Source CNBC
Source CNBC
Source Finviz.com
Source Worldometers
。Hong Kong is bracing for a new wave of demonstrations this weekend after China said it's preparing to impose national security legislation on the financial hub, a move that shows Beijing's legal force and will likely reignite tensions between pro-democracy protesters and the government. Sources told the Financial Times that China's parliament would draft the new legislation and submit it immediately into Hong Kong's constitution. China's National People's Congress released an agenda Thursday saying it wants to "improve" national security protections in Hong Kong by curbing acts of treason, secession, sedition, and subversion. The measure would also allow for counter-terrorism operations against foreign interference in the city. The legislation, slated for passage in the National People's Congress in Beijing next week, drew angry crowds in Hong Kong on Friday, and President Trump warned Thursday that the US would react "very strongly" to the planned legislation. ---Zero Hedge
。World stocks took a hit and the Chinese yuan weakened on Friday as Beijing moved to impose a new security law on Hong Kong after last year’s pro-democracy unrest, further straining fast-deteriorating U.S.-China ties.These tensions plus news that China has dropped its annual economic growth target for the first time added to concern about the fallout from the COVID-19 pandemic, knocking oil prices down more than 4% LCOc1 and boosting safe-havens such as U.S. Treasuries. ---Reuters
。"The United States condemns the PRC proposal to impose national security legislation on Hong Kong and strongly urges Beijing to reconsider. We stand with the people of Hong Kong." ---US Secretary of State Pompeo
。During a briefing with reporters, one reporter asked an important question referencing China Thursday's decision to adopt a new "national security" resolution opening the door to new laws allowing Beijing to punish political dissidents with impunity. Trump replied that if this happens, the US would respond with a "very strong reaction." You'll remember that last year, President Xi warned in a speech that any foreign powers who screwed with China's relationship with Hong Kong and Taiwan would face serious consequences.---Zero Hedge
。China made a rare decision not to set a target for its economic growth this year due to uncertainties about the impact of the coronavirus. “I would like to point out that we have not set a specific target for economic growth this year,” Chinese Premier Li Keqiang said in an English-language text of the work report he was set to deliver on Friday. ---CNBC
。Nvidia (NASDAQ:NVDA): Q1 Non-GAAP EPS of $1.80 beats by $0.12; GAAP EPS of $1.47 beats by $0.10. Revenue of $3.08B (+38.7% Y/Y) beats by $80M.---Seeking Alpha
。Nvidia Corp (NVDA.O) on Thursday forecast second-quarter revenue above analysts’ estimates, as demand surges for its chips used in the data centers that power the shift to working remotely because of the new coronavirus outbreak. The company said the forecast includes a contribution from its $6.9 billion purchase of Israeli chip firm Mellanox Technologies Ltd, which strengthened its data center business. The chipmaker said it expects current quarter revenue of $3.65 billion, plus or minus 2%, while analysts on average were expecting $3.29 billion, according to IBES data from Refinitiv. ---Reuters
。Alibaba (NYSE:BABA): Q4 Non-GAAP EPS of $1.30 beats by $0.44; GAAP EPS of $0.16 beats by $0.04. Revenue of $16.14B (+22% Y/Y) beats by $860M. ---Seeking Alpha
美国股市开盘下跌，反弹，目前美股涨跌互见并在窄幅波动中带有下行偏向。今天上午的主要新闻是中国表示正准备对香港实施国家安全立法。这一消息驱使香港股市下跌超过5％。由于Covid-19造成的经济不确定性，中国还决定首次不设定年度经济增长目标。这一消息导致WTI原油下跌3％。石油板块下跌，跌幅近2％，是今天早上最弱的股票板块。房地产行业是标普500指数中唯一上涨的行业。英伟达（NVDA）的收入好于预期，这支持了科技行业的跌幅。面对香港的负面消息以及中美之间日益紧张的局势，美国股市今日表现出令人惊讶的良好表现。我猜投资者相信没有比美国股市更好的投资场所了。但是，中国对香港的强硬态度肯定带来中国与美国及西方国家的紧张，谁知道香港周末的反政府示威游行将会发生什么，另外标准普尔500指数未能突破3000阻力位，FAAMG股票有见顶的迹象，以及长周末前的潜在抛售都是打压股市上升的负面情况。
Source CNBC
Source CNBC
Source Finviz.com
Source Worldometers
。在中国表示正准备对金融中心实施国家安全立法之后，香港准备在本周末发起新一轮示威活动。这一举动显示出北京的法律力量，并有可能重燃民主抗议者与政府之间的紧张关系。消息人士告诉英国《金融时报》，中国议会将起草新的立法，并将其立即提交香港宪法。中国全国人大周四发布了一项议程，称其希望通过遏制叛国，分裂国家，煽动叛乱和颠覆行为来“改善”香港的国家安全保护。该措施还将使反恐行动免受外国人对该城市的干扰。该法案定于下周在北京全国人民代表大会上通过，周五吸引了香港愤怒的人群，特朗普总统周四警告说，美国将对计划中的立法“非常强烈地反应”。---Zero Hedge
。去年亲民主动乱后，北京开始对香港实施新的安全法，全球股市受到打击，人民币汇率走弱，这进一步加剧了美中关系的迅速恶化。它的年度经济增长目标首次增加了对COVID-19大流行的影响的担忧，这使油价下跌了超过4％，并提振了美国国债等避险资产。 ---路透社
。“美国谴责中国关于在香港实施国家安全立法的提议，并强烈敦促北京重新考虑。我们与香港人民站在一起。” ---美国国务卿庞培
。在向记者作简报时，一位记者问了一个重要问题，指的是中国星期四决定通过一项新的“国家安全”决议，从而为允许北京惩罚有罪的政治异见人士的新法律打开了大门。特朗普回答说，如果发生这种情况，美国将做出“非常强烈的反应”。您会记得，去年习主席在演讲中警告说，任何搞砸中国与香港和台湾关系的外国大国都将面临严重的后果。---Zero Hedge
。由于对冠状病毒影响的不确定性，中国做出了一个罕见的决定，即今年不为经济增长设定目标。中国总理李克强在定于周五提交的工作报告的英文文本中说：“我想指出，我们今年没有为经济增长设定具体目标。” --- CNBC
。英伟达（Nvidia）（纳斯达克股票代码：NVDA +2.33%）：第一季度非GAAP每股收益为1.80美元，比上一季度增长0.12美元; GAAP每股收益为1.47美元，比去年同期的0.10美元要高。 $ 3.08B的收入（+ 38.7％Y / Y）击败$ 80M .--- Seeking Alpha
。Nvidia Corp（NVDA.O）周四预测第二季度营收将高于分析师的预期，原因是由于新的冠状病毒的爆发，用于数据中心的芯片需求激增，这些芯片推动了向远程工作的转变。该公司表示，这一预测包括以69亿美元收购以色列芯片公司Mellanox Technologies Ltd的贡献，该公司加强了其数据中心业务。根据Refinitiv的IBES数据，该芯片制造商表示，预计当前季度收入为36.5亿美元，上下浮动2％，而分析师平均预期为32.9亿美元。 ---路透社
。阿里巴巴（纽约证券交易所股票代码：BABA -4.52%）：第四季度非公认会计准则每股收益为1.30美元，比预期高0.44美元; GAAP每股收益为0.16美元，预期高0.04美元。 $ 161.4B（+ 22％Y / Y）的收入超过预期$ 8.6亿。---Seeking Alpha
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