。Oversea markets: Shanghai -1.51%, Japan+2.15%, Hong Kong+0.15%, Germany+0.71%, UK +0.43%, France+0.98%.
。Weak sectors: GDXJ, SLV, GDX, GLD Strong sectors: OIH, IBB, XRT, SMH, SOCL, IGV, FDN
。Stocks indexes rose on Tuesday as a decline in Treasury yields stabilized, assuaging fears of an economic slowdown.
。Share buybacks hit their highest level in history last year, according to new data.The total value of share repurchases by companies surged to a record $806.4 billion in 2018, up 55 percent from a year earlier, according to new data from S&P Dow Jones Indices. The record was more than 36 percent higher than the previous high watermark hit in 2007. The buyback total is bigger than the market capitalization of all but four companies in the S&P 500, eclipsing the size of top constituents like Facebook, Exxon Mobil and Berkshire Hathaway. ---CNBC
。March Consumer Confidence: 124.1 vs. 133.0 consensus; 131.4 prior in February (unrevised). ---Seeking Alpha
。Privately‐owned housing starts in February were at a seasonally adjusted annual rate of 1,162,000. This is 8.7 percent below the revised January estimate of 1,273,000 and is 9.9 percent below the February 2018 rate of 1,290,000. Single‐family housing starts in February were at a rate of 805,000; this is 17.0 percent below the revised January figure of 970,000. The February rate for units in buildings with five units or more was 352,000. ---Calculated Risk
。U.S. crude oil breaks above $60/bbl, as market participants regain focus on the tight supply situation and away from concerns about weaker demand from a potential economic slowdown. ---Seeking Alpha
。Goldman Sachs maintains a Neutral rating on Apple (AAPL). Canaccord Genuity maintains a Buy rating and boosts Apple's target from $185 to $230 and raises its Services growth rate forecasts for CY19 and CY20. AAPL +1.67% ---Seeking alpha
。Needham warns that Apple's new streaming video service could "poison" Netflix (NFLX) as it arrives to compete directly with 900M captive users already in the hopper. Analyst Laura Martin notes that Apple also has the ability to bundle games, news, music and TV as it sells iPhones to build up the service. Needham keeps a Hold rating on Netflix. NFLX -1.11%---Seeking Alpha
。Tesla — The automaker and CEO Elon Musk have won a second dismissal of a securities fraud lawsuit alleging that misleading comments were made about Model 3 production. The suit had originally been dismissed in October 2017 but the judge in the case allowed the plaintiffs to file an amended suit. TSLA+2.37%---CNBC
。Nvidia (NVDA)— Piper Jaffray began coverage of the graphics chipmaker with an “overweight” rating, saying the stock is trading at attractive levels and that Nvidia is positioned to overcome some industry headwinds. NVDA +2.30%---CNBC
。太平洋时间上午8:08:道指+252,标准普尔500指数+27.90,纳斯达克+84.20,罗素2000 + 22.71 WTI原油+ 2.16%,黄金-0.54%,美元指数+ 0.06%。
。海外市场:上海-1.51%,日本+ 2.15%,香港+ 0.15%,德国+ 0.71%,英国+ 0.43%,法国+ 0.98%。
。弱势行业:GDXJ,SLV,GDX,GLD 强势行业:OIH,IBB,XRT,SMH,SOCL,IGV,FDN
。根据新的数据,股票回购去年创下历史最高水平。根据标准普尔道琼斯指数的新数据,2018年公司股票回购总值飙升至创纪录的8064亿美元,比去年同期增长55%。 该记录比之前的2007年高水位高出36%以上。回购总量大于标准普尔500指数中四家公司的市值,超过Facebook,埃克森美孚和伯克希尔哈撒韦等主要成分股的规模。--- CNBC
。3月消费者信心指数:124.1对133.0共识; 2月为131.4(未经修订)。---Seeking Alpha
。2月私人住房开工率经季节性调整,年率为1,162,000。 这比1月修正后的1,273,000减少了8.7%,比2018年2月的1,290,000减少了9.9%。 2月份单户住房开工率为805,000; 这比修正后的1月份的970,000数字低17.0%。2月份 5个单位或以上建筑物数量为352,000。---Calculated Risk
。市场参与者重新关注供应紧张局面,盖过对潜在经济放缓带来的需求减弱的担忧,美国原油升高于60美元/桶。
。高盛(Goldman Sachs)维持对苹果(AAPL)的中性评级。 Canaccord Genuity保持买入评级,并将Apple的目标从185美元提升至230美元,并提高了对CY19和CY20的服务增长率预测。AAPL +1.67% ---Seeking Alpha
。Needham警告称,苹果的新流媒体视频服务可能会“毒害”Netflix(NFLX),因为它直接与900M用户竞争。 分析师劳拉马丁指出,苹果还有能力捆绑游戏,新闻,音乐和电视,因为它销售iPhone以建立服务。 Needham对Netflix评级为持有。NFLX -1.11% ---Seeking Alpha
。特斯拉(TSLA) - 首席执行官埃隆马斯克赢得了第二次驳回声称对模型3生产做出了误导性评论证券欺诈诉讼。 该诉讼最初于2017年10月被驳回,但该案的法官允许原告提起修改后的诉讼。TSLA +2.37% ---CNBC
。Nvidia (NVDA) - Piper Jaffray开始跟踪该图形芯片制造商并冠以“增持”评级,称该股票的交易价格具有吸引力且Nvidia有望克服一些行业逆风。NVDA +2.30% ---CNBC
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