股市资讯 | 爱奇艺要在美上市了????股市神话要来了??

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美国股市

美股周二收跌,科技与能源板块领跌。

截至收盘,道指跌171.58点,或0.68%,报25,007.03点;标普500指数跌17.71点,或0.64%,报2,765.31点;纳指跌77.31点,或1.02%,报7,511.01点,结束此前连续7日上涨的行情。

高通(Qualcomm)成为标普500指数中跌幅最大的成份股,其跌幅超过4%。特朗普处于国家安全因素考虑而阻止博通(Broadcom)收购高通,导致后者股价走低。

中概股京东收跌3.67%,百度收跌2.76%,阿里巴巴收跌2.25%,新浪收跌0.98%,网易收跌0.85%,微博收涨0.34%。

(转自环球网)自从百度旗下视频网站爱奇艺向美国SEC提交招股书后,被外媒称为“中国Netflix”的爱奇艺就成为全球投资市场的热议焦点。外界猜测纷纷:爱奇艺赴美上市后能否重演Netflix股市神话?在全球财经类英语节目Market Foolery中,主持人克里斯·希尔(Chris Hill)和《百万美金交易员》的马特·阿杰辛格(Matt Argersinger)回答了这个问题,并对爱奇艺的未来市场表现以及对百度股价的拉升表达了乐观态度。

阿杰辛格在节目中首先分享了关于爱奇艺的一组数据:短短几年时间,爱奇艺的用户数从1000万激增至5000多万,每天有1.2亿活跃用户观看近两个小时的内容。“如果错过了Netflix,爱奇艺将是一个很好的机会,可以在投资组合中添加另一个Netflix类型的投资品种。”拥有丰富投资经验的阿杰辛格认为,来自中国的爱奇艺未来的成长性值得投资者考虑。他认为,与Netflix相比,爱奇艺更像是Netflix和YouTube的综合体,同时拥有广告业务和会员业务,这也是促进爱奇艺未来发展的混合动力。阿杰辛格指出,爱奇艺广告收入占到总收入的40%,会员收入在经历突飞猛进的发展之后,其占比也接近40%;阿杰辛格同时预测,未来一年内爱奇艺的会员收入将与广告收入平起平坐。“会员收入是循环不断的收入来源,这种良性循环在Netflix已经持续了好几年”。

虽然目前尚未盈利,然而面对外界对爱奇艺内容战略将持续“烧钱”质疑时,阿杰辛格援引Netflix案例表示,“早期的Netflix烧了很多钱,仅去年一年Netflix就损失了6亿美元,而眼下这些损失还在不断增加,因为Netflix还在重复追加内容投入的投资,而我也认为他们也必须这么做”。

中国股市

沪深两市双双低开,个股跌多涨少。创业板也未能延续前两个交易日开盘后的上攻之势,低开后维持震荡走势,之后伴随独角兽、富士康、5G等相关科技概念股的集体下挫一度展开回调,打击市场人气。沪指虽一度在农业及银行的带动下反弹翻红,但持续性不佳,因此指数出现了低位震荡局面。

截至收盘,上证综指跌0.49%,报3310.24点,成交2023.75亿元;深证成指跌0.75%,报11241.41点,成交2999.84亿元;创业板指跌0.52%,报1872.68点,成交1002亿元。

从盘面上看,热点较为分散,高送转概念活跃,区块链概念股午后回暖,建筑材料板块表现较好,以工业互联网和独角兽概念为代表的科技股集体回调。银行、农林牧渔等板块涨幅居前,保险、次新、券商、白酒等板块跌幅居前。

香港股市

昨日恒指昨日恒生指数小幅低开0.08%,报31570点;盘中恒指一度拉起后又再度向下,午后持续低位盘整。截至收盘,恒指涨0.02%,报31601点;国企指数涨0.39%,报12746点;红筹指数跌0.83%,报4525点;大市全天成交1101亿港元。

板块方面,涨幅前三的为出版、其他金属、内银股,分别上涨1.98%、1.9%、1.68%,跌幅前三的为生物科技、油气设备、家庭电器,分别下跌7.01%、2.61%、2.33%。

蓝筹股上涨,涨幅前三的为中国银行(03988)、香港中华煤气(00003)、港铁公司(00066),分别上涨1.83%、1.79%、1.5%。

关键词:股票,香港股市,港股,恒指,香港IPO,交易港股,爱奇艺,Netflix和YouTube,美股,中国A股,股市资讯, alibaba,阿里巴巴股票,阿里,美国上市,腾讯股票

来源:彭博,华尔街见闻,东方财富,新浪财经,辉立证券

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