Morning Market News Digest And Comments 早盘市场新闻摘要与评论

Pacific Time 7:39 AM : Dow +3.7，  S&P 500+6.23， Nasdaq+41.71， Russell 2000 -2, WTI crude oil-0.70%，Gold+0.33%， US dollar index+0.13%.

Oversea markets: Shanghai-0.69%, Japan -0.59%, Hong Kong -1.50, Germany+0.47%, UK+0.94%, France+1.07%.

Weak sectors: XLF, XRT,  OIH   Strong sectors:SOCL, EWG, IGV, SMH, FDN, FXI, IBB

US stock market opened down due to weak retail sales reports from both China and US.  However major market indexes rallied and turned positive after the news of administration plans to delay auto tariffs buy 6 months. Dow at one point dropped below it's 200 day moving average 25422 and has now recovered. This level is critical to hold, Dow may drop to 24790 if not. S&P 500 and Nasdaq Composite will likely get drag down if Dow fail to hold 25422. So Dow 25422 is still the level to watch today and it may still be retested today. The support levels for S&P 500 and Nasdaq Composite are their 200 day moving averages at 2775 and 7530 respectively.

。The Trump administration plans to delay auto tariffs by up to six months, stopping itself for now from further widening global trade conflicts, four sources told CNBC. ---CNBC

。China's Retail sales rose just 7.2% (against +8.7% in March) - lowest since May 2003 (the 7.2% year-on-year rise in retail sales is actually weaker than all the estimates. The lowest was 7.5%, and the median was 8.6%). Industrial Production growth slumped from a hope-filled +6.5% YTD YoY in March to 6.2%. Fixed Asset Investment slowed to just 6.1% YoY. ---Zero Hedge

。Sales at U.S. retailers fell in April for the second time in three months, a sign that Americans are exercising more caution over how much they spend with the economy facing more headwinds. Retail sales dropped 0.2% last month, the government said Wednesday. Sales declined in most major segments including autos, home centers and Internet stores. Economists polled by MarketWatch expected sales to climb 0.1%.---Market Watch

。Industrial production fell 0.5 percent in April, and the rates of change for previous months were revised down on net. Output is now reported to have declined 1.9 percent at an annual rate in the first quarter. Manufacturing production moved down 0.5 percent in April after being unchanged in March.

。Alibaba (BABA): Q4 Non-GAAP EPS of $1.28 beats by $0.33; GAAP EPS of $1.47 beats by $0.96. Revenue of $13.93B (+51% Y/Y) beats by $600M. ---Seeking Alpha

。Macy's (M): Q1 Non-GAAP EPS of $0.44 beats by $0.10; GAAP EPS of $0.44 beats by $0.12. Revenue of $5.5B (-0.7% Y/Y) misses by $20M.
---Seeking Alpha

。Xilinx (XLNX)forecast fiscal 2020 revenue above Wall Street forecasts at $3.45 billion to $3.6 billion. The specialty chip maker is currently rolling out new semiconductors for use in 5G equipment---CNBC

。Tilray (TLRY)  reported an adjusted quarterly loss of 27 cents per share, two cents larger than analysts were expecting. The Canadian marijuana producer’s revenue did come in above estimates, helped by acquisitions, legalization of recreational marijuana use in Canada and growth in its medical markets. ---CNBC

。Aurora Cannabis (ACB) — Aurora lost five cents per share for its fiscal third quarter, matching forecasts, while revenue fell below analyst estimates. Aurora – which is also a marijuana producer based in Canada – did see a surge in revenue from a year earlier, helped by the same factors that helped Tilray. ---CNBC





太平洋时间上午7:39：道指+3.7，标普500 + 6.23，纳斯达克+ 41.71，罗素2000 -2，WTI原油-0.70％，黄金+ 0.33％，美元指数+ 0.13％。

海外市场：上海-0.69％，日本-0.59％，香港-1.50，德国+ 0.47％，英国+ 0.94％，法国+ 1.07％。

弱势行业：XLF，XRT，OIH强势行业：SOCL，EWG，IGV，SMH，FDN，FXI，IBB

由于中国和美国的零售销售报告疲弱，美国股市开盘下跌。 然而，在政府计划延迟汽车关税6个月的消息出来后，主要市场指数反弹并转为正数。 道指曾一度跌破200日移动平均线25422，现已恢复。 这个水平至关重要，如果不能守稳，道指可能下跌至24790而标准普尔500指数和纳斯达克综合指数可能也会受到拖累。因此道指25422仍然是今天要关注的水平, 今天仍有可能被重探。 标准普尔500指数和纳斯达克综合指数的支撑位分别为其200天移动平均线2775和7530。

。四位消息人士告诉CNBC，特朗普政府计划将汽车关税延迟长达六个月，暂时停止进一步扩大全球贸易冲突。---CNBC

。中国零售额仅增长7.2％（3月份增长+ 8.7％） - 自2003年5月以来最低（零售额同比增长7.2％实际上弱于所有预期。最低为7.5％，中位数是8.6％）。 工业生产增长从3月份的6.5％下滑至6.2％。固定资产投资同比放缓至仅6.1％。---Zero Hedge

。4月份美国零售商的销售额在三个月内第二次下降，这表明美国人对于他们在经济面临更多阻力方面所花费的金额更加谨慎。政府周三表示，上个月零售额下降0.2％。大多数主要部份的销售额下降，包括汽车，家庭中心和互联网商店。 MarketWatch调查的经济学家预计销售额将增长0.1％.---Market Watch

。美国4月工业生产下降0.5％，前几个月的变化率净值被下调。 据报道，第一季度的产量按年率下降了1.9％。 继3月份保持不变后，4月份制造业产量下降0.5％。---Calcalated Risk

。阿里巴巴（BABA）：第四季度非美国通用会计准则每股盈利1.28美元，好于预期0.33美元; GAAP每股盈利1.47美元，好于预期0.96美元。营收为13.93亿美元（同比增长51％），超过6亿美元。 ---Seeking Alpha

。梅西百货（M）：第一季度非GAAP每股盈利0.44美元，好于预期0.10美元; GAAP每股盈利0.44美元，好于预期0.12美元。 55亿美元（-0.7％Y / Y）的收入小于预期2000万美元。
---Seeking Alpha

。Xilinx（XLNX）预测2020财年的收入高于华尔街预测的34.5亿美元至36亿美元。这家专业芯片制造商目前正在推出用于5G设备的新半导体--- CNBC

。Tilray（TLRY）报告调整后的季度每股亏损27美分，比分析师预期的好2美分。加拿大大麻生产商的收入确实高于预期，这得益于收购，加拿大使用休闲大麻的合法化以及医疗市场的增长。---CNBC

。Aurora Cannabis（ACB） -  Aurora第三财季每股亏损5美分，与预期相符，而营收则低于分析师预期。 这家总部位于加拿大的大麻生产商 - 确实看到营收比一年前激增，这得益于帮助Tilray的相同因素。---CNBC