Wednesday, April 17, 2019

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:37AM : Dow -10.50,  S&P 500 -0.42, Nasdaq +10.07, Russell 2000 -10.13, WTI crude oil+0.06%,Gold -0.05%, US dollar index-0.05%.

。Oversea markets: Shanghai+0.29%, Japan+0.25%, Hong Kong-0.02%, Germany+0.60%, UK+0.02%, France+0.62%.

。Weak sectors: IBB, PPH, IYR, IGV, FDN  Strong sectors:SMH, EWG, OIH, EEM, FXI

。China's Q1 GDP, the print came in one tenth above expectations at 6.4% yoy while all of the March activities indicators followed on the upside with industrial production surging at + 8.5% yoy (vs. 2014. Retail sales printed at + 8.7% yoy (vs. + 8.4% expected), YTD fixed assets ex rural came in line with consensus at + 6.3%. ---ZeroHedge

。February international trade:-$ 49.4B vs.-$ 53.6B consensus and-$ 51.1B prior (unrevised) .Imports: $ 259.1B. Exports: $ 209.7B. ---Seeking Alpha

。Apple (AAPL +1.05%) and Qualcomm (QCOM +9.6%) agree to dismiss all litigation worldwide in a settlement that involves Apple paying QCOM. The companies also reached a six-year license agreement, effective April 1, with two one-year option periods plus a multiyear chipset supply agreement. Update: In a regulatory filing related to the agreement, Qualcomm reveals it expects incremental EPS of about $2 as product shipments ramp.---Seeking Alpha

。Netflix Inc (NFLX -0.26%)gave a weak forecast on Tuesday that unnerved investors just as Walt Disney Co and others prepare to escalate Hollywood's streaming video wars, although the company's quarterly results beat Wall Street targets. Netflix predicted it would pick up 5 million new streaming subscribers from April through June. That was below the 5.48 million consensus of industry analysts surveyed by FactSet.---Reuters

。International Business Machines Corp(IBM -2.82%) forecast full-year revenue below estimates after reporting a bigger-than-expected drop in first-quarter revenue on Tuesday, hurt by tapering demand for its latest mainframe computers and a stronger dollar. The company forecast 2019 adjusted operating profit to Be a cent below analysts' expectation of $13.91 per share. ---Reuters

。CSX Corp(CSX +5.10%)  on Tuesday reported a quarterly profit that topped Wall Street's target, after the No. 3 US railroad operator pushed through price increases and contained labor and fuel costs by running fewer, but longer trains. CSX's first-quarter net income rose 20 percent to $834 million, or $1.02 per share. Analysts had expected a profit of 91 cents per share, according to Refinitiv IBES data. Revenue was up 5 percent to $3.01 billion, driven by merchandise volume growth and broad-based pricing gains, while expenses declined 2 Percent from the year earlier to $1.79 billion.---Reuters

。Morgan Stanley (MS +2.66%): Q1 Non-GAAP EPS of $ 1.33 beats by $ 0.16; GAAP EPS of $ 1.39. Revenue of $ 10.29 B (-7.1% Y / Y) beats by $ 330 M. ---Seeking Alpha

。PepsiCo ( PEP +3.04%): Q1 Non-GAAP EPS of $ 0.97 beats by $ 0.04; GAAP EPS of $ 1.00. Revenueof $ 12.88B (+ 2.5% Y / Y) beats by $ 200M. ---Seeking Alpha





太平洋时间早上7:37:道指-10.50,标准普尔500 -0.42,纳斯达克+10.07,罗素2000 -10.13,WTI原油+ 0.06%,黄金-0.05%,美元指数-0.05%。

。海外市场:上海+ 0.29%,日本+ 0.25%,香港0.02%,德国+ 0.60%,英国+ 0.02%,法国+ 0.62%。

。弱势行业:IBB,PPH,IYR,IGV,FDN强势行业:SMH,EWG,OIH,EEM,FXI

。中国第一季度GDP比预期高出预期的十分之一,同比增长6.4%,而3月份所有活动指标均上升,工业生产同比增长8.5%(与2014年相比)。零售额同比增长8.7%(与预期的+ 8.4%相比)年初至今的农村固定资产符合预期,为+ 6.3%.-- ZeroHedge

。2月国际贸易: -  49.4亿美元对-53.6亿美元的共识和之前的-51.1亿美元(未经修订)。进口:259.1亿美元。出口:209.7亿美元。 ---Seeking Alpha

。Apple(AAPL + 1.05%)和Qualcomm(QCOM +9.6%)同意撤回全球所有诉讼并涉及Apple支付QCOM的和解协议。两家公司还达成了一项为期六年的许可协议,该协议于4月1日生效,有两个为期一年的期权期限和一个多年的芯片组供应协议。在与该协议相关的监管文件中,高通公司表示,随着产品出货量的增加,预计增量每股收益约为2美元.---Seeking Alpha

。周二Netflix公司(NFLX -0.26%)发出了一个疲软的预测,就像沃尔特迪斯尼公司和其他公司准备升级好莱坞的流媒体视频大战一样令投资者感到不安,尽管该公司的季度业绩超过了华尔街的目标。 Netflix预计,从4月到6月,它将吸引500万新的流媒体用户。低于FactSet调查的行业分析师548万的共识.---路透社

。国际商业机器公司(IBM -2.82%)预计全年收入低于预期,此前该公司报告第一季度收入下降幅度大于预期,受到其最新大型计算机需求减少和美元走强的影响。该公司预测2019年调整后的营业利润将低于分析师预期的每股13.91美元1美分。 ---路透社

。CSX公司(CSX +5.10%)周二公布季度利润超过华尔街的预期,此前美国第三大铁路运营商推动价格上涨并通过减少班次及更长的列车来控制劳动力和燃料成本。 CSX第一季度净收入增长20%至8.34亿美元,或每股1.02美元。根据Refinitiv IBES的数据,分析师此前预计每股盈利91美分。由于商品销量增长和广泛的定价增长,营业额增长了5%,达到30.1亿美元,而费用则从去年同期下降2%至17.9亿美元.---路透社

。摩根士丹利(MS +2.66%):非GAAP每股盈利1.33美元,好于预期0.16美元; GAAP每股收益1.39美元。营业额102.9亿美元B(-7.1%Y / Y)超过预期3.3亿美元.---Seeking Alpha

。百事公司(PEP +3.04%):非公认会计准则第一季度每股盈利0.97美元,好于预期0.04美元; GAAP每股收益1.00美元。营业额是12.88亿美元(同比增长2.5%)超过预期2亿美元。 ---Seeking Alpha

No comments:

Post a Comment