Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:36AM : Dow +220，  S&P 500 +21.13， Nasdaq+60.19, Russell 2000 +15.33, WTI crude oil +1.20%，Gold-0.22%， US dollar index-0.22%.

。Oversea markets: Shanghai +2,58%, Japan+1.43%, Hong Kong+1.75%, Germany+1.34%, UK +0.59%, France+0.82%.

。Weak sectors: TLT, GDXJ, GDX,IYR  Strong sectors: OIH, XLF, SMH, IYM, EEM, FXI, EWG

。The markets took heart after China’s official purchasing managers’ index (PMI) released on Sunday showed factory activity unexpectedly grew for the first time in four months in March. A private business survey, the Caixin/Markit PMI, released on Monday also showed the manufacturing sector in the world’s second biggest economy returning to growth. If sustained, the improvement in business conditions could indicate that manufacturing is on a path to recovery, easing fears that China could slip into a sharper economic downturn.---Reuters

。Japan’s business mood slumped to a two-year low in the March quarter, a central bank survey showed, underscoring concerns that Sino-U.S. trade tensions and softening global demand were taking a toll on the export-reliant economy.--- Reuters

。US PMI Manufacturing Index 52.4 vs. 52.5 consensus, 53.0 prior. March ISM Manufacturing Index: 55.3 vs. 54.2 consensus, 54.2 prior.---Seeking alpha

。Sales at U.S. retailers fell in February for the second time in three months in another sign of a slowdown infecting broad swaths of the economy early in the new year.  Retail sales dropped 0.2% last month, hurt in part by a severe cold spell across the country. Economists polled by MarketWatch expected sales to climb 0.3%. ---Market Watch

。Sterling took its latest knock after British lawmakers rejected Prime Minister May’s Brexit deal for a third time on Friday, sounding its probable death knell and leaving the country’s withdrawal from the European Union in turmoil. --- Reuters

。Oppenheimer raises its Amazon AMZN) price target from $1,975 to $2,085 citing a model revision to include AI's impact on cloud adoption. ---Seeking alpha

。Longbow Research says Micron (MU) and Western Digital (WDC) could continue to struggle amid weak DRAM pricing with contract prices in a "free fall in March," accelerating more than expected from the prior month. Longbow maintains Neutral ratings on MU and WDC. ---Seeking Alpha





太平洋时间早上7:36：道指+220，标准普尔500指数+21.13，纳斯达克指数+ 60.19，罗素2000 +15.33，WTI原油+ 1.20％，黄金-0.22％，美元指数-0.22％。

。海外市场：上海+ 2,58％，日本+ 1.43％，香港+ 1.75％，德国+ 1.34％，英国+ 0.59％，法国+ 0.82％。

。弱势行业：TLT，GDXJ，GDX，IYR  强势行业：OIH，XLF，SMH，IYM，EEM，FXI，EWG

。在周日公布的中国官方采购经理人指数（PMI）显示工厂活动3月份是四个月内首次意外增长之后，股票市场欢欣。周一公布的财新/ Markit PMI私人商业调查显示，全球第二大经济体制造业恢复增长。如果持续下去，商业环境的改善可能表明制造业正在走上复苏之路，从而缓解了中国可能陷入更加严重的经济衰退的担忧.---路透社

。央行调查显示，日本的商业情绪在3月季度跌至两年来的低点，这突显出中美贸易紧张局势和全球需求疲软对出口依赖型经济造成影响的担忧.---路透社

。3月美国PMI制造业指数为52.4，市场预期为52.5，之前为53.0。 3月ISM制造业指数：55.3对54.2共识，之前为54.2.---Seeking Alpha

。2月份美国零售商的销售额在三个月内第二次下降，这是新一年早些时候经济增长放缓的另一个迹象。2月零售额下降0.2％，部分受到全国严重寒流的影响。 MarketWatch调查的经济学家预计销售额将增长0.3％。 ---Market Watch

。在英国国会议员周五第三次拒绝英国首相梅的脱欧协议后，英镑在急跌，令人担忧该国会在动荡中退出欧盟。 ---路透社

。苹果（AAPL -0.67%）已经将在中国产品的价格降低了近6％。苹果公司的销售额在中国下降，导致2018年第四季度的收入低于预期。苹果公司降低了中国几款产品的价格，包括iPhone，iPad和AirPods。

。Oppenheimer将亚马逊（AMZN +1.23%）的价格目标从1,975美元上调至2,085美元，理由是模型修订包括AI对云采用的影响。 ---Seeking Alpha

。Longbow研究表示，美光（MU +1.57%）和西部数据（WDC+2.12%）可能继续在DRAM价格疲软的情况下挣扎，合约价格在3月份“无支撑下跌”，加速超过上个月的预期。Longbow对MU和WDC保持中立评级。 ---Seeking alpha