Tuesday, April 9, 2019

Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:33AM : Dow -178.30,  S&P 500 -13.29, Nasdaq -13.79, Russell 2000 -7.95, WTI crude oil -0.57%,Gold +0.48%, US dollar index-0.15%.

。Oversea markets: Shanghai -0.16%, Japan-0.19%, Hong Kong+0.27%, Germany-0.75%, UK -0.44%, France-0.48%.

。Weak sectors: OIH, SMH, XLF, IYM, IBB   Strong sectors:GLD, TLT, GDXJ, GDX

。The IMF expects the world economy to grow by 3.3% in 2019, down from 3.5%. Trade tensions and the potential for tighter monetary policy are among the risks cited by the fund. "The balance of risks remains skewed to the downside," the IMF says. "Failure to resolve differences ... would lead to higher costs of imported intermediate and capital goods and higher final goods prices for consumers." ---CNBC

。The White House is proposing new tariffs on imports from the European Union in response to the bloc’s subsidies of Airbus SE which have been the subject of a very long-running dispute at the World Trade Organisation. At $11 billion, the value of targeted imports is much smaller than U.S. actions against China and the proposal wouldn’t be implemented until after the WTO’s final ruling on the Airbus case this summer. For its part, the EU is preparing retaliatory tariffs against the U.S. over subsidies to Boeing Co. and the timing of the moves are important. The EU is in the final stages of setting its mandate for negotiations with the U.S. while the euro area’s economy is sputtering -- further pressure from the Trump administration is likely to sour sentiment in the region. ---Bloomberg

。A recent survey of 8,000 teens by Piper Jaffray shows Apple's(AAPL +1.29%) place as the dominant device brand among teens "remains well intact," analyst Michael Olson said in a note to investors on Monday. The analyst reiterated his overweight rating on Apple shares with a $201 price target. ---CNBC

。Morgan Stanley is reiterating its bull stance on Facebook (FB +1.96%), raising its target and looking to increasing monetization (including from the company's messaging service). The firm boosted its target to $195 from $190, implying 11.5% upside. Shares are up 0.6% premarket. ---Seeking Alpha

。Bullish on Star Wars and its streaming service launch, Cowen has upgraded Disney (DIS +1.15%) to Outperform from Market Perform and upped its PT to $131 from $102.---Seeking Alpha

。RBC raises its Western Digital (WDC -1.96%) price target from $55 to $60 citing the underappreciated NAND value replacement cost. ---Seeking Alpha

。PerkinElmer (PKI+1.46%)was upgraded to "buy" from "neutral" at Goldman Sachs, with the life sciences company's stock also added to Goldman's "Conviction Buy" list. Goldman thinks PerkinElmer's growth will accelerate beyond the Street's consensus estimates. ---CNBC

。The New Era Beverage (NBEV -12%) is down today after more than 4 times average volume yesterday and 38% surge yesterday. NBEV and Wal-Mart expand the Marley brand distribution agreement. The national agreement is the company's first agreement. Three flavors of organic Paraguay drinks Marley Mate, Be Jammin'Berry, Ya Mon Mint and Jamaican Me Mango will be available at Wal-Mart stores in early April. ---Seeking Alpha






。太平洋时间早上7:33:道指-178.30,标准普尔500 -13.29,纳斯达克-13.79,罗素2000 -7.95,WTI原油-0.57%,黄金+ 0.48%,美元指数-0.15%。

。海外市场:上海-0.16%,日本-0.19%,香港+ 0.27%,德国-0.75%,英国-0.44%,法国-0.48%。

。弱势行业:OIH,SMH,XLF,IYM,IBB 强势行业:GLD,TLT,GDXJ, GDX

。国际货币基金组织预计,2019年世界经济将增长3.3%,从3.5%下调下来。贸易紧张局势和收紧货币政策的可能性是该基金所引用的风险之一。国际货币基金组织表示,“风险平衡仍然偏向下行。” “未能解决分歧......将导致进口中间产品和资本货物的成本增加,以及消费者的最终产品价格上涨。” --- CNBC

。白宫正在提议对欧盟的进口产品实施新的关税,以应对欧盟对空中客车公司的补贴,这些补贴一直是世界贸易组织长期争议的主题。 110亿美元的目标进口价值远低于美国针对中国的行动,该提案将在世贸组织今年夏天对空客案件的最终裁决之后才能实施。 就其本身而言,欧盟正在准备对波音公司提供对波音公司补贴的报复性关税,而这些举措的时机非常重要。 欧盟正处于与美国谈判的最后阶段,而欧元区的经济正在肆虐 - 特朗普政府的进一步压力可能会削弱该地区的情绪。---Bloomberg

。Piper Jaffray最近对8,000名青少年进行的调查显示,苹果公司(AAPL +1.29%)在青少年中占主导地位的设备品牌的地位“依然完好无损”,分析师迈克尔奥尔森周一在给投资者的一份报告中表示。 该分析师重申了对苹果股票的超重评级,目标价为201美元。--- CNBC

。摩根士丹利重申其对Facebook(FB +1.96%)的看法,提高其目标并寻求增加利润化(包括来自该公司的消息服务)。该公司将其目标从190美元上调至195美元,意味着11.5%的上行空间。 ---Seeking Alpha

。看好星球大战及其流媒体服务,Cowen将迪士尼(DIS +1.15%)从市场表现升级至优于大市,并将其目标价从102美元上调至131美元.---Seeking Alpha

。RBC将西部数据(WDC -1.96%)的目标股价从55美元上调至60美元,理由是未被充分考虑的NAND价值成本置。 ---Seeking Alpha

。调高从PerkinElmer (PKI +1.46%)评级从“中性”到“买入”,这家生命科学公司的股票也加入了高盛的“强力购买”名单。高盛认为PerkinElmer的增长速度将超出华尔街的预期。 --- CNBC

。新时代饮料(NBEV -12%)经昨日已超过4倍成交量大升38% 后今日回落。NBEV与沃尔玛扩大Marley品牌分销协议。 该全国性协议是该公司的第一份协议。三种口味的有机巴拉圭饮料Marley Mate,Be Jammin'Berry,Ya Mon Mint和Jamaican Me Mango将于4月初在沃尔玛商店上市。---Seeking alpha

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