI crude oil +0.23%,Gold -0.16%, US dollar index +0.51%.

。Oversea markets: Shanghai +0.14%, Japan-0.65%, Hong Kong-0.89%, Germany -1%, UK -0.87%, France-0.65%.

。Weak sectors: FXI, SOCL,OIH, EWG, IYM, EEM, XLF, SMH, XRT  Strong sectors: TLT, UUP

。Initial Jobless Claims -3K to 223K vs. +220K consensus, 226K prior (revised). Continuous Claims: -50K to 1.755M vs. 1.775M consensus, 1.805M prior (unrevised).

。The European Central Bank on Thursday unexpectedly revived a stimulus measure intended to encourage lending, an abrupt policy reversal that signals the bank is worried about growth in the region.The bank also pushed back the date of its earliest possible increase in benchmark interest rates, saying there would be no change until 2020. ---New York Times

。Pessimism among European officials grappling with Brexit isn’t going away: Negotiators suspect that, whatever they are able to offer the U.K., it  won’t be enough to get Parliament to back Theresa May’s deal, Bloomberg reported. As if the prime minister needed any more bad news, Brexit hardliners in her party appear to have stiffened their resolve once more.  That said, the pound is a touch firmer against the euro this  morning. ---Bloomberg

。Huawei has filed suit against the United States, saying legislation containing a provision that bans government agencies from buying its equipment is unconstitutional.---Seeking Alpha

。Amazon.com Inc will close all of its U.S. pop-up stores and focus instead on opening more book stores, a company spokesperson said on Wednesday. ---Reuters

。Boeing (NYSE:BA) is signaling “full speed ahead” for a new mid-sized jet that would be the company's first all-new jet program in more than a decade, says Air Lease (NYSE:AL) CEO John Plueger. ---Seeking Alpha

。Cleveland Research cuts its Micron (MU) 2019 revenue estimate to $24B from $25.5B citing DRAM price headwinds. Cleveland attributes the headwinds to higher competition, weak end-demand, and customer inventory consumption. ---Seeking Alpha

。The U.S. Defense and Energy departments join Qualcomm's (NASDAQ:QCOM) dispute with the Federal Trade Commission, agreeing that a QCOM loss could hurt its ability to compete with Huawei and asking the FTC to settle its lawsuit challenging patent-royalty fees.Qualcomm opponents, which include Apple, say the company is crying wolf with the national security argument. ---Seeking Alpha




。欧洲央行周四出人意料地恢复了旨在鼓励贷款的刺激措施,这是一个突然的政策逆转,表明该银行担心该地区的经济增长。该银行也推迟了基准利率最早可能上调的日期。 到2020年才会有变化。---New York Times

。首次申请失业救济人数-3K至223K,而预期为+ 220K,之前为226K(经修订)。
持续索赔:-50K至1.755M对1.775M共识,之前为1.805M(未经修订)。---Seeking Alpha

。彭博社报道,欧洲官员对英国退欧问题的悲观情绪并未消失:谈判者怀疑,无论他们能够提供什么,英国都不足以让议会支持特蕾莎梅的协议。好像总理需要更多坏消息一样,她的政党中的英国脱欧强硬派似乎再次加强了他们的决心。 ---彭博

。华为已向美国提起诉讼,称包含禁止政府机构购买其设备的条款的立法违宪.---Seeking Alpha

。公司发言人周三表示,亚马逊公司(AMZN)将关闭其所有美国弹出式商店,并专注于开设更多书店。AMZN -0.98% ---路透社

。Air Lease(AL)首席执行官John Plueger表示,波音公司(BA)正在发出新的中型喷气式飞机的“全速前进”的信号,这将是该公司十多年来第一个全新的喷气式飞机计划。BA -1.45% ---Seeking Alpha

。由于DRAM价格竞争逆风,克利夫兰研究公司将其Micron(MU)2019年收入预估从255亿美元下调至240亿美元。克利夫兰将不利因素归因于竞争加剧,终端需求疲软以及客户库存消耗。 MU -1.30% ---Seeking Alpha

。美国国防和能源部门加入高通公司(QCOM)与联邦贸易委员会的纠纷,同意QCOM的损失可能会损害其与华为竞争的能力,并要求联邦贸易委员会解决其对专利使用费提出质疑的诉讼. 高通的反对者, 其中包括苹果公司称高通正在与国家安全部门玩狼来了。QCOM -1.39%---Seeking Alpha

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