。Trump administration moved to block shipments of semiconductors to China’s Huawei Technologies from global chipmakers, a move that could ramp up trade tensions between Washington and Beijing.This comes after President Donald Trump on Thursday signaled a further deterioration of his relationship with China over the virus outbreak, going so far as to suggest he could even cut ties with the world’s second largest economy. A renewed Sino-U.S. trade war could exacerbate the economic downturn caused by the virus outbreak. ---Reuters
。Chip stocks see red after Reuters reports the U.S. Commerce Department has amended an export rule to block semiconductor shipments to Huawei. Under the change, companies using U.S. chipmaking equipment must obtain a U.S. license before supplying to Huawei or its affiliates. Commerce Secretary Wilbur Ross says the change is to "prevent U.S. technologies from enabling malign activities contrary to U.S. national security and foreign policy interests." Chip stocks on the move include NeoPhotonics (NYSE:NPTN) -4.4%, Micron (NASDAQ:MU) -2.9%, Lam Research (NASDAQ:LRCX) -2.8%, AMD (NASDAQ:AMD) -2%, Intel (NASDAQ:INTC) -1.8%.
The Global Times sources say China could put U.S. companies on an "unreliable entity list" that includes investigations and restrictions in retaliation for the U.S. blocking semiconductor shipments to Huawei. Companies that could appear on the list include Apple (NASDAQ:AAPL), Cisco (NASDAQ:CSCO), and Qualcomm (NASDAQ:QCOM). China could also suspend purchases of Boeing (BA -2.1%) airplanes.The Global Times is published by the People's Daily, the official newspaper of China's ruling party.---Seeking Alpha
。After March's collapse in headline retail sales, April was expected to be a bloodbath but it was much worse than expected with a 16.4% MoM collapse (the most ever), considerably worse than the 12% drop expected. Having crashed in March, April industrial production was expected to crash even harder. Industrial production plunged 11.2% MoM (very modestly better than the 12% drop expected) but still the worst in 101 years...--Zero Hedge
。While final negotiations with lenders could still spill into the weekend, J.C. Penney (NYSE:JCP) is planning to file for bankruptcy within the next 24 hours, CNBC reports. The retailer has been in discussions with its first-lien lenders for a $450M loan to finance the bankruptcy and would require the achievement of certain goals to receive the second half of it. Restructuring plans include closing 180-200 out of the 846 J.C. Penney department stores that were active as of February. ---Wall Street Breakfast
。Sorrento Therapeutics, Inc.,(SRNE 7.17 +174%) Chief Executive Henry Ji says the company's STI-1449 antibody drug can provide "100% inhibition" of Covid-19, the respiratory illness caused by the new coronavirus, according to Fox News. He sees the potential coronavirus treatment hitting the market well before a vaccine. "We want to emphasize there is a cure," he reportedly said. "There is a solution that works 100%. If we have the neutralizing antibody in your body, you don't need the social distancing. You can open up a society without fear." An antibody drug is unique in coronavirus treatment research. Experts say the antibodies could either treat Covid-19 or provide preemptive immunity. ---Investors Business Daily
美国主要股指因一系列坏消息而大幅低开：特朗普采取行动阻止半导体公司向华为发货，有效地引发了与中国的新贸易战及4月零售和工业生产报告非常疲软。 然而，就像昨天一样，逢低买入者涌入再次买股，推动道琼斯指数从早些时候的271点下跌到曾经上升28点，现在仅下跌30点，纳斯达克综合指数已转正，标准普尔500指数仅小幅下跌 。 市场抗跌的韧性令人印象深刻。 从技术上讲，标准普尔500支撑位是昨天的低点2766，阻力位仍然是2950至3000之间的阻力带。从图表中可以肯定2950至2000年阻力带很难突破，一但突破便有挑战新高的可能。 但是，看起来确实更容易跌破2766，如果跌破，它就会打开向下测试2664至2574支撑带的大门。 我们且等着看看方向如何解决。
。特朗普政府采取行动阻止全球芯片制造商向中国华为技术公司运送半导体，此举可能加剧华盛顿与北京之间的贸易紧张关系。此前，美国总统唐纳德·特朗普周四表示，由于病毒爆发，他与中国的关系进一步恶化，甚至暗示他甚至可能解除与世界第二大经济体的联系。重新爆发的中美贸易战可能会加剧由病毒爆发引起的经济衰退。 ---路透社
。路透社报道美国商务部修改了出口规则以阻止向华为发货的半导体产品后，芯片股下跌。根据更改，使用美国芯片制造设备的公司必须先获得美国许可证，然后才能向华为或其分支机构供货。美国商务大臣威尔伯·罗斯（Wilbur Ross）表示，此举是为了“防止美国技术引发与美国国家安全和外交政策利益背道而驰的恶性活动”。下跌中的芯片股包括NeoPhotonics（NYSE：NPTN）-4.4％，美光（NASDAQ：MU）-2.9％，Lam Research（NASDAQ：LRCX）-2.8％，AMD（NASDAQ：AMD）-2％，英特尔（NASDAQ） ：INTC）-1.8％。另外《环球时报》消息人士称，中国可能会将美国公司列入“不可靠实体名单”，其中包括针对美国阻止向华为运送半导体的调查和报复措施。名单上可能出现的公司包括苹果（NASDAQ：AAPL），思科（NASDAQ：CSCO）和高通（NASDAQ：QCOM）。中国还可能暂停购买波音（BA -2.1％）飞机。《环球时报》由中国执政党官方报纸《人民日报》出版。---Seeking Alpha
。在3月份整体零售额暴跌之后，预计4月份将是一场大屠杀，但比预期的要糟糕得多，环比下降16.4％（有史以来最大），远低于预期的12％下降。在3月份崩溃之后，预计4月份的工业生产将更加崩溃。工业生产环比下降11.2％（略低于预期的12％下降），但仍是101年以来最糟糕的...-Zero Hedge
。CNBC报道，虽然与放贷人的最终谈判仍可能在周末进行，但J.C. Penney（纽约证券交易所股票代码：JCP）计划在未来24小时内申请破产。该零售商一直在与其第一留置权放款人进行讨论，以寻求4.5亿美元的贷款来为破产提供资金，并且要求实现某些目标才能获得破产的一半。重组计划包括关闭截至2月活跃的846家J.C. Penney百货商店中的180-200家。 ---Wall Street Breakfast
。Sorrento Therapeutics，Inc.（SRNE +7.17 +174%）首席执行官Henry Ji说，公司的STI-1449抗体药物可以对Covid-19提供“ 100％抑制”，Covid-19是由新的冠状病毒引起的呼吸道疾病。他认为，潜在的冠状病毒治疗在疫苗之前很早就进入了市场。据报道，他说：“我们要强调有治愈方法。” “有一种解决方案可以100％起作用。如果我们体内有中和抗体，则不需要社会疏远防疫。您可以无惧恐惧地开放社会。”抗体药物在冠状病毒治疗研究中是独特的。专家说，这些抗体可以治疗Covid-19或提供先发性免疫。 ---Investors Business daily
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