BRKS Looks Good BRKS 看好

Brooks Automation, Inc. （BRKS 37.01） provides automation and cryogenic solutions for various markets. The company operates in two segments, Brooks Semiconductor Solutions Group and Brooks Life Science Systems. The Brooks Semiconductor Solutions Group segment offers mission-critical wafer automation and contamination controls solutions and services.

。Brooks Automation (BRKS): Q2 Non-GAAP EPS of $0.17 beats by $0.07; GAAP EPS of $0.05. Revenue of $198M (+4.6% Y/Y) beats by $4.76M.

。Investors.com Composite Rating 97, Accumulation/Distribution B+.

。PE 21.89, estimated EPS growth this year 524%.

。Gapped above resistance 34 on higher than average volume, got momentum to challenge all time high at 39.68. Analysts consensus target is 41.67.

Brooks Automation，Inc（BRKS 37.01）为各种市场提供自动化和低温解决方案。 该公司分为两个部门：Brooks Semiconductor Solutions Group和Brooks Life Science Systems。 Brooks Semiconductor Solutions Group部门提供关键任务晶圆自动化和污染控制解决方案和服务。

。Brooks Automation（BRKS）：第二季度非GAAP每股盈利0.17美元，好于预期0.07美元; GAAP每股收益0.05美元。 1.98亿美元的收入（同比增长4.6％）超过预期476万美元。

。Investors.com综合评级97，收集/散发 B +。

。PE 21.89，估计今年每股盈利增长524％。

。今早以高于平均成交量上突破阻力位34，有动力挑战历史高点39.68。 分析师的共识目标是41.67。

US Stock Market Still Wants To Go Higher 美国股市仍想走高

The US stock market is negatively impacted by the big 8.3% drop in Alphabet (GOOGL) after it reported better than expected earning but revenue missed expectation for the fourth quarter. The stock has risen about 33% since December 24 last year, a give back of 8% is not that alarming. The Dow dropped 135 points at one point in the morning and has now recovered most of this loss by down only 6 points. The S&P 500 has recovered about 75% of its 19 point losses earlier while weakest Nasdaq composite has recovered about 40% of its 111 point drop earlier. Meanwhile the fear index ETF VXXB is only up a small 0.19% indicates institutions are still optimistic about the market. Unless Apple (AAPL) reporting badly this afternoon, the stock market is still wanting to go higher. Both the Dow and Russell 2000 may be catching up with the S&P 500 and Nasdaq in making all time high with Russell 2000 chart set up looks the best.

美国股市受到Alphabet（GOOGL）报告盈利好于预期，但收入低于第四季度的预期而大幅下跌8.3％的负面影响而下跌。不过GOOGL自去年12月24日以来上涨了约33％，回调8％并不令人太过担忧。 道琼斯指数在早上一度下跌135点，现在已经收复了大部分损失，仅下跌了6点。 标准普尔500指数已收复了早前19点亏损的约75％，而最弱的纳斯达克综合指数也收复了早些时候其111点跌幅的40％左右。 另外恐慌指数ETF VXXB仅小幅上涨0.19％，表明机构仍对市场持乐观态度。 除非苹果（AAPL）今天下午报道严重失误，否则看来股市仍然会走高。 道指和罗素2000可能要赶上标准普尔500指数和纳斯达克指数而创历史新高。罗素2000图性设置看起来最好。

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:43AM : Dow -36.90，  S&P 500 -8.27， Nasdaq -70.01, Russell 2000 -5.94, WTI crude oil +0.69%，Gold+0.13%， US dollar index-0.30%.

。Oversea markets: Shanghai+0.52%, Japan closed, Hong Kong－0.65%, Germany-0.25%, UK-0.50%, France-0.42%.

。Weak sectors: OIH, FDN, SOCL, IBB, XRT Strong sectors:SMH

。Caixin/Markit Chinese factory PMI for April falling to 50.2, lower than the March figure of 50.8. ---Wall Street Breakfast

。Preliminary growth data from the eurozone showed the economy grew 0.4% in the first quarter, up from 0.2% in Q4 of 2018 and up from a 0.1% figure for the third quarter.  ---Wall Street Breakfast

。McDonald’s （MCD -0.08%）The Dow Jones Industrial Average component posted stronger-than-forecast results for the first quarter as same-store sales grew at a stronger pace than expected. McDonald’s earnings came in at $1.78 per share, 3 cents above a Refinitv estimate. Sales for the company totaled $4.956 billion, topping a $4.933 billion forecast. ---CNBC

。Alphabet(GOOGL -8.55%) — The Google-parent reported better-than-expected earnings but posting a slowdown in advertising revenue growth. The company said its ad revenue grew by 15.3% in the first quarter, down from 24.4% in the year-earlier period. ---CNBC

。General Electric (GE +2.98%) reported a more than three-fold rise in quarterly profit to $954M, helped by higher sales in aviation, oil and gas, and healthcare, offsetting a loss in renewable energy and much lower earnings in power. ---Seeking Alpha

。Western Digital（WDC －4.06%） — Shares of the data storage company fell about 5.5% on the back of weaker-than-expected fiscal third quarter results. Western Digital posted adjusted earnings per share of 17 cents on revenue of $3.67 billion. Analysts expected a profit of 46 cents per share on sales of $3.68 billion. ---CNBC

。It's no secret that younger Americans are more supportive of marijuana legalization. It appears that they're pretty upbeat on marijuana stocks, too. The free investing app Robinhood is especially popular with millennial investors, which consist of individuals born between 1981 and 1996. Of the five most widely held stocks on Robinhood, two of them are pot stocks -- Aurora Cannabis (ACB ＋1.21%) and Cronos Group (CRON ＋1.53%). ---Motley Fool




。财新/ Markit中国4月工厂采购经理人指数降至50.2，低于3月份的50.8。 ---Wall Street Breakfast

。欧元区初步增长数据显示，第一季度经济增长0.4％，高于2018年第四季度的0.2％和第三季度的0.1％。 ---Wall Street Breakfast

。麦当劳（MCD -0.08%） - 道琼斯工业平均指数成份股公布第一季度业绩强于预期，因为同店销售增长速度超过预期。 麦当劳的每股收益为1.78美元，比Refinitv估计高出3美分。 该公司的销售总额为49.56亿美元，超过预期的49.33亿美元。---CNBC

。Alphabet（GOOGL -8.55%） - 谷歌母公司报告盈利好于预期，但广告收入增长放缓。该公司表示，其第一季度的广告收入增长了15.3％，低于去年同期的24.4％。 --- CNBC

。通用电气（GE +2.98%）季度利润增长超过三倍，达到9.54亿美元。因为航空，石油和天然气以及医疗保健的销售增长，抵消了可再生能源和电力方面的损失。 ---Seeking Alpha

。西部数据 （WDC -4.06%）第三季度业绩弱于预期。西部数据公布的调整后每股收益为17美分，营收为36.7亿美元。分析师预计每股盈利46美分，销售额为36.8亿美元。 --- CNBC

。年轻的美国人更加支持大麻合法化已经不是什么秘密了。看起来他们对大麻股票也非常乐观。免费投资应用程序Robinhood特别受千禧一代投资者的欢迎，这些投资者包括1981年至1996年间出生的个人。在Robinhood中最受欢迎的五只股票中，其中两只是大麻股票 -  Aurora Cannabis（ACB +1.21%）和Cronos Group（CRON +1.53%）。 ---Motley Fool

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:32AM : Dow +11.20，  S&P 500+2.98， Nasdaq+5.68, Russell 2000 +4.19 WTI crude oil-0.62%，Gold-0.64%， US dollar index+0.07%.

。Oversea markets: Shanghai-0.77%, Japan CLOSED, Hong Kong+0.97%, Germany+0%, UK+0.17%, France+0.09%.

。Weak sectors: GDXJ, GDX, SLV, IBB, SMH  Strong sectors:XLF, SOCL, IGV, FDN

。The next round of China-U.S. trade talks begins in Beijing this week, with U.S. Trade Representative Robert Lighthizer and Treasury Secretary Steven Mnuchin set to meet Chinese Vice Premier Liu He tomorrow. One senior administration official said, on the condition of anonymity, that significant issues remain unresolved and there’s still a chance that President Donald Trump could walk away from the table. A meeting on trade between Trump and Japanese Prime Minister Shinzo Abe at the White House showed neither side willing to give ground. ---Bloomberg

。U.S. consumer spending increased by the most in more than 9-1/2 years in March, but price pressures remained muted, with a key inflation measure posting its smallest annual gain in 14 months.Consumer spending, which accounts for more than two-thirds of U.S. economic activity, surged 0.9 percent as households stepped up purchases of motor vehicles and spent more on healthcare. Consumer spending edged up 0.1 percent in February. Data for January was revised up to show consumer spending rising 0.3 percent instead of the previously reported 0.1 percent gain. ---Reuters

。Crude futures fell 0.7% to $62.87/bbl overnight, extending a 3% slump from Friday that ended weeks of rallying, after President Trump demanded that OPEC raise output to soften the impact of U.S. sanctions against Iran. Supply cuts have been supported by some non-OPEC producers, most notably Russia, but analysts said this cooperation may not last beyond an OPEC+ gathering scheduled for June. Complicating the meeting is fresh data from the IMF showing that Saudi Arabia needs prices at about $85 a barrel to balance its budget this year, up from a forecast of $73 in September. ---Wall Street Breakfast

。Chinese stocks extended the worst weekly loss of 2019 with another 0.8% drop to start the week despite profits at Chinese industrial firms growing for the first time in four months and a strong GDP print, if only superficially, on Friday. Most European markets were mostly in the red, with Italy sliding despite S&P reaffirming Italy's BBB rating late on Friday, while the dollar rose alongside US Treasury yields, while the yen slumped as Japan remains closed for a weeklong holiday. ---Bloomberg

。Alphabet (GOOG -0.07%) is scheduled to announce Q1 earnings results on Monday, April 29th, after market close. The consensus EPS Estimate is $10.17 (+2.4% Y/Y) and the consensus Revenue Estimate is $37.36B (+19.9% Y/Y). Over the last 2 years, goog has beaten EPS estimates 75% of the time and has beaten revenue estimates 100% of the time.

。Over the last 3 months, EPS estimates have seen 7 upward revisions and 10 downward. Revenue estimates have seen 11 upward revisions and 9 downward.Avengers: Endgame has become the first movie to gross more than $1B in its debut at the worldwide box office, putting a stamp on a dominant Marvel franchise that has been a feather in Disney's (DIS -0.71%) cap. Powered by record-setting hauls in the U.S. and China, the film collected an estimated $1.2b in its first five days of release. An estimated $350M of that total came from the U.S. and Canada, an amount that blew past the previous opening-weekend record set last year by Avengers: Infinity War by about $92M. ---Wall Street Breakfast

Boeing Co (BA +0.93%) said on Monday it was making steady progress to certify its grounded 737 MAX jets with a software update and completed a final flight test prior to the certification flight.






。太平洋时间早上7点32分：道指+11.20，标普500 + 2.98，纳斯达克+ 5.68，罗素2000 +4.19 WTI原油-0.62％，黄金-0.64％，美元指数+ 0.07％。

。海外市场：上海-0.77％，日本停市，香港+ 0.97％，德国+ 0％，英国+ 0.17％，法国+ 0.09％。

。弱势板块：GDXJ，GDX，SLV，IBB，SMH 强势板块：XLF，SOCL，IGV，FDN


。美国贸易代表罗伯特·莱希泽和财政部长史蒂芬·姆努钦明天将在北京会见中国国务院副总理刘鹤开始下一轮中美贸易谈判。一位高级政府官员表示，在不愿透露姓名的情况下，重大问题仍未得到解决，唐纳德特朗普总统仍有机会离开会议桌。另外特朗普与日本首相安倍晋三在白宫举行的贸易会议显示双方都不愿意让步。 ---彭博

。3月份美国消费者支出增长为9-1 / 2年最大，但价格压力依然低迷，主要通胀指标创下14个月以来的最小年度增长。消费支出占三分之二以上美国的经济活动增长0.9％，因为家庭购买汽车及医疗费用支出的增加。 2月消费者支出小幅上涨0.1％。 1月数据上修，显示消费者支出增长0.3％，而非先前报告的0.1％增长。 ---路透社

。特朗普总统要求欧佩克提高产量以缓和美国对伊朗制裁的影响，原油期货隔夜下跌0.7％至62.87美元/桶，从周五延续3个百分点，结束了数周的反弹。一些非欧佩克产油国（尤其是俄罗斯）支持减产，但分析师表示，此次合作可能不会超过原定于6月举行的欧佩克+会议。国际货币基金组织的最新数据显示沙特阿拉伯需要价格在每桶85美元左右来平衡今年的预算，高于9月份预测的73美元。 ---Wall Street Breakfast

。尽管中国工业企业利润在四个月内首次实现增长，并且周五国内生产总值（如果只是表面上看）强劲，但中国股市延续了2019年最大单周跌幅，本周开始下跌0.8％。大多数欧洲市场基本处于亏损状态尽管标准普尔在周五晚些时候重申意大利BBB评级。美元大幅上涨，美国国债收益率上涨，日元大幅下挫尽管日本市场因为长达一周的假期而仍在关闭 ---彭博

。Alphabet（GOOG －0.07%）计划在4月29日周一收市后公布第一季度盈利结果。 市场预期每股盈利预测为10.17美元（同比增长2.4％），市场预期营收预估为37.36亿美元（同比增长19.9％）。 在过去的两年里，GOOG过去在75％的时间内击败每股盈利预测，并且在100％的时间里都超过营收预期。---Seeking Alpha

。“复仇者联盟”：Endgame已经成为第一部在全球票房首次亮相超过10亿美元的电影，为迪士尼（DIS －0.71%）占据主导地位的Marvel特许经营权提供了印记。该影片在美国和中国以创纪录的收录为动力，在发行后五天收取了大约12亿美元。估计其中3.5亿美元来自美国和加拿大，这一数字超过了复仇者联盟去年创下的开放周末纪录：无限战争约为9200万美元。 ---Wall Street Breakfast

。波音公司（BA ＋0.93%）周一表示，在通过软件更新验证其737 MAX喷气式飞机及在认证飞行前完成了最终飞行测试方面该公司正在取得稳步进展。

My Stock Picks And Reasons 我的选股及理由

ZAYO (32.19) , Target 38
Strong Investors.com Accumulation/Distribution Rating B, imminent takeover, breaking out，Friday's Call／Put is 8.8 times, strongly biased to up.

QCOM (86.64), Target 96

Strong Investors.com Composite Rating 90,  Strong Accumulation/Distribution Rating A, Strong Fundamentals after settlement with AAPL, Continuation Up Pattern.

AMZN (1950.63), Target 2050

Strong Investors.com Composite Rating 98,  Strong Accumulation/Distribution Rating B, Strong Fundamentals , Broke resistance and ready for all time high.

NFLX(374.85), Target 400

Strong Investors.com Composite Rating 91,  Strong Accumulation/Distribution Rating B+, Strong Fundamentals , Head and Should Bottom.

XLNX (118.93), Target 140

Strong Investors.com Composite Rating 99,  Strong Accumulation/Distribution Rating A-, Strong Fundamentals, 5G exposure, buy dips.

PYX (22.7), Target 28

Strong investors.com Accumulation/Distribution Rating B+, hot Cannabis sector, low float (8.31 million shares),  high 28% short, short squeeze, finished correction.

ACB (9.04), Target 12.5

 Strong Investors.com Accumulation/Distribution Rating B+, hot Cannabis sector, potential partnership announcement, bullish Cup and Handle.

CGC (49.91), Target 60

Strong Investors.com Accumulation/Distribution Rating A-, hot Cannabis sector, low float (73.61 million shares), high 35% short, short squeeze, bullish Cup and Handle.

ZAYO（32.19），目标38

强劲的Investors.com收集/散发评分B，迫在眉睫的收购，技术突破， 周五看涨期权／看跌期权为8.8倍，强力偏涨。

QCOM（86.64），目标96

强劲的 Investors.com综合评级90，收集/散发评分A，与AAPL了结官司后的基本面强劲，继续上行模式。

AMZN（1950.63），目标2050

强劲的 Investors.com综合评级98，收集/散发评分B，强劲的基本面，突破阻力并准备挑战历史新高。

NFLX（374.85），目标400

强劲的 Investors.com综合评分91，收集/散发评分B+，强劲的基本面，头肩底看涨图形。

XLNX（118.93），目标140

强劲的 Investors.com综合评分99，收集/散发评分A-，强劲的基本面，5G参与，逢低买入。

PYX（22.7），目标28

强劲的收集/散发评分B +，热门的大麻板块，低流通股（831万股），高28％的空头，短期挤压，修正完毕。

ACB（9.04），目标12.5

强劲的收集/散发评分B +，热门的大麻板块，潜在合伙消息，涨杯状图形。

CGC（49.91），目标60

强劲的收集/散发评分A-，热门的大麻板块，低流通股（7361万股），高35％的空头，短期挤压，看涨杯状图形。

PYX Is Ripe To Pick Again 又是时候买入PYX了

Pyxus International, Inc.,(PYX 22.25) an agricultural company, engages in the provision of various agricultural products, ingredients, and services to businesses and customers. It offers products in the leaf tobacco, e-liquids, industrial hemp, and cannabis industries.

。On February 15, I wrote an blog suggest buying PYX at 25.63 and it eventually reached 32.69 by March 19 (+27.5% in ) before a 1 month slide and found support at 16.66 on April 17 . Since then, it start a bounce and is now trading at 22.25. It may be good to trade up again.

。Potential short squeeze: Short percentage of float is a high 28.36% on very low 8.31 million share float. Short covering will drive upside momentum.

。Investors.com Accumulation/Distribution rating is a strong B+.

。May 17 expiration Call/Put ratio is a big 14.8 times, solidly biased to the upside.

。High Growth： EPS this year is estimated to up 89%.

。Good valuation: Price to Sale 0.10, Price to Book 0.94, Price to Cash 0.92

。Good upside potential: Support 20, Resistances 24.6 then 28.

Pyxus International，Inc（PYX 22.25 ）是一家农业公司，致力于为企业和客户提供各种农产品，配料和服务。 它提供烟叶，电子液体，工业大麻和大麻产业的产品。

。2月15日我写了一篇博文，建议以25.63购买PYX，最终在3月19日达到32.69（+ 27.5％），之后经历1个月的下滑，在4月17日在16.66获得支撑。 从那以后，它开始反弹，现在交易于22.25。 现在看来又是一个炒涨的机会。

。潜在的短期挤压：在非常小的831万流通股中, 卖空比率高达28.36％。卖空回补将是上涨动力。

。Investors.com积累/分配评级是强劲的B +。

。5月17日到期的看涨期权/看跌期权比率是很大的14.8倍，明显偏向看涨。

。高盈利增长：今年EPS估计增长89％。

。很好的估值：价格/销售0.10，价格／账面价值0.94，价格／现金0.92

。有很好的上涨空间：支撑20，阻力24.6然后是28。

ZAYO Buyout May Still Happen ZAYO 被收购仍有可能发生

The following evidences indicate that ZAYO (31.53 +3.06%) buyout may still happen:

。"The acquisition of Zayo Group (ZAYO) by a large consortium is said to be "imminent" and an announcement is expected as soon as Monday （April 29）, according to sources. A group made up of Digital Colony Partners, EQT and Stone peak Infrastructure Partners, and possibly will be acquiring the company valued at $36.50 to $38.50 per share, sources added." ---StreetInsiders.com

。Zayo Group (ZAYO) canceled from the Citi Data Points Conference on May 10  and Goldman Sachs analyst meeting on June 10. (The schedule of this meetings caused ZAYO dropping sharply by 11% yesterday at one point and then reversed. Speculation was that by having these meeting company buy out may be off or delayed) . ZAYO is up 3.06% today.

。At Q4's end, a total of 56 of the hedge funds tracked by Insider Monkey were long this stock, a change of 2% from the previous quarter. Below, you can check out the change in hedge fund sentiment towards ZAYO over the last 14 quarters.  ---Insider Monkey

。The Call/Put ratio for May 17 expiration as of 8:12AM Pacific Time is 3.65 to 1, firmly biased to the upside.

。Other positives: Institutions own 98.4%, Investors.com Accumulation/Distribution rating at B, short percentage 8.83%.

下列迹象表明，ZAYO被收购仍可能发生：

。据消息人士透露，一家大型财团收购Zayo集团（ZAYO）据说“迫在眉睫”，预计最快将于周一（4月29日）宣布。由Digital Colony Partners，EQT和Stone peak Infrastructure Partners组成的团队，消息人士补充道，可能将以值36.50美元至每股38.50美元 收购价该公司。“ ---StreetInsiders.com

。Zayo集团（ZAYO）取消了5月10日花旗数据点会议及6月10日的高盛分析师会议。（这些会议的时间表导致ZAYO昨天一度大幅下跌11％然后逆转。投机者认为是因为这些会议公司被收购可能会被取消或延迟）。 ZAYO今天上涨了1.8％。

。在第四季度结束时，Insider Monkey追踪的对冲基金中有56个买入ZAYO，比上一季度变动了2％。下面，您可以查看过去14个季度对冲基金对ZAYO情绪的变化。 ---Insider Monkey

。截至太平洋时间上午8:12，5月17日到期的看涨/看跌期权比率为3.65比1，坚定偏向看涨。

。其他看好因素：机构持有98.4％股票，Investors.com收集/散发评分为B，卖空百分比为8.83％。

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:26AM : Dow -19.50，  S&P 500 -0.32， Nasdaq -26.12, Russell 2000 +4.58, WTI crude oil-2.93%，Gold+0.63%， US dollar index-0.21%.

。Oversea markets: Shanghai-1.20%, Japan-0.22%, Hong Kong+0.19%, Germany+0.08%, UK-0.23%, France+0.04%.

。Weak sectors: SMH,  OIH  Strong sectors:GDXJ, GDX, GLD, SLV,  IYR, TLT, FDN

。U.S. economic growth accelerated in the first quarter, but the burst in growth was driven by a smaller trade deficit and the largest accumulation of unsold merchandise since 2015, temporary factors that are likely to reverse in the coming quarters. Gross domestic product increased at a 3.2 percent annualized rate in the first quarter, the Commerce Department said in its advance GDP report released on Friday. Growth was also boosted by an increase in government investment. But consumer and business spending slowed sharply, and investment in homebuilding contracted for a fifth straight quarter, giving the report a weak tone. While the report suggested there is no recession on the horizon, its details painted a picture of an economy that is slowing as the stimulus from the White House’s $1.5 trillion tax cut package fades and the effects of past interest rate increases by the Federal Reserve linger. ---Reuters

。Trump says he called OPEC and told producer group to bring oil prices down. WTI oil is down 2.93%.

。New York’s Attorney General alleged the operator of the Bitfinex cryptocurrency trading platform and the issuer of the Tether "stablecoin" lost $850 million and subsequently used funds from affiliated stablecoin operator Tether - i.e., engaged in co-mingling of client and corporate funds - to secretly cover the shortfall; the news sparked a sharp selloff in the cryptocurrency space where Bitfinex has long been rumored to be a mechanism to prop up various virtual currencies. ---Zero Hedge

。Amazon (AMZN ＋0.37%)eported earnings per share of $7.09 on revenue of $59.70 billion. Wall Street expected earnings per share of $4.72 on revenue of $59.65 billion, according to analysts surveyed by Refinitiv. Amazon is currently the third most valuable company in the world, behind Microsoft and Apple.---CNBC

。Intel （INTC -9.44%） reported strong first-quarter earnings but weak forward-looking guidance. The semiconductor company reported earnings of 89 cents per share, topping estimates of 87 cents per share. Revenue was $16.06 billion, higher than the forecast $16.02 billion, according to analysts surveyed by Refinitiv. For the full year 2019. Intel expects revenue of $69.0 billion compared with estimates of $71.05 billion.
---CNBC

 。Starbucks (SBUX -1.17%) reported mixed second-quarter earnings. Starbucks reported earnings per share of 60 cents on revenue of $6.31 billion. Wall Street expected earnings per share of 56 cents on revenue of $6.32 billion, according to Refinitiv.

。Exxon Mobil (XOM -2.55%): Q1 GAAP EPS of $0.55 misses by $0.13.Revenue of $63.63B (-6.7% Y/Y) misses by $3.72B.

。Chevron (CVX -0.59%): Q1 GAAP EPS of $1.39 beats by $0.16.Revenue of $35.2B (-6.9% Y/Y) misses by $3.22B.





。太平洋时间早上7点26分：道指-19.50，标准普尔500 -0.32，纳斯达克-26.12，罗素2000 +4.58，WTI原油-2.93％，黄金+ 0.63％，美元指数-0.21％。

。海外市场：上海 -  1.20％，日本 -  0.22％，香港+ 0.19％，德国+ 0.08％，英国 -  0.23％，法国+ 0.04％。

。弱势行业：SMH，OIH  强势行业：GDXJ，GDX，GLD，SLV，IYR，TLT，FDN

。美国第一季度经济增长加速，但增长的原因是贸易逆差减少以及自2015年以来未售出商品的最大积累，这些临时因素可能在未来几个季度出现逆转。 美国商务部在周五发布的预测GDP报告中表示，第一季度国内生产总值年率增长3.2％。 政府投资增加也推动了经济增长。 但消费者和企业支出大幅放缓，住宅建筑投资连续五个季度萎缩，使报告的基调较弱。 虽然报告显示没有出现衰退，但其细节描绘了一幅经济正在放缓的图景，因为白宫1.5万亿美元减税计划的刺激措施消退，而美联储过去加息的影响依然存在。---Reuters

。特朗普说他打电话给石油输出国组织并告诉生产者组织降低油价。 WTI原油下跌2.93％。

。纽约司法部长声称，Bitfinex加密货币交易平台的运营商和Tether“stablecoin”的发行人损失了8.5亿美元，随后使用附属的稳定币运营商Tether的资金 - 即从事客户和公司资金的混合 - 秘密地弥补不足;这一消息引发了加密货币领域的大幅抛售，长期以来，Bitfinex一直被认为是支撑各种虚拟货币的机制。 --- Zero Hedge

。亚马逊（AMZN +0.37%）的每股收益为7.09美元，营收为597亿美元。据Refinitiv调查的分析师称，华尔街预计每股收益为4.72美元，营收为596.5亿美元。亚马逊目前是全球第三大最有价值的公司，仅次于微软和苹果公司.--- CNBC

。英特尔（INTC -9.44%）公布第一季度业绩强劲，但前瞻性指引疲弱。这家半导体公司报告的每股收益为89美分，高于预期的每股87美分。根据Refinitiv调查的分析师的数据，收入为160.6亿美元，高于预期的160.2亿美元。全年2019年。英特尔预计收入为690亿美元，而预计为710.5亿美元。--- CNBC

。 星巴克（SBUX -1.17%）报告第二季度收益不一。星巴克报告的每股收益为60美分，营收为63.1亿美元。根据Refinitiv的数据，华尔街预计每股收益为56美分，营收为63.2亿美元。---CNBC

。埃克森美孚（XOM -2.55%）：第一季度GAAP每股盈利0.55美元，低于预期0.13美元。营收为63.63亿美元（同比下降-6.7％），低于预期$ 3.72亿美元。---Seeking Alpha

。雪佛龙（CVX -0.59%）：第一季度GAAP每股盈利1.39美元，好于预期0.16美元。营收为352亿美元（同比下降-6.9％），低于预期3.22亿美元。---Seeking Alpha

Major Indexes Are Making All Time Highs 主要股指正创造历史新高

Major market indexes have recovered a lot from early weakness. Strong Microsoft (MSFT) and Facebook (FB ) earnings drove the Nasdaq Composite to all time high 8151.85 this morning. Consistent strength on their stock prices are likely to continue pulling the stock market higher. Weak earnings of 3M (MMM) is dragging down the Dow, however the Dow has recovered from an earlier loss of 250 points to only down 125 points now. The bench mark S&P 500 is above it's previous all time closing high of 2929.67. The positive corporate earning trend so far bode well for the to be reported earnings such as Amazon (AMZN), Alphabet (GOOGL) and Apple (AAPL) . AMZN, GOOGL and AAPL are reporting this afternoon, April 29 and April 30 respectively.  Major market indexes are on course to make all time highs.




主要市场指数从早上的疲软中恢复了很多。 强劲的微软（MSFT）和Facebook（FB）财报推动纳斯达克综合指数今早上涨至历史新高8151.85。 它们的股票价格持续走强将会继续拉高股市。 3M（MMM）疲弱的财报拖累道琼斯指数，但道指已从先前的250点跌幅回升至目前仅下跌125点。 标准普尔500指数高于之前的历史收市高点2929.67。 到目前为止，强劲的企业盈利趋势预示着亚马逊（AMZN），Alphabet（GOOGL）和Apple（AAPL）等盈利报告也会好。 AMZN，GOOGL和AAPL分别于今天下午，4月29日和4月30日出财报。 主要市场指数正走上在创历史新高之路。

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:29AM : Dow -230.70，  S&P 500 -6.62， Nasdaq +7.50, Russell 2000 -16.47, WTI crude oil-0.12%，Gold+0.26%， US dollar index-0.13%.

。Oversea markets: Shanghai-2.43%, Japan+0.48%, Hong Kong-0.86%, Germany-0.53%, UK-0.80%, France-0.61%.

。Weak sectors: SMH, IYM, OIH, FXI, XRT, XLY, XLF  Strong sectors:GDXJ, GDX, GLD, IGV, FDN

。Initial Jobless Claims +37K to 230K vs. +209K consensus, 197K prior (revised). Continuous Claims: 1.655M vs. 1.699M consensus, 1.654M prior (revised). March Durable Goods Order: +2.7% vs. +0.7% expected,-1.1% (revised from -1.6%) prior. Core Durable Goods: +0.4% vs. +0.2% expected, -0.2%prior. ---Seeking Alpha

。Microsoft shares jumped more than 3% after hours Wednesday after the company posted better-than-expected third-quarter earnings. The second largest company by market valuation, behind Apple, earned $30.57 billion in revenue during the period. That tops estimates of $29.84 billion, according to analysts surveyed by Refinitiv. Earnings per share were $1.14, higher than the $1.00 expected by analysts. ---CNBC

。Facebook （FB）reported  first-quarter earnings per share of 85 cents, which was not comparable to analysts’ estimates due to a $3 billion legal expense related to a Federal Trade Commission inquiry into Facebook’s privacy policies.Revenue came in at $15.08 billion, topping Wall Street’s $14.98 billion forecast, according to Refinitiv. Daily active users increased 8% year over year to total 1.56 billion. Average revenue per user was $6.42, beating estimates of $6.39. ---CNBC

。Tesla (TSLA): Q1 Non-GAAP EPS of -$2.90 misses by $1.96; GAAP EPS of -$4.10 misses by $2.04. Revenue of $4.54B (+33.1% Y/Y) misses by $640M. ---Seeking Alpha

。3M (MMM): Q1 Non-GAAP EPS of $2.23 misses by $0.27; GAAP EPS of $1.51. Revenue of $7.86B (-5.1% Y/Y) misses by $160M. Company cut its 2019 outlook while announcing 2K job cuts, part of restructuring moves it says will save $225M-$250M/year. ---Seeking Alpha

。Xilinx (XLNX) reported better-than-expected fourth-quarter earnings. The semiconductor company reported earnings in line with estimates at 94 cents per share. Revenue was $828 million, lower than the expected $825 million, according to Refinitiv. Xilinx’s stock is up about 64% year to date. ---CNBC





。太平洋时间上午7:49：道琼斯指数-230.70，标准普尔500指数-6.62，纳斯达克指数+7.50，罗素2000 -16.47，WTI原油-0.12％，黄金+ 0.26％，美元指数-0.13％。

。海外市场：上海 -  2.43％，日本+ 0.48％，香港 -  0.86％，德国 -  0.53％，英国 -  0.80％，法国 -  0.61％。

。弱势行业：SMH，IYM，OIH，FXI，XRT，XLY，XLF强势行业：GDXJ，GDX，GLD，IGV，FDN

。首次申请失业救济人数增加37,000至230K，而市场预期为+ 209K，之前为197K（经修订）。 持续索赔：1.655M对比1.699M共识，1.654M之前（经修订）。3月耐用品订单：+ 2.7％，预期为+ 0.7％，之前为-1.1％（从-1.6％修正）。 核心耐用品：+ 0.4％对+ 0.2％预期，之前为-0.2％  ---Seeking Alpha

。周三微软（MSFT+3.72%）股发布了好于预期的第三季度财报。市场估值排名第二的公司，仅次于苹果，在此期间的营业额为305.7亿美元。据Refinitiv调查的分析师称，好于预期的298.4亿美元。每股收益为1.14美元，高于分析师预期的1.00美元。 --- CNBC

 。 Facebook（FB +5.94%）报告第一季度每股收益为85美分，这与分析师的预测无法相比，因为联邦贸易委员会对Facebook隐私政策的调查涉及30亿美元的法律费用。营业额为150.8亿美元，高于华尔街预测的149.8亿美元，根据Refinitiv。每日活跃用户同比增长8％至15.6亿。每位用户的平均营业额为6.42美元，超过预期的6.39美元。 --- CNBC

。特斯拉（TSLA -2.56%）：第一季度非GAAP每股盈利为2.90美元，小于预期1.96美元;美国通用会计准则每股收益为4.10美元，小于预期2.04美元。 4.54亿美元（同比增长33.1％）的营业额低于6.4亿美元预期。 ---Seeking Alpha

。3M（MMM -10.91%）：非GAAP每股盈利2.23美元，小于预期0.27美元; GAAP每股收益1.51美元。 786亿美元（同比下降5.1％）的营业额低于预期1.6亿美元。公司削减了2019年的前景，同时宣布裁员2000人，其中部分重组计划将每年节省2.25亿至2.5亿美元。 ---Seeking Alpha

。Xilinx（XLNX -15.44%）公布第四季度盈利好于预期。该半导体公司的盈利每股94美分与估计相符。据Refinitiv称，营业额为8.28亿美元，低于预期的8.25亿美元。XLNX的股价今年以来上涨了约64％。 --- CNBC

AMKR Is Full Of Upside Momentum Today AMKR今天充满上升动力

Amkor Technology, Inc. (AMKR 9.52) provides outsourced semiconductor packaging and test services in the United States and internationally. The company offers turnkey packaging and test services, including semiconductor wafer bumps, wafer probes, wafer back-grinds, package design, packaging, and test and drop shipment services. Its packages employ wirebond, flip chip, copper clip, and other interconnect technologies.

。With no news, AMKR up strongly today by 5.4% with above average volume already after only 3 hours of trading. Latest news update is:  Rumors the company has been chosen as the primary supplier for Apple's (AAPL) next generation of AirPods. MacRumors reported that analyst Ming-Chi Kuo expects two new AirPod models to begin production as early as the fourth quarter.

。Call volume 2296 overwhelm put volume 1 for May 17 expiration.

。Investors.com Composite rating is a healthy 72, Accumulation/ Distribution rating is a strong B+.

。AMKR has Bollinger Band breakout buy signal.

。AMKR looks ready for a Head and Shoulder bottom breakout at neckline 9.55 and may go up and challenge 11.75. Support is 9.

Amkor Technology，Inc (AMKR 9.52) 在美国和国际上提供外包半导体封装和测试服务。 该公司提供Turnkey包装和测试服务，包括半导体晶圆凸点，晶圆探针，晶圆背面研磨，封装设计，封装以及测试和下落运输服务。 其封装采用引线键合，倒装芯片，铜夹和其他互连技术。

。在无消息的情况下，今日AMKR强劲上涨5.4％, 开市仅3小时后交易量已经高于平均水平。5月17日到期的看涨期权交易量2296张对看跌期权交易量1涨为一面倒的看涨。最新消息：传闻该AMKR已被选为Apple（AAPL）下一代AirPods的主要供应商。 MacRumors报道称，分析师Ming-Chi Kuo预计最早将在第四季度开始生产两款新的AirPod。

。Investors.com综合评级是健康的72，累积/散发评级是强劲的B +。

。AMKR有布林带突破买入信号。

。AMKR看来准备突破9.55的头肩低颈线，可能会上去挑战11.75。支撑是9。

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:29AM : Dow +7.60，  S&P 500 +0.35， Nasdaq +0.58, Russell 2000 +1.77, WTI crude oil-0.12%，Gold+0.04%， US dollar index+0.17%.

。Oversea markets: Shanghai-0.51%, Japan+0.19%, Hong Kong 0%, Germany+0.21%, UK+0.75%, France+0.12%.

。Weak sectors: OIH, EEM, FXI, IBB, SOCL, GDX, XLF  Strong sectors:XRT, IYR, TLT, SMH

。According to Bloomberg, Treasury Secretary Steve Mnuchin and Trade Rep. Robert Lighthizer will travel to Beijing on Tuesday as both sides hope to hammer out a final deal by the end of May. Talks starting next Tuesday "will cover trade issues including intellectual property, forced technology transfer, non-tariff barriers, agriculture, services, purchases and enforcement," the White House said in a statement. ---Zero Hedge

。Occidental Petroleum （OXY -2.68%）  kicked off what we imagine will become a hard-fought bidding war for Anadarko （APC +11.50%）by offering $76 a share for the company, a roughly $10 premium over Chevron's（CVX -1.63%） bid. In a letter to Anadarko's board, Occidental argued that its offer represented the better financial and strategic move for the Woodlands, Texas-based Anadarko. ---Zero Hedge

。Boein（BA +1.53%） earned an adjusted $3.16 per share for the first quarter, matching estimates, with revenue slightly below forecast. Boeing is pulling its 2019 guidance and suspending its share repurchase program due to uncertainty surrounding the grounding of its 737 MAX aircraft.---CNBC

。Caterpilla（CAT -3.13%） reported adjusted quarterly profit of $2.94 per share, beating estimates by 9 cents a share, with the heavy equipment maker’s revenue also topping forecasts.---CNBC

。Texas Instruments（TXN +1.37%）reported quarterly profit of $1.26 per share, 13 cents a share above estimates. The chipmaker’s revenue also came in above Wall Street forecasts, however the company warned that a slowdown in microchip demand may last for a few more quarters.

。Snap (SNAP -5.34%): Q1 Non-GAAP EPS of -$0.10 beats by $0.02; GAAP EPS of -$0.23. Revenue of $320.43M (+38.9% Y/Y) beats by $14.15M. ---Seeking Alpha

。AT&T (T -3.74%): Q1 Non-GAAP EPS of $0.86 in-line; GAAP EPS of $0.56. Revenue of $44.83B (+17.8% Y/Y) misses by $270M. ---Seeking Alpha

。Tech giants Facebook (FB -0.25%) and Microsoft (MSFT -0.09%)  and Tesla (TSLA -0.61%) to report earnings after market close.





。太平洋时间上午7:29：道指+7.60，标准普尔500指数+0.35，纳斯达克+0.58，罗素2000 + 1.77，WTI原油-0.12％，黄金+ 0.04％，美元指数+ 0.17％。

。海外市场：上海-0.51％，日本+ 0.19％，香港0％，德国+ 0.21％，英国+ 0.75％，法国+ 0.12％。

。弱势行业：OIH，EEM，FXI，IBB，SOCL，GDX，XLF强势行业：XRT，IYR，TLT，SMH

。据彭博社报道，美国财政部长史蒂夫·姆努钦和贸易代表罗伯特·莱希特将于周二前往北京，双方都希望在5月底之前达成最终协议。白宫在一份声明中表示，下周二开始的会谈“将涉及贸易的问题包括知识产权，强制技术转让，非关税壁垒，农业，服务，采购和执法”。 --- Zero Hedge

。Occidental石油公司（OXY -2.68%）通过向Anadarko（APC +11.50%）提供每股76美元的股票 ，比雪佛龙（CVX -1.63%）的出价高出10美元，开始我们想象的将成为Anadarko的一场激烈的竞购战。 在给Anadarko董事会的一封信中，Occidental认为其提议代表了总部位于德克萨斯州伍德兰兹的阿纳达科的更好的财务和战略举措。---Zero Hedge

。波音公司（BA +1.53%）第一季度调整后的每股收益为3.16美元，与预期相符，营业额略低于预期。由于其737 MAX飞机停飞的不确定性，波音公司撤销其2019年的指引并暂停其股票回购计划。--- CNBC

。卡特彼勒（CAT -3.13%）报告调整后每股盈利2.94美元，超过预期每股9美分，重型设备制造商的营业额也高于预期.--- CNBC

。德州仪器公司（TXN +1.37%）报告季度利润为每股1.26美元，比预期高出每股13美分。该芯片制造商的收入也高于华尔街的预期，但该公司警告说，微芯片需求放缓可能会持续几个季度。 ---CNBC

。Snap（SNAP -5.34%）：非GAAP每股亏损为-0.10美元，低于-0.12美元; GAAP每股收益 -  $ 0.23。营业额为3.2153亿美元（同比增长38.9％），超过预期1415万美元。 ---Seeking Alpha

。AT＆T（T -3.74%）：第一季度非GAAP每股盈利0.86美元与预期相同; GAAP每股收益0.56美元。营业额为44.83亿美元（同比增长17.8％），低于预期2.7亿美元。 ---Seeking Alpha

。科技巨头Facebook（FB -0.25%）和微软（MSFT-0.09%）以及特斯拉（TSLA -0.61%）在今日收盘后报告盈利。

VIX Too Low, One Big Bet, Crypto Payment In The Future, Gold Trending Down VIX太低，一大赌注，未来加密货币支付，黄金趋势下跌

It isn’t just US equities that exhibit abnormally low expected future price volatility with a CBOE VIX Index reading of just 12.4 today. Implied Volatilities (what the VIX measures) for Emerging Market bonds/stocks, precious metals, and long dated Treasuries are all at or very near 1-year lows just now. EAFE stocks, the Russell 2000 and high yield corporate bonds do show noticeably higher “VIX of” readings, due to worries over European economic growth and late-cycle concerns over access to/cost of credit to marginal borrowers. All this got us to wondering: are US large cap stocks in some sort of bubble of complacency? ---Zero Hedge

As the S&P 500 gauge of U.S. stocks heads for a record close Tuesday, at least one investor in exchange-traded funds is positioning for a bigger bull run. More than $288 million shares in the $20.1 billion Vanguard Information Technology ETF, known as VGT, crossed the tape at 11:42 a.m. in New York, lifting trading in the fund to the highest in more than three months, data compiled by Bloomberg show.---Bloomberg

On April 10th, IMF launched a tweet poll asking “How do you think you will be paying for lunch in 5 years?”. The choices include cash, cryptocurrency, a mobile phone, and bank card. The choice of Cryptocurrency received 56% of the 37,000 votes and the next choice was via mobile phone with 27%. Therefore, could IMF’s poll serve as a clue to what lies in the future: Mass Adoption of Cryptocurrencies? The potential of Crypto Payments being the main method of payments is very real.---Zero Hedge

Gold prices on Tuesday finished lower as one popular measure of the U.S. dollar teetered near a two-year high, producing headwinds for bullion.Gold for June delivery GCM9, +0.02%  declined $4.40, or 0.3%, to settle at $1,273.20 an ounce, with the commodity suffering from the lowest most-active contract settlement since Dec. 26, according to FactSet data.---Market Watch




。今日芝加哥期权交易所的VIX指数（恐慌指数）仅为12.4。不仅美国股市的预期未来价格波动异常低，新兴市场债券/股票，贵金属和长期国债的隐含波动率（VIX衡量）刚刚达到或接近1年低点。由于对欧洲经济增长的担忧以及对边际借款人获得信贷成本的后期担忧，EAFE股票，罗素2000和高收益公司债券确实显示出明显更高的“VIX”读数。所有这些让我们想知道：美国大盘股是否存在某种自满的泡沫？ --- Zero Hedge

。正当标准普尔500指数显示美国股市周二创下收盘纪录的时候，至少有一位交易所交易基金的投资者正在押注更大的股市涨幅。据彭博社汇编的数据显示，201亿美元的Vanguard信息技术ETF（称为VGT）超过2.88亿美元股票于上午11点42分在纽约交易，将该基金交易量提升至三个多月以来的最高水平。 ---彭博

。4月10日，国际货币基金组织发布了一条推文调查，询问“您认为5年后您将如何支付午餐？”。选择包括现金，加密货币，手机和银行卡。加密货币的选择在37,000张选票中占56％，下一个选择是27​​％通过的手机。国际货币基金组织的民意调查可以作为未来发展的线索：大规模采用加密货币吗？ 加密货币支付作为主要支付方式的潜力是非常真实的.--- Zero Hedge

。周二黄金价格走低，因为美元徘徊在两年高点附近，对黄金产生逆风作用。六月交割的黄金GCM9下跌4.40美元或0.3％，收于每盎司1,273.20美元，根据FactSet的数据，该商品最活跃的合约遭遇自12月26日以来最低结算价。---市场观察

Market All Time High Imminent 市场即将创历史新高

After 6 days of narrow consolidation, S&P 500 is starting to rally again. What helps are a series of better than expected corporate earning reports, strong oil prices, lower bond yields and new home sales beat expectations, up most since November 2017. Now the S&P 500 is only about 8 points (0.2%) away from historical high of 2941, with a strong NYSE Advance/Decline at 1666 breaking it is almost unavoidable. S&P 500's next target will be the even 3000 level if it breaks above 2941.

经过6天的窄幅盘整后，标准普尔500指数再次开始上升。一系列好于预期公司盈利报告，强劲的油价，较低的债券收益率和新屋销售超出预期为自2017年11月以来上升最多都有所帮助。现在标准普尔500指数仅比历史高点2941低约8点（0.2％）， 纽约证券交易所上涨/下跌股票比例为强劲的1666，突破几乎是不可避免的。如果突破2941标准普尔500指数的下一个目标是则将是整数3000水平。

TWTR Has The Best Kind Of Technical Breakout TWTR 有最强的技术突破

Twitter (TWTR 40.38)

。Twitter (TWTR)  reports Q1 beats on revenue, EPS, and surprise DAU and MAU strength.Twitter  Q1 Non-GAAP EPS of $0.37 beats by $0.22; GAAP EPS of $0.25. Revenue of $787M (+18.3% Y/Y) beats by $11.84M. ---Seeking Alpha

。FBN Securities raised price target from 40 to 45.

。Extreme low PEG of 0.50, great earning growth projected this year +336.9%.

。Investors.com Composite Rating 88, Accumulation/ Distribution B-

。Best kind of technicals: Island Reversal Up, broke out of 9 month trading range. Support 37.5, Resistances 42, 44, 48.

推特（TWTR 40.38）


。Twitter（TWTR）报告第一季度收入，每股盈利以及令人惊喜的DAU和MAU实力均有所突破。第一季度非GAAP每股盈利0.37美元，下跌0.22美元; GAAP每股收益0.25美元。 收入7.87亿美元（同比增长18.3％）超过1184万美元。 ---Seeking Alpha

。FBN证券将目标价格从40上调至45。

。极低的PEG 0.50，预计今年的盈利增长将达到336.9％。

。Investors.com综合评分88，累积/散发评分B-

。最强的技术突破：岛形反转向上，突破了9个月的交易区间。 支持37.5，阻力42, 44, 48。

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:50AM : Dow +26.10，  S&P 500 +9.87， Nasdaq +48.79, Russell 2000 +10.53, WTI crude oil+1.11%，Gold-0.64%， US dollar index+0.49%.

。Oversea markets: Shanghai-0.51%, Japan+0.19%, Hong Kong 0%, Germany+0.21%, UK+0.75%, France+0.12%.

。Weak sectors: SLV, GDXJ, GDX, EWG   Strong sectors:SOCL, FDN, IGV, XRT, PPH, XLY, IYR

。Stifel warns the "stunning" rally in semiconductor sector isn't likely to last with the index "currently ahead of itself" with no valuation levels to sustain it. Stifel doesn't see semis improving "in any material way during the 1Q19 earnings season, especially due to the deterioration in global demand indicators over the last 90 days."SunTrust thinks semis will "deliver a third (likely final) round of below-consensus guidance" in the upcoming earnings season. ---Seeking Alpha

。Cadence Design（CDN）reported better-than-expected first-quarter earnings. The software company earned $577 million in revenue, topping analyst estimates of $569 million according to Refinitiv. Adjusted earnings per share were 54 cents, beating the forecast 49 cents. Cadence Design gave guidance for second-quarter earnings per share and revenue that topped Wall Street’s estimates.---CNBC

。Shares of Whirlpool (WHR) the home appliance company’s released mixed first-quarter earnings. Whirlpool posted earnings per share of $3.11 on revenue of $4.76 billion. Wall Street estimated earnings per share of $2.86 on revenue of $4.83 billion, according to Refinitiv. ---CNBC

。Higher prices and greater demand for its premium fabric care and beauty products helped Procter & Gamble Co’s (PG) exceed analyst estimates for quarterly revenue and profit on Tuesday, even as grooming product sales were hurt by a stronger U.S. dollar. Net income attributable to the company rose to $2.75 billion, or $1.04 per share, in the quarter ended March 31. Excluding items, the company earned $1.06 per share, beating the average analyst estimate of $1.03 per share. Net sales rose 1.1 percent to $16.46 billion, beating analysts’ average estimate of $16.37 billion, according to IBES data from Refinitiv. ---Reuters

。Coca-Cola (KO): Q1 Non-GAAP EPS of $0.48 beats by $0.02; GAAP EPS of $0.38. Revenue of $8B (+5.3% Y/Y) beats by $110M.---Seeking Alpha

。Twitter (TWTR)  reports Q1 beats on revenue, EPS, and surprise DAU and MAU strength.Twitter  Q1 Non-GAAP EPS of $0.37 beats by $0.22; GAAP EPS of $0.25. Revenue of $787M (+18.3% Y/Y) beats by $11.84M. ---Seeking Alpha

。Verizon (VZ): Q1 Non-GAAP EPS of $1.20 beats by $0.04; GAAP EPS of $1.22. Revenue of $32.13B (+1.1% Y/Y) in-line. ---Seeking Alpha

。Morgan Stanley upgrades Qualcomm (NASDAQ:QCOM) from Equal-Weight to Overweight and nearly doubles the PT from $55 to $95. Analyst James Faucette says the market hasn't fully appreciated the opportunities opened with last week's global legal truce with Apple.
Faucette calls QCOM "the key enabler" of 5G and says the "range of underappreciated options outside handsets" could make this the largest semi company in the world. The analyst says the freedom to pursue new markets could provide the path to a $120 bull case. ---Seeking Alpha





。太平洋时间早上7点50分：道指+26.10，标准普尔500指数+9.87，纳斯达克指数+48.79，罗素2000 +10.53，WTI原油+ 1.11％，黄金-0.64％，美元指数+ 0.49％。

。海外市场：上海-0.51％，日本+ 0.19％，香港0％，德国+ 0.21％，英国+ 0.75％，法国+ 0.12％。

。弱势行业：SLV，GDXJ，GDX，EWG  强势行业：SOCL，FDN，IGV，XRT，PPH，XLY，IYR

。Stifel警告说，半导体行业的“惊人”涨势不太可能持续，因为该指数“目前处于领先地位”，没有估值水平来支撑它。 Stifel没有看到半导体在1Q19收益季节期间以任何重大方式改善，特别是由于过去90天全球需求指标的恶化。“SunTrust认为半导体将”提供第三轮（可能是最后一轮）在即将到来的收益季节指引低于共识“。 ---Seeking Alpha

。，Cadence Design （CDN）第一季度业绩好于预期。据Refinitiv称，该软件公司的收入为5.77亿美元，高于分析师估计的5.69亿美元。调整后每股收益为54美分，超出预期的49美分。 Cadence Design为第二季度每股收益和收入提供了指引，超过了华尔街的预期.--- CNBC

。家电公司惠而浦（WHR）第一季度业绩表现好坏参与后，惠而浦的每股收益为3.11美元，营业额为47.6亿美元。根据Refinitiv的数据，华尔街预计每股收益为2.86美元，营业额为48.3亿美元。 --- CNBC

。较高的价格和对其优质面料护理和美容产品的更大需求帮助宝洁公司（PG）在周二超过了分析师对季度收入和利润的预期，尽管受到美元走强的影响。净收入归因于美容产品销售。 截至3月31日的季度，该公司净收入上涨至27.5亿美元，即每股1.04美元。不计其它项目，该公司每股盈利1.06美元，超过分析师平均预期的每股1.03美元。 根据Refinitiv的IBES数据，净销售额增长1.1％至164.6亿美元，超过分析师平均估计的163.7亿美元。---路透社

。可口可乐（KO）：第一季度非GAAP每股收益0.48美元，好于预期0.02美元; GAAP每股收益0.38美元。营业额8B美元（同比增长5.3％）超过预期1.1亿美元.---Seeking Alpha

。Twitter（TWTR）报告第一季度收入，每股盈利以及令人惊喜的DAU和MAU实力均有所突破。非美国通用会计准则每股盈利0.37美元，好于预期0.22美元; GAAP每股收益0.25美元。 营业额7.87亿美元（同比增长18.3％）超过预期1184万美元。 ---Seeking Alpha

。Verizon（VZ）：非GAAP每股盈利1.20美元，好于预期0.04美元; GAAP每股收益1.22美元。 营业额为32.13亿美元（同比增长1.1％）。 ---Seeking Alpha

。航空航天公司联合技术公司（UTX）报告第一季度调整后每股收益1.91美元，比预期高出20美分。营业额也高于华尔街预测，该公司上调全年业绩指引.--- CNBC

。摩根士丹利将高通（QCOM）从等权重升级至超重，并将目标价从55增加至95美元。分析师James Faucette表示，市场尚未完全理解上周与苹果公司达成的全球法律休战的机会。Faucette称QCOM是5G的“关键推动因素”，并表示“手机之外未被充分认可的选择范围”可能使其成为全球最大的半导体公司。分析师称，QCOM追求新市场的自由可以为120美元的牛市提供通道。

Momentum Stock NFLX Is Alive Again 动力股票NFLX再次活跃

Netflix (NFLX 372.47)

。Earning has been released last week, both earnings and revenue beat estimates.
。Deutsche Bank upgraded from Neutral to Buy, price target raised from 360 to 400.
。Consensus price target 383 (Low 320, High 500, mostly over 400).
。Forward PE 61.28, estimated this year‘s earning growth rate 83.5％.
。Investors.com Composite Rating is 81(very healthy rating), Accumulation/Distribution rating is B ( good institution buying).
。Technicals: CCI crossing 0 buy signal , looks ready for 3 month range breakout, forming bullish Head and Shoulder Bottom pattern.  Support:360, Resistances: 380, 386, 400, 420.

Netflix（NFLX 372.47）

。NFLX已于上周公布业绩，盈利和营业额均超出预期。

。德意志银行将其从中性升级至买入，目标价格从360上调至400。

。共识价格目标383（低320，高500，大多超过400）。

。前瞻PE 61.28，估计今年的盈利增长率为83.5％。

。Investors.com综合评分为81（非常健康的评分），累积/散发评分为B（很多的机构购买）。

。技术分析：CCI向上交叉0线买入信号，看来准备作3个月的区间突破，形成看涨的头肩形态。 支撑：360，阻力：380,386,400,420。

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:50AM : Dow -59，  S&P 500 -1.04， Nasdaq -1.01, Russell 2000 -4.89, WTI crude oil+0.06%，Gold+0.06%， US dollar index+0.35%.

。Oversea markets: Shanghai-1.70%%, Japan+0.08%, Hong Kong-0.54%, Germany+0.57%, UK-0.15%, France+0.31%.

。Weak sectors: XRT, FXI, EEM, IYR, IYM   Strong sectors:OIH, FDN, IGV

。March Existing Home Sales: -4.9% to 5.210M vs. 5.300M consensus and 5.480M prior (revised).

。The United States on Monday said it will eliminate in May all waivers granted to eight economies allowing them to buy Iranian oil without facing U.S. sanctions, as it ratcheted up pressure to choke off all oil revenues of the Islamic Republic. ---Reuters

。Money managers boosted optimistic wagers on West Texas Intermediate crude to the highest since October in the week ended April 16, according to government data released Friday. Total long and short positions swelled to the most in six months, a sign the rally is luring back investors after 2018’s late-year crash. The U.S. benchmark has jumped about 40 percent this year.---Bloomberg

。Noted analyst Ming-Chi Kuo says Apple (AAPL +0.37%) will release a 5G iPhone next year with modems from Qualcomm (QCOM +1.93%) and Samsung. The analyst thinks the 5G model will spur upgrades and purchases. Kuo forecasts total iPhone unit shipments to reach 188M to 192M in 2019 and 195M to 200M in 2020.

。Evercore downgrades Tesla to underperform from in-line, and slashes its 12-month price target for Tesla to $240 a share from $330. Evercore analyst Arndt Ellinghorst says Tesla is faced with more competition, lower U.S. tax credits and an “aging” product lineup. ---CNBC

。 At $25B market capitalization, Barron's notes that Sportify valuation exceeds the annual revenue of the entire global recorded-music industry, meaning bulls are betting on SPOT being the next Netflix and "outmaneuvers all the tech giants." Concerns include: fierce competition from competitors such as Apple, Google, and Amazon; pushback from artists who complain about how little they get from the deal; some labels who invested in Spotify have sold some or all of their stakes and are not going to cave-in in future negotiations the way they did in 2016-2018.---Seeking Alpha




。太平洋时间早上7点50分：道指-59，标准普尔500指数-1.04，纳斯达克指数-1.01，罗素2000 -4.89，WTI原油+ 0.06％，黄金+ 0.06％，美元指数+ 0.35％。

。海外市场：上海 -  1.70 %%，日本+ 0.08％，香港 -  0.54％，德国+ 0.57％，英国 -  0.15％，法国+ 0.31％。

。弱势行业：XRT，FXI，EEM，IYR，IYM  强势行业：OIH，FDN，IGV

。3月成屋销售：-4.9％至5.210M，而预期为5.300M，之前为5.480M（经修订）。

。美国周一表示，将在5月份取消所有允许8个国家在不面临美国制裁的情况下购买伊朗石油的豁免。美国将增加了扼杀伊朗伊斯兰共和国所有石油收入的压力。 ---路透社

。根据周五公布的政府数据，基金经理将西德克萨斯中质原油的乐观投注提高至截至4月16日当周10月以来的最高水平。总的多头和空头头寸六个月来涨幅最大，这表明在2018年的年末大跌之后，涨势正在吸引投资者。今年美国基准原油上涨了约40％.---彭博社

。值得注意的分析师Ming-Chi Kuo表示，苹果（AAPL + 0.37％）将于明年发布5G iPhone，其中包括高通（QCOM + 1.93％）和三星的modem 芯片。 分析师认为5G型号将刺激iPhone升级和购买。 Kuo预测2019年iPhone手机总出货量将达到1.88亿至1.92亿，2020年将达到1.95亿至2亿。

。Evercore将特斯拉（TSLA －3.76%）的评级从市场表现下调至表现不佳，并将特斯拉的12个月目标价格从330美元下调至每股240美元。Evercore分析师Arndt Ellinghorst表示，特斯拉面临更多竞争，更低的美国税收抵免和“老龄化”的产品阵容。 --- CNBC

。在市值为250亿美元的情况下，Barron指出，Sportify （SPOT 3.78%） 的估值超过了整个全球唱片行业的年收入，这意味着多头认为SPOT将成为下一个Netflix并且会“战胜所有科技巨头”。问题包括：来自Apple，Google和亚马逊等竞争对手的激烈竞争;那些抱怨他们从交易中得不到多少好处的艺术家的反击;投资Spotify的一些品牌已经出售部分或全部股权，并且他们在未来的谈判中不会像2016-2018那样中容易妥协.---Seeking Alpha

ZAYO： Takeover Imminent？ ZAYO：随时被收购？

Zayo Group Holdings, Inc., (ZAYO 31.92)through its subsidiaries, provides bandwidth infrastructure solutions for the communications industry in the United States, Canada, and Europe. The company operates in six segments: Fiber Solutions, Transport, Enterprise Networks, Zayo Colocation (zColo), Allstream, and Other.Zayo Group Holdings, Inc.

。A takeover of Zayo Group (ZAYO) is coming anytime now, Craig-Hallum says, noting the involvement of activist investors Starboard Value combined with fiber assets that will be valuable for 5G deployment. ---Seeking Alpha

。ZAYO appears to be pondering about its potential takeover by a private-equity consortium which includes Digital Colony Partners, EQT and Stonepeak Infrastructure Partners. The fiber optic bandwidth infrastructure company could be a few days away from this talk-of-the-town transaction, with a price that is expected to touch $38.50 per share. ---Zacks Equity Research

。A consortium including investment firms Digital Colony Partners LP, EQT AB and Stonepeak Infrastructure Partners has secured exclusive rights to negotiate a deal to buy U.S. communications infrastructure provider Zayo Group Holdings Inc, people familiar with the matter said on Wednesday. After rejecting multiple offers from private equity bidders over the last few months, Zayo agreed to negotiate with the consortium exclusively after it received an offer it deemed attractive enough, the sources said. The exact offer could not be learned, but sources said it would value Zayo at between $8 billion and $9 billion, excluding $5.9 billion in long-term debt. The consortium is in the process of finalizing debt financing for its bid, the sources added.---Reuters

。Fundamentals: Forward PE 42.22, this year's EPS growth rate 46.80. Price to Sales 2.89, Price to Book Value 6.38.

。Technical: ZAYO is above its 20, 50 and 200 moving averages, all trends are up. It has been consolidating near near term high with no significant pull back and look ready to break up again.
Supports:31, 30, Resistances: 32.48, 35

Zayo Group Holdings，Inc。（ZAYO 31.92）通过其子公司为美国，加拿大和欧洲的通信行业提供 宽基础设施解决方案。该公司分为六个部门：光纤解决方案，运输，企业网络，Zayo主机托管（zColo），Allstream和其他.Zayo Group Holdings，Inc。


。Craig-Hallum说收购Zayo集团（ZAYO）现在随时都会到来，并指出激进投资者Starboard Value的参与以及对5G部署有价值的光纤资产都在推动收购。 ---Seeking Alpha

。ZAYO似乎在考虑其私募股权财团的潜在收购，其中包括Digital Colony Partners，EQT和Stonepeak Infrastructure Partners。疯传此光纤宽带基础设施公司被收购距离现在只有几天的时间，价格预计将达到每股38.50美元。 --- Zacks Stock Research

。知情人士周三表示，包括投资公司Digital Colony Partners LP，EQT AB和Stonepeak Infrastructure Partners在内的财团已获得谈判购买美国通信基础设施提供商Zayo Group Holdings Inc的交易的独家权利。消息人士表示，在过去几个月多次拒绝私募股权投标后，Zayo同意在收到其认为足够吸引力的条件之后与该财团进行谈判。确切的报价无法获得，但消息人士称，Zayo估值在80亿至90亿美元之间，不包括59亿美元的长期债务。消息人士补充说，该财团正在为其竞标完成债务融资.---路透社

。基本面：前瞻市盈率 42.22，今年的EPS增长率为46.80。价格对销售2.89，价格对账面价值6.38。

。技术分析：ZAYO价位高于20,50和200均线，所有趋势都在上涨。它一直在近期高位盘整，没有明显的回调，并准备好再次向上突破。支撑:31, 30, 阻力: 32.48, 35

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:45AM : Dow +32.80，  S&P 500 -4.42， Nasdaq -33.05, Russell 2000 -9.04, WTI crude oil+0.06%，Gold+0.06%， US dollar index+0.35%.

。Oversea markets: Shanghai-0.40%, Japan-0.84%, Hong Kong-0.54%, Germany+0.36%, UK-0.24%, France+0.30%.

。Weak sectors: IBB, PPH,  IGV, FDN, EEM, IYM Strong sectors:TLT, UUP

。Sales at U.S. retailers surged in March by the most in a year and a half, the latest in a string of reports suggesting the economy is firming up after a soft spell of growth earlier in the year. Retail sales soared 1.6% last month, the government said Thursday. Economists polled by MarketWatch expected sales to climb 1.1%. ---Market Watch

。April U.S. PMI Composite Flash: 52.8 vs. 54.3 consensus 54.3 prior.
Manufacturing PMI 52.4 vs. 52.2 consensus, 52.5 prior. Services PMI 52.9 vs. 55.0 consensus, 54.8 prior. ---Seeking Alpha

。Initial Jobless Claims -5K to 192K vs. +206K consensus, 197K prior (revised).Continuous Claims: -63K to 1.653M vs. 1.720M consensus, 1.716M prior (revised). ---Seeking Alpha

。The eurozone composite purchasing managers index for April fell to 51.3, from 51.6 in March, below the analysts’ expectation for 51.8. A reading above 50 indicates an increase in economic activity. ---Market Watch

。MKM Partners says expectations for an H2 recovery for memory-related semi names remains "on track" despite a challenging demand environment. Analyst Ruben Roy believes "profitability metrics are likely to bottom by the end of the first half of the calendar year."Roy sees long-term market share gains for Micron (MU -0.79%) and expects the valuation multiple to continue to expand as visibility keeps improving. Roy maintains his Buy rating and $50 PT on Micron.---Seeking Alpha

。Citi believes after the earnings boost, Morgan Stanley’s (MS -1.06%)stock is in line with its target and has little room to go up. The bank downgrades Morgan Stanley to neutral from buy. “Though we believe MS has very high quality franchises and has the potential to continue to gain market share, we’d rather be on the sidelines in the near-term,” Citi analyst Keith Horowitz say. ---CNBC

。American Express （AXP +1.11%） — The financial services company earned an adjusted $2.01 per share for the first quarter, 2 cents a share above estimates. Revenue came in below Wall Street forecasts, however. American Express also reiterated its 2019 guidance. ---CNBC

。TSMC(TSM +1.13%) — The company formerly known as Taiwan Semiconductor reported its biggest profit decline in more than seven years during the first quarter. The world’s largest contract chipmaker earned just under $2 billion, nearly 32% less than a year earlier. ---CNBC

。Honeywell （HON +2.73%）earned $1.92 per share for the first quarter, compared to the consensus estimate of $1.83 a share. Revenue beat estimates as well, with Honeywell seeing strong demand for its aerospace products. The company also raised its full-year forecast.---CNBC

。Canopy Growth (CGC +8.47%) has agreed to acquire Acreage Holdings (OTCQX:ACRGF) for $300M in cash plus 0.5818 CGC common shares for each Acreage subordinate voting share representing a total transaction value of ~$3.4B. The parties will execute a licensing agreement granting Acreage access to CGC's line-up of brands, including Tweed and Tokyo Smoke, along with other intellectual property. Acreage owns or has service agreements in place for cannabis licenses in 20 states, including 87 dispensaries and 22 cultivation and processing sites.--- Seeking Alpha






。太平洋时间早上7点45分：道指+32.80，标普500 -4.42，纳斯达克-33.05，罗素2000 -9.04，WTI原油+ 0.06％，黄金+ 0.06％，美元指数+ 0.35％。

。海外市场：上海-0.40％，日本-0.84％，香港-0.54％，德国+ 0.36％，英国-0.24％，法国+ 0.30％。

。弱势行业：IBB，PPH，IGV，FDN，EEM，IYM 强势行业：TLT，UUP

。3月份美国零售商的销售额增长为一年半以来最快，，这是一系列报告中的最新报告显示经济在经历了今年早些时候的温和增长之后正在坚挺。政府周四表示，上个月零售额飙升1.6％。 MarketWatch调查的经济学家预计销售额将增长1.1％。 ---Market Watch

。4月份美国采购经理人指数综合报告为52.8，低于预期及之前的54.3。制造业PMI为52.4，好于52.2共识，之前为52.5。服务业PMI 52.9对55.0预期，先前为54.8。 ---Seeking Alpha

。首次申请失业救济人数为-5K至192K，对+ 206K共识，197K之前（经修订）。持续申请：-63K至1.653M对.720M共识，1.716M之前（经修订）。 ---Seeking Alpha

。4月份欧元区综合采购经理人指数从3月份的51.6降至51.3，低于分析师预期的51.8。读数高于50显示经济活动增加。 ---Seeking Alpha

。MKM Partners表示，尽管需求环境充满挑战，但与内存相关的半半导体公司下半年恢复的预期仍然“正常”。分析师Ruben Roy认为，“盈利能力指标很可能会在上半年结束时触底。”罗伊看到美光（MU -0.79%）的长期市场份额增长，并预计随着能见度不断提高，估值股价倍数将继续扩大。罗伊维持他的买入评级和美光的50美元目标价。---Seeking Alpha

。花旗认为，在盈利增长之后，摩根士丹利（MS -1.06%）的股票价格符合其目标并且几乎没有上涨的空间。该银行将摩根士丹利评级从买入下调至中立。 “虽然我们认为MS拥有非常高质量的特许经营权并且有可能继续获得市场份额，但我们宁愿在短期内保持观望，”花旗分析师Keith Horowitz表示。 --- CNBC

。美国运通（AXP +1.11%） - 金融服务公司第一季度每股收益调整后为2.01美元，比预期高出2美分。然而，营业额低于华尔街的预测。美国运通也重申其2019年的指导意见。 --- CNBC

。台积电（TSM +1.13%） - 前身为台湾半导体的公司报告称其第一季度利润为七年下跌最多。这家全球最大的合约芯片制造商的营业额不到20亿美元，比一年前减少了近32％。 --- CNBC

。Honeywell （HON +2.73%）第一季度每股收益1.92美元，而市场普遍预期为每股1.83美元。营业额超过预期，Honeywell航空航天产品的需求强劲。该公司还提高了全年预测.--- CNBC

。Canopy Growth（CGC +8.47%）已同意以每股3亿美元的现金收购Acreage Holdings（OTCQX：ACRGF）以及每股Acreage附属投票权股份的0.5818股CGC普通股，总交易价值约为34亿美元。 双方将签署许可协议，授权Acreage采用CGC的品牌阵容，包括Tweed和Tokyo Smoke，以及其他知识产权。 Acreage在20个州拥有或签订了大麻许可证，包括87个药房和22个种植和加工场所.---Seeking Alpha

Qualcom Will Likely Continue To Run 高通继续上扬的机会大

Qualcom (QCOM 78.36)


。Apple and Qualcom agree to settle all litigations worldwide. Analyst covering the chipmaker universally applauded the settlement, which Qualcomm said will add $2.00 of incremental earnings per share to its 2020 financial results, and at least three brokers upgraded their ratings on the stock.
JP Morgan: Overweight, target 88,  Stifel:Buy, target 100, Cowen:Outperform, target 91.

。Cowen analyst Mathew Ramsy: The agreement “removes a massive overhang on Qualcomm shares” , adding that after Tuesday’s 23 percent rally, shares remain undervalued. Cowen sees significant value entering a period of 5G volume shipments with $2.00 of incremental EPS now expected that doesn’t include Huawei, and a run rate of $7.00 earnings per share in 2021, which should help the stock outperform.

。Forward PE 16.2.

。Technical: QCOM surged above 10 year high on huge volume provides tremendous upward momentum. Pull back likely be shallow. Support is 75, resistance 91 (1.618 fibonacci extension).

。QCOM may rally towards earning on May 1 and US-China trade settle should also be big push for the stock.

高通 (QCOM 78.36)

。Apple和Qualcom同意解决全球所有诉讼。覆盖该芯片制造商的分析师普遍赞同该和解协议，高通公司表示将在其2020年财务业绩中增加每股2.00美元的增量收益，并且至少有三家经纪商提升了对QCOM的评级。摩根大通：增持，目标88，Stifel：买入，目标100，Cowen：跑赢大盘，目标91。

。Cowen分析师Mathew Ramsy：该协议“消除了对高通股票的巨大负面阴霾”，并补充称，在周二23％的反弹后，股价仍被低估。Cowen认为进入5G大量出货有重要价值，现在预计增量每股盈利2.00美元，不包括华为，2021年每股盈利将达到7.00美元，这将有助于该股跑赢大盘。

。前导PE 16.2。

。技术上看好：QCOM飙升至10年以来的巨大成交量，提供了巨大的上行动力。拉回幅度可能会很浅。支持是75，阻力91（1.618斐波纳契延伸）。

。QCOM可能会在5月1日财报前继续上升，而中美贸易协议将对QCOM会有大帮助。