。Oversea markets: Shanghai closed, Japan closed, Hong Kong closed%, Germany+0.13%%, UK-0.47%, France+0.10%.
。Weak sectors: SLV, GDX, GDXJ, IGV, IYM Strong sectors:IYR, TLT, SMH
。April ISM Manufacturing Index: 52.8 vs. 55.0 consensus, 55.3 prior. Prices 50.0% vs 54.3. New Orders 51.7% vs 57.4. Employment 52.4% vs 57.5.
。Over the past six weeks, Fed officials have stressed that they will be “patient” and don’t want to move interest rates until they are certain about the economic outlook. Many economists think the Fed will be on hold for a long time, through the end of 2020, in some cases. Federal Reserve Chairman Jerome Powell faces a tough task today, trying to steer clear of word choices that might kickoff a market overreaction, economists said. Powell has a “fine line” to walk, with policy firmly on hold, said Ellen Zentner, chief U.S. economist at Morgan Stanley.“If Powell sound too optimistic, it might spark market concern the next move is a hike,” she said. And on the other hand, if Powell presses the point that inflation is running low, “he runs the risk of confirming market expectations that the next move is a cut and imply that that cut is not far in the offing,” Zentner said.---Market Watch
。Donald Trump has dropped a central demand from trade negotiations with China that it halt alleged instances of commercial cyber theft, in order to end a long-running tariff dispute. Mr Trump has softened his administration’s opening position on what it originally characterized as "Chinese government-conducted, sponsored, and tolerated cyber intrusions into US commercial networks," according to several people briefed on the negotiations. The US is instead likely to accept a watered-down commitment from Beijing as an alternative. "A lot of issues are being jettisoned from this negotiation because President Trump wants a deal," one of the people said. The absence of strong provisions against Chinese theft of US trade secrets will raise concerns that the Trump administration is prepared to settle for limited progress on crucial “structural” reforms in the trade agreement.---Financial Times
。Apple (AAPL ＋6.1%)reported earnings per share of $2.46 on revenue of $58.02 billion. Wall Street estimated earnings per share of $2.36 on revenue of $57.37 billion, according to Refinitiv consensus estimates. Apple’s iPhone revenue came in at $31.05 billion, slightly lower than the $31.10 billion expected. Services revenue beat estimates of $11.37 billion at $11.45 billion. For the third quarter Apple expects to see revenue between $52.5 billion and $54.5 billion, guiding higher than the $51.94 billion in revenue that analysts had projected. ---CNBC
。AMD（＋1.48%） reported strong first-quarter earnings and guidance in line with estimates. The semiconductor company earned $1.27 billion in revenue, topping estimates of $1.26 billion. Earnings per share were 6 cents, slightly higher than the forecast of 5 cents per share, according to Refinitiv. Gross margin was in line with estimates at 41%. AMD expects to earn about $1.52 billion in revenue during the company’s second quarter. Analysts had projected $1.53 billion in revenue for that period. ---CNBC
。Amgen (AMGN －2.7%) posted earnings per share of $3.56, beating Refinitiv estimates of $3.48. Revenue came in at $5.56 billion, higher than the $5.54 billion expected by analysts. ---CNBC
。CVS Health (CVS ＋5.57%): Q1 Non-GAAP EPS of $1.62 beats by $0.11; GAAP EPS of $1.09. Revenue of $61.65B (+34.8% Y/Y) beats by $1.26B. ---Seeking Alpha
。太平洋时间上午7:43：道指+35，标准普尔500指数+1.17，纳斯达克指数+23.93，罗素2000 -2.77，WTI原油-0.27％，黄金0.02％，美元指数-0.15％。
。海外市场：上海停市，日本停市，香港停市，德国+ 0.13 %%，英国-0.47％，法国+ 0.10％。
。弱势行业：SLV，GDX，GDXJ，IGV，IYM强势行业：IYR，TLT，SMH
。4月ISM制造业指数：52.8对55.0共识，55.3之前。价格50.0％对比54.3。 新订单51.7％对57.4。 就业52.4％对57.5。---Seeking Alpha
。4月ADP就业报告：+ 275K 对 + 180K共识，129K之前（未经修订）。---Seeking Alpha
。在过去的六周里，美联储官员强调他们将“耐心”，并且在他们对经济前景有所了解之前不想提高利率。 许多经济学家认为，在某些情况下，美联储将搁置很长一段时间在2020年底之前利率不变。 经济学家表示，美联储主席杰罗姆鲍威尔今天面临一项艰巨的任务，试图避开可能导致市场过度反应的词汇选择。 摩根士丹利（Morgan Stanley）首席美国经济学家艾伦•泽特纳（Ellen Zentner）表示，鲍威尔有一条“敏感线”要走，其政策已经暂停，“如果鲍威尔听起来过于乐观，可能引发市场担忧，下一步行动就是加息，”她说。 另一方面，如果鲍威尔强调通胀率正在低位，“他冒着确认市场预期的风险，认为下一步行动是减息，并暗示减息目前并不遥远，”Zentner说。---Market Watch
。Apple（AAPL ＋6.1%）报告的每股收益为2.46美元，营收为580.2亿美元。根据Refinitiv的一致预期，华尔街估计每股收益为2.36美元，营收为573.7亿美元。苹果iPhone的收入为310.5亿美元，略低于预期的311亿美元。服务业收入超过估计的113.7亿美元，达到114.5亿美元。对于第三季度，苹果预计营收将在525亿美元至545亿美元之间，高于分析师预计的51.94亿美元收入。 --- CNBC
。AMD （＋1.48%）公布的第一季度盈利和指引均与预期一致。这家半导体公司的营收为12.7亿美元，超过预期的12.6亿美元。根据Refinitiv的数据，每股收益为6美分，略高于每股5美分的预期。毛利率与预期的41％一致。 AMD预计该公司第二季度的收入将达到约15.2亿美元。分析师预计该时期的收入为15.3亿美元。 --- CNBC
。Amgen（AMGN －2.70%）公布的每股收益为3.56美元，高于Refinitiv估计的3.48美元。收入达到55.6亿美元，高于分析师预期的55.4亿美元。 --- CNBC
。CVS Health（CVS ＋5.57%）：非GAAP每股盈利1.62美元，好于预期0.11美元; GAAP每股收益1.09美元。 收入为61.65亿美元（同比增长34.8％），好于预期1.26亿美元。---Seeking Alpha
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