聚焦贸易关系与疫情,纳指再创历史新高

资讯摘要

美股周二收涨,纳指及多只科技股均创盘中与收盘历史新高。冠状病毒疫苗研发前景乐观、国际贸昜紧张关系趋缓,令市场得到支撑。美财长姆努钦称年底前可能走出衰退。

 

 

 
 

  • 美股资讯
北京时间6月24日凌晨,美股周二收涨,纳指及多只科技股均创盘中与收盘历史新高。冠状病毒疫苗研发前景乐观、国际贸昜紧张关系趋缓,令市场得到支撑。美财长姆努钦称年底前可能走出衰退。
 
道指收盘上涨131.14点,或0.50%,报26156.10点;纳指涨74.89点,或0.74%,报10131.37点;标普500指数涨13.43点,或0.43%,报3131.29点。
 
周二纳指最高上涨至10221.85点,创历史新高。苹果、微软、亚马逊、Facebook均创历史新高。

 

苹果公司昨日举办年度全球开发者大会,在会上宣布其Mac计算机系列将使用自己的处理器,将不再延续与英特尔长达15年的合作关系。 

 

疫苗研发与贸昜关系受到关注

 

尽管目前还没有能预防冠状病毒感染的疫苗,但许多制药公司已开始参与预防和治疗该病毒的药物研发竞赛。

法国制药商赛诺菲周二表示,预计其与葛兰素史克合作生产的潜在冠状病毒疫苗将在2021年上半年获得批准。赛诺菲称,如果疫苗研制成功并获批准,该疫苗将在2021年下半年上市。

 

有关贸昜紧张关系趋于缓和的消息也提振了市场情绪。

美国疫情加速增长 重启经济进程可能受到影响

 

市场仍在关注冠状病毒疫情的发展。世卫组织总干事谭德塞称,目前多国为恢复经济而带疫解封,但全球新冠疫情仍呈加速扩散态势,最近8天时间内全球即新增确诊患者100万例。他指出,冠状病毒疫情不仅是一场公共卫生危机,更是经济、社会和政治危机,且将对今后几十年产生影响。

美国国内疫情备受关注。过去一周内,美国有28个州的新增病例数出现了惊人的加速增长趋势,令市场担心重启经济进程可能受到影响。

美国疾控中心周二报告称,截至美东时间6月22日,美国累计报告新冠肺炎确诊病例2302288例,此前为2275645例;截至美东时间6月22日的累计报告死亡病例120333例,此前为119923例。

根据周一的数据,德克萨斯州的新增入院冠状病毒感染病例数创单日新高,该州州长格雷格-阿伯特表示,德州疫情正以“令人无法接受的速度”增长,并警告说,如果疫情进一步升级,他将加强社会隔离限制措施。

 

焦点个股:

瑞幸公司再次收到纳斯达克摘牌通知,因未能提交年度报告。波音向供应商发产量指引,暗示737Max产量下降。星巴克在美国提供人造肉早餐三明治,供应商为Beyond Meat竞争对手。中概股周二多数上涨,腾讯ADR、网易、网易有道均创收盘纪录新高,瑞幸咖啡大跌逾12%,此前该公司再次收到纳斯达克退市通知。
 
 

  • 香港资讯

北京时间6月24日,美股周一收高,科技股领涨。纳指创历史最高收盘纪录,科技巨头苹果、微软、Netflix及英伟达等均创历史新高。市场仍关注美国经济复苏状况及冠状病毒疫情的发展。今日开盘,恒指高开0.12%,随后走势反复,午后涨幅扩大。

截至收盘,恒生指数涨1.62%,报24907.34点;红筹指数涨1.11%,国企指数涨1.16%。
 
 
热点板块:

中资券商股大涨,光大证券涨10.63%;中信建投证券涨5.13%;中国银河涨2.61%。

腾讯股价再创新高,现涨4.89%,逼近500港元,最新市值4.75万亿港元。目前阿里巴巴市值4.72万亿港元。

香港交易所股价涨2.7%,报320港元,市值突破4000亿港元。大摩发研报,将港交所目标价由325港元提升至345港元,重申“增持”评级。

中芯国际涨9.3%,报26.45港元。中芯国际6月1日公布申请材料,4日接受一轮问询,7日回复,10日公告上会审核,19日就通过。短短不到20天的时间,中芯国际就完成了科创板首发,刷新了科创板的最快纪录。

阿里健康涨7.97%,报23.7港元创新高,市值达3069亿港元。中信证券发表报告,料阿里健康可把握医疗数字化新基建机遇,认为互联网医疗明显政策利好,有望加速发展,公司有望借助医药电商板块优势,延伸互联网医疗生态,把握数字化新基建机遇,维持对集团的“增持”评级。

中兴通讯跌4.51%,报23.95港元。中兴通讯披露的简式权益变动报告书显示,公司控股股东中兴新通讯有限公司于6月22日减持公司2036.68万股A股,交易均价39.44元/股,涉资超8亿元人民币。中兴新表示,不排除在未来12个月内增持或减持公司股份的可能。
 

 

  • 中国资讯

 

北京时间6月23日,早盘指数跌涨不一,随后三大指数震荡下挫,悉数翻绿。盘面上,农业种植板块持续走弱,白酒、稀土板块有所拉升,昨日表现强势的券商、半导体则震荡分化为主,个股总体跌多涨少,市场氛围一般。临近午盘,指数下探回升,三大指数悉数翻红。白酒板块再度走强,贵州茅台股价再创新高。此外科创板半导体标的延续强劲势头。总体上,市场个股跌多涨少,赚钱效应逐步回暖。午后,三大指数再度转强,创业板指涨幅扩大至1.2%再创年内新高。盘面上,通信、生物医药、钢铁板块均有所拉升,云游戏、白酒概念延续强势。尾盘,三大指数经过小幅回落后再度拉升,创业板指涨约1.6%,突破2380点,再创逾四年新高。盘面上,白酒、券商股继续走强,食品饮料板块跟随上涨。总体上,市场分化显著,赚钱效应转一般。
 

热点板块:

 
白酒板块走强,伊力特、金徽酒、金种子酒、水井坊、酒鬼酒、舍得酒业、老白干酒、贵州茅台、泸州老窖等多股走强。

消息面上2019年我国消费支出对GDP增长贡献率为58%,而2010年、2000年对GDP增长的贡献率分别为37%、25%。随着居民可支配收入的不断提升及恩格尔系数的下降,白酒大概率将持续受益于消费升级,对经济的贡献率也将不断提升。

券商板块拉升,光大证券、国投资本、中国银河、华鑫股份、东方财富、国元证券、财通证券等多股拉升。

消息面上有机构表示,随着创业板注册制正式启动,将从承销保荐、跟投、两融三个方面显著增厚券商利润水平。同时,今年以来,券商股利好政策频现,再融资新规、新三板精选层、创业板注册制等均能有效增厚券商利润水平,叠加宽松的货币政策环境,预计下半年券商利润将显著改善。

 

信息数据来源:东方财富网、同花顺、新浪财经、腾讯证券、华尔街见闻、辉立证券

 

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