百度(BIDU)对网易云音乐进行战略投资。美团(3690)绿鞋期结束

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美股

截至北京时间10月13日凌晨,美股周五震荡收高,科技股领涨。主要股指部分挽回了此前连续暴跌所造成的损失。本周道指累计下跌4.2%,标普500指数累计下跌4.1%,纳指下跌3.7%。JP摩根大通等公布财报后,金融板块受到关注。

截止收盘,道指涨287.16点,或1.15%,报25,339.99点;标普500指数涨38.76点,或1.42%,报2,767.13点;纳指涨167.83点,或2.29%,报7,496.89点。

科技板块周五普遍攀升。该板块是本周跌幅最大的板块之一。周五苹果(AAPL)收高3.57%%,谷歌的母公司Alphabet(GOOG )收高2.85%,微软(MSFT)收高3.46%。亚马逊(AMZN)收高4.03%。

未来几周内,第三季度财报将成为美股的主要支配力量。

宏观基本面:

国债收益率提高会增加企业的借贷成本,并诱使投资者离开股市。但股市动荡似乎刺激了对美国债券的避险需求,周五美国10年期国债收益率下跌超过7个基点,降至3.14%。

美联储官员讲话方面,美国芝加哥联储行长埃文斯周五表示,现在是时候重新调整政策立场,至少要调整为“中性”。他解释道,所谓“中性利率”,是指2.75%至3%的范围。

焦点股关注:

JP摩根大通(JPM)收跌1.09%。该公司公布了第三财季财报,其盈利与销售收入均超出预期。

富国银行(WFC)收高1.3%,该公司宣布第三季度每股收益1.13美元。第三季度贷款9,423亿美元,上季度9,442.7亿美元。

花旗集团(C)收高2.14%。该公司第三季度美股收益1.73美元,预期1.68美元。第三季度固定收益市场营收32亿美元,预估29.5亿美元。

百度(BIDU)对网易云音乐进行战略投资

华尔街见闻指出,网易云音乐10月12日宣布达成新一轮融资,投资方包括百度、泛大西洋投资集团(General Atlantic)、博裕资本等,其中百度为战略投资方。

国内在线音乐市场已经形成腾讯系音乐、阿里音乐、网易云音乐和百度音乐四大玩家的格局。

 

   

港股

北京时间10月12日,美股上周四大幅收跌,延续了昨日暴跌趋势。道指连续两日累计下跌逾1370点。投资者仍在担心美债收益率迅猛上涨与美联储加息的影响。受美股暴跌影响,周四亚欧主要股指亦大幅下挫。上周五开盘,港股恒生指数高开0.53%,在25400点上下震荡,午后涨幅不断扩大。

截至收盘,恒生指数涨2.12%,报25801.49点;国企指数涨2.05%,报10299.09点;红筹指数涨0.71%,报4156.33点。大市成交1111.4亿港元。

沪港通资金流向方面,沪股通净流入6.19亿,港股通(沪)净流入17.6亿。

深港通资金流向方面,深股通净流入6.4亿,港股通(深)净流入2.99亿。

焦点股关注:

科网股上涨。舜宇光学(2382)涨10.73%领涨蓝筹;腾讯(0700)涨8.01%,市值重返2.7万亿港元;比亚迪(0285)电子涨7.48%。

内房股上涨。融创中国(1918)涨9.86%;万科企业(2202)涨6.67%;碧桂园(2007)涨6.02%。

濠赌股上涨。美高梅中国(2282)涨6.9%;永利澳门(1128)涨7.41%;银河娱乐(0027)涨6.66%。

汽车股上涨。吉利汽车(0175)涨9.15%;比亚迪股份涨5.37%;美东汽车(1268)涨20.93%。

美团(3690)绿鞋期结束, 美团股价本周经考验

美团有关全球发售的稳定价格期己于2018年10月12日结束。

上周五美团股价创上市以来新低,报59.3港元美股。同时沽空额为10.54亿,仍处于较高水平。

 

 

中国A股

北京时间10月12日,上周五两市再度小幅低开,开盘后震荡走低,盘中三大指数再创调整新低,之后随着银行等板块的强势崛起,市场做多氛围好转,逐步展开反弹,三大指数先后翻红,沪指重回2600点,上证50大涨超2%。

截止收盘,沪指报2606.91点,涨幅0.91%,深成指报7558.28点,涨幅0.45%。

从盘面上看,超级品牌、石油、钢铁、银行、水泥、煤炭等板块涨幅居前,ST、种植业与林业、环保、燃气水务等板块跌幅居前。

热点板块:

超级品牌概念股周五午后走强,比亚迪(002594)大涨7%,泸州老窖(000568)、伊利股份(600887)涨超4%,涪陵榨菜(002507)、洋河股份(002304)、万科A(000002)、贵州茅台(600519)等纷纷涨超3%。

银行股表现活跃,个股全线飘红,长沙银行(601577)涨超5%,平安银行(000001)、建设银行(601939)、郑州银行(002936)、宁波银行(002142)、招商银行(600036)等涨幅居前
 
 

来源:东方财富网,新浪财经,同花顺,21世纪经济报道,彭博,华尔街见闻,辉立证券

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