Tuesday, March 19, 2019

Reasons For The Run Away Market and TSLA,NFLX,BA,NVDA 市场上升的原因和TSLA,NFLX,BA,NVDA

。Pacific Time 7:48AM : Dow +121,  S&P 500 +9.66, Nasdaq +23.44, Russell 2000 -2.05, WTI crude oil -0.05%,Gold+0.46%, US dollar index-0.09%. 

。Oversea markets: Shanghai -0.18%, Japan-0.08%, Hong Kong+0.19%, Germany+1.26%, UK +0.54%, France+0.47% 。

。Weak sectors:TLT,IYR  Strong sectors: EWG, SMH, IYM, GDXJ, XLY, GDX

Briefing.com:

Reasons for the market going up:

。A Bank of America/Merrill Lynch fund manager survey that indicates the allocation to equities is at its lowest since September 2016.  This indication suggests many fund managers are missing/trailing this rally effort and will need to play catch up, providing another source of buying fuel to keep the rally going.

。Better-than-expected employment data out of the UK and a better-than-expected survey of economic sentiment out of Germany, which have helped stoke the narrative that the global economy is bottoming (or has bottomed).

。Technical buying momentum following the breakout of the S&P 500 above its November closing high.

。An expectation that major central bank policy announcements this week (FOMC on Wednesday and Bank of England on Thursday) will reinforce the view that major central banks aren't in any hurry to raise policy rates.

。A fear of missing out on further gains.

CNBC:

。Tesla (TSLA +0.07%)— CEO Elon Musk has not sought pre-approval for any tweet related to the automaker since striking a settlement with the Securities and Exchange Commission (SEC), according to a filing by the commission with a judge. The SEC is seeking to hold Musk in contempt of court for alleged violation of the settlement agreement.

。Netflix(NFLX -1.03%) — CEO Reed Hastings said the video streaming service will not make its movies or TV shows available on the new video offering that Apple is expected to announce next week. Hastings said he prefers that customers view Netflix content on the company’s own service.

。Boeing (BA +1.54%)— Canadian officials are re-examining the approval the country gave to Boeing’s 737 MAX jets. Transport Minister Marc Garneau said that no action might be taken, but that the move was wise in light of the worldwide grounding of the aircraft following two fatal crashes in the past few months.

Seeking Alpha:

Nvidia (NVDA +4.26%%) CEO Jensen Huang gave the keynote address at the GPU Technology Conference late yesterday and analysts found a few notes of interest though the focus remains on today's investor day event.

。Citi's Atif Malik liked the announcement Nvidia will offer cloud gaming in conjunction with SoftBank and LGU+.

。Rosenblatt's Hans Mosesmann says Huang "purposely stressed the non-hardware related aspects of the Nvidia approach," which now includes "domain specific libraries and that may have competitors reconsider a broad thrust into this market."

。Stifel's Kevin Cassidy was "impressed with the expanding range of GPUs with price/performance/power trade-offs to address markets from supercomputers to toy robots" and says the company is taking a page from Intel's strategy that "made the x86 CPU the broadest used CPU architecture."





。太平洋时间上午7:48:道指+121,标普500 +9.66,纳斯达克+23.44,罗素2000-2.05,WTI原油-0.05%,黄金+ 0.46%,美元指数-0.09%。

。海外市场:上海-0.18%,日本-0.08%,香港+ 0.19%,德国+ 1.26%,英国+ 0.54%,法国+ 0.47%。

。弱势行业:TLT,IYR  强势行业:EWG,SMH,IYM,GDXJ,XLY,GDX


Briefing.com:

市场上升的理由:

。美国银行/美林证券基金经理调查显示,股票的配置处于2016年9月以来的最低点。这一迹象表明,许多基金经理正在失去/落后于这一反弹行动,需要追赶,提供另一个购买来源燃料以保持反弹。

。英国的就业数据好于预期,德国的经济情绪调查好于预期,这有助于激发全球经济触底(或触底)的说法。

。标准普尔500指数突破11月收盘高位后技术性买盘增强。

。市场预期本周央行的主要政策公告(周三FOMC和周四英国央行)将强化主要央行不急于提高政策利率的观点。

。害怕错过进一步的收益。



CNBC:

。根据委员会向法官提交的文件,特斯拉(TSLA +0.07%) - 首席执行官伊隆马斯克自从与美国证券交易委员会(SEC)达成和解协议以来,并没有寻求预先批准任何与该汽车制造商有关的推文。美国证券交易委员会正在寻求让马斯克因涉嫌违反和解协议而藐视法庭。

。Netflix(NFLX -1.03%)首席执行官里德黑斯廷斯表示,视频流媒体服务不会在苹果预计将于下周公布的新视频产品上播放其电影或电视节目。黑斯廷斯表示,他更喜欢客户在公司自己的服务上查看Netflix内容。

。波音(BA +1.54%) - 加拿大官员正在重新审视该国对波音737 MAX喷气式飞机的批准。交通部长Marc Garneau表示不会采取任何行动,但鉴于过去几个月发生两次致命撞机后飞机全球停飞,此举是明智之举。


Seeking Alpha:

Nvidia(NVDA + 4.16%)首席执行官Jensen Huang昨天晚些时候在GPU技术大会上发表了主题演讲,分析师发现了一些感兴趣的地方:

。花旗的Atif Malik喜欢Nvidia将与SoftBank和LGU +一起提供云游戏的消息。

。Rosenblatt的Hans Mosesmann表示,Huang“故意强调Nvidia非硬件相关方面,”现在包括“领域特定的图书馆,可能让竞争对手重新考虑是否 进入这个市场。”

。Stifel的Kevin Cassidy对扩大的GPU系列产品印象深刻,其中包括价格/性能/功耗权衡,以满足从超级计算机到玩具机器人等市场的需求。“该公司正在采取英特尔的战略”让x86 CPU成为最广泛使用的“ CPU架构。“

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