Oversea markets: Shanghai+0.21%, Japan+0.13%, Hong Kong +0.14%, Germany-0.49%, UK+0.23%, France -0.01%.
Weak sectors: IBB, PPH, XRT, FDN, IYT Strong sectors: XLFGDXJ, TLT, GLD, GDX, IYM
Major market indexes opened higher and have turned mix now. No influential news is driving the stock market today. S&P 500 is consolidating near its all time high with resistance at 2964. Both the Dow is up modestly and Nasdaq is down slightly and are 0.6% and 1.78% below their all time highs respectively. Meanwhile, the weakest index is Russell 2000. It is down 0.43% now and is 12.9% below its all time high. US stock market trend is up but is overbought and is facing resistance, some downside action is likely near term while waiting for result from the meeting between Trump and xi later this week.
。China says its trade negotiators are talking to their U.S. counterparts on how to resolve disputes ahead of an expected meeting between their two heads of state at the G20 meeting in Japan later this week. Wang Shouwen, a Commerce Ministry vice minister, said Monday the sides were seeking to "consolidate the important consensus reached between the two leaders" in a telephone discussion last week. Wang gave no further details. ---Associated Press
。U.S. National Security Adviser John Bolton said Sunday Iran should not "mistake U.S. prudence and discretion for weakness," after the U.S. abruptly called off military strikes against Iran in response to the shooting down of an unmanned American surveillance drone. Bolton's tough message seemed to be aimed not only at Tehran, but also at reassuring key U.S. allies that the White House remains committed to maintaining pressure on Iran. Israel, along with Arab countries in the Gulf, considers Iran to be their greatest threat, and Trump's last-minute about face appears to have raised questions about U.S. willingness to use force against the Islamic Republic. ---Associated Press
。Along with the truly bizarre state of global interest rates, the rebounding crypto market is shaping up to be the largest finance-related story of 2019. On watch Thursday and Friday for re-crossing the $10K threshold, Bitcoin (BTC-USD) over the weekend not only blew through that level, but took out $11K as well, nearly tripling in price YTD. Alongside, Ether (ETH-USD) crossed over $300 for the first time in about a year. Others rallying include Litecoin (LTC-USD), Ripple (XRP-USD), and Bitcoin Cash (BCH-USD). Grayscale Bitcoin Trust (GBTC) is up 11.73% now.
。Lloyd Walmsley of Deutsche Bank: With the tech world going crazy over Facebook (FB) recently announcing its new cryptocurrency Libra, FB stock is responding in kind. Up double-digits this month, many are excited over the company’s new task of making a worldwide currency, which will be used by Facebook users to buy items on the platform and pay each other through Messenger. While crypto’s best came last year, there is still hope among many that it will eventually become mainstream. Facebook hopes to play a role in this, as the company’s massive platform will allow it to provide security and regulation. Walmsley has questions about the new coin, but overall, the analyst is maintaining his Buy rating on Facebook stock with $220 price target, which implies nearly 23% from current levels. ---Smarter Analyst
。RBC analyst Mitch Steves thinks the U.S. blacklisting of Chinese firm Sugon will ding Intel (NTC) more than rival AMD (AMD). RBC maintains Intel at Underperform with a $41 price target. AMD stays at Outperform and a $43 target. ---Seeking Alpha
。An analyst at Moffett Nathanson trimmed price target on the tech giant Alphabet's (GOOG) stock to $1,250 per share from $1,290 a share, citing a “growing lack of conviction that Google can maintain their historic 20%+ revenue growth.” ---CNBC
。An analyst at Wedbush upgraded Dunkin’ Brands (DNKN)to “outperform” from “neutral,” and raised his price target on the stock to $92 per share from $76 a share. The analyst said Dunkin’s same-store sales are at an inflection point “that is underappreciated by the Street. ---CNBC
。Jefferies upgraded tractor maker Deere(DE) to “buy” from “hold,” noting that a “tightened global crop supply demand balance and positive momentum in farmer net income support double-digit large equipment growth through 2020. ---CNBC
太平洋时间早上7:44：道指+47.50，标准普尔500 +2，纳斯达克-3.06，罗素2000 -6.53，WTI原油不变，黄金+ 0.78％，美元指数-0.09％，10年期国债收益率2.038％-0.03
海外市场：上海+ 0.21％，日本+ 0.13％，香港+ 0.14％，德国-0.49％，英国+ 0.23％，法国-0.01％。
弱势行业：IBB，PPH，XRT，FDN，IYT 强势行业：XLFGDXJ，TLT，GLD，GDX，IYM
主要市场指数开盘走高，现已转为涨跌互见。 今天没有任何有影响力的消息推动股市。 标准普尔500指数正在历史高点附近整理，阻力位为2964。道琼斯指数小幅上涨，纳斯达克指数小幅下跌，分别低于历史高点0.6％和1.78％。 最弱的指数是罗素2000指数。现在下跌0.43％，比历史高点低12.9％。 美国股市走势向上，但超买并且面临阻力。在等待本周晚些时候的特习会的结果之前美股下行调整的机会大。
。中国表示，其贸易谈判代表正在与美国同行讨论如何在本周晚些时候在日本举行的G20会议上两国元首之间的预期会谈之前解决争端。商务部副部长王守文周一在电话讨论中表示双方正试图“巩固两国领导人达成的重要共识”。王没有提供进一步的细节。---美联社
。美国国家安全顾问约翰博尔顿周日表示，在美国突然取消对伊朗的军事打击以应对美国无人驾驶无人机的击落后，伊朗不应该“误解美国的谨慎和自由裁量权”。博尔顿的强硬信息似乎不仅针对德黑兰，而且还让美国主要盟友放心，白宫仍然致力于维持对伊朗的压力。以色列以及海湾地区的阿拉伯国家认为伊朗是他们最大的威胁，特朗普最后一刻的表情似乎引发了对美国对伊朗使用武力的意愿的质疑。---美联社
。随着真正离奇的全球利率状况，加密市场的反弹正在成为2019年最大的金融相关故事。在周四和周五重新审视10万美元的门槛后，比特币（BTC-USD）结束周末不仅吹响了这个水平，而且还走上了11,000美元，价格几乎是年初至今的三倍。此外，Ether（ETH-USD）在一年内首次超过300美元。其他上扬的加密货币包括Litecoin（LTC-USD），Ripple（XRP-USD）和Bitcoin Cash（BCH-USD）。灰度比特币信托（GBTC）目前上涨11.73％。---Wall Street Breakfast
。德意志银行（Deutsche Bank）的劳埃德•沃尔姆斯利（Lloyd Walmsley）：随着科技界最近为Facebook（FB）最近宣布其新的加密货币Libra 而疯狂，FB股票也正在做出回应。 本月上涨两位数，许多人对该公司制作全球货币的新任务感到兴奋，Facebook用户将使用该货币购买平台上的物品并通过Messenger互相支付。 虽然去年加密表现很好，但许多人仍然希望它最终会成为主流。 Facebook希望在这方面发挥作用，因为该公司庞大的平台将允许它提供安全和监管。 Walmsley对新货币有疑问，但总体而言，分析师维持对Facebook股票的买入评级，目标价为220美元，这意味着目前水平将近23％。 ---Smarter Analyst
。RBC分析师Mitch Steves认为，美国将中国公司曙光列入黑名单将使英特尔（NTC）的竞争力低于竞争对手AMD（AMD）。 RBC以41美元的价格目标维持英特尔的表现低于大市评级。 AMD保持在优于大市，目标价为43美元。 ---Seeking Alpha
。MoffettNathanson的一位分析师将科技巨头Alphabet（GOOG）的股价目标从每股1,290美元下调至每股1,250美元，理由是“人们越来越不相信谷歌可以保持其历史性的20％+营收增长。”--- CNBC
。Wedbush的一位分析师将Dunkin'Brands（DNKN）从“中立”调升至“跑赢大盘”，并将该股的目标股价从每股76美元上调至每股92美元。分析师表示，Dunkin的同店销售处于拐点，“这一点是被华尔街低估的。 --- CNBC
。Jefferies将拖拉机制造商Deere（DE）从“持有”升级为“买入”，并指出“全球农作物供应需求平衡收紧，农民净收入的积极势头支持到2020年实现两位数的大型设备增长。” - CNBC
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