资讯 | 中国A股四连阳,热门中概股集体上涨,哔哩哔哩涨近6%

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美股

北京时间9月6日凌晨,美股周四收高,三大股指涨幅均超过1.3%,科技股领涨。国际贸易局势可能取得进展的迹象与乐观的经济数据提振了风险投资偏好。

截止收盘,道指收盘上涨372.68点,或1.41%,报26728.15点;标普500指数涨38.22点,或1.30%,报2976.00点;纳指涨139.95点,或1.75%,报8116.83点。

市场风险投资偏好提高,美股受到追捧,国债与黄金等避险资产承压。备受关注的2年期与10年期国债收益率倒挂现象暂时消失。美国10年期国债收益率攀升至1.569%,2年期国债收益率报1.554%。30年期国债收益率突破2%,报2.054%。

周四盘中道指一度上涨超过500点,最高上涨至26836.30点。IBM(IBM)、苹果(AAPL)、卡特彼勒(CAT)、高盛(GS)、明尼苏达矿业制造(MMM)、英特尔(INTC)、陶氏化学(DOW)、摩根大通(JPM)、波音(BA)、维萨卡(V)等道指成份股涨幅领先。

有关国际贸易局势取得进展的消息提振了市场情绪。但许多分析师对此保持谨慎乐观。

宏观基本面:

美国经济数据面,ADP就业机构报告称,美国8月ADP私营部门就业人数增加19.5万,远超14.9万的预期。这份数据表明美国就业状况依然强劲。

美国劳工部报告称,美国上周首次申领失业救济人数为21.7万,市场预期为21.5万人。

另一份数据表明,美国7月扣除飞机非国防资本耐用品订单环比终值增长0.2%,初值增长0.4%。美国7月耐用品订单环比终值增长2%,预期2.1%,初值2.1%。

美国7月工厂订单环比1.4%,预期1%,前值0.6%。美国7月扣除运输的工厂订单环比0.3%,前值0.1%。

焦点个股:

Slack Technologies(WORK)收跌3.4%。该公司宣布第二财季业绩超出市场预期,但预计本财季的亏损额可能超出预期,再次引发对该公司盈利与营收增长的担忧。

Ciena(CIEN)宣布第三财季盈利与营收均超出预期,并发布了乐观的全年业绩预期。

苹果(AAPL)Pay副总裁表示,苹果正在“关注”加密货币,但短期内不打算涉足其中。另有报道称苹果将发行总价值70亿美元的债券。

易车网二季度净亏损超市场预期。

福特汽车(F)发表声明称“放弃整合中国销售渠道的计划“的报道失实。

蔚来收高7.27%。该公司拟发行2亿美元可转债,李斌和腾讯各认购1亿。

趣头条重挫9.3%,该公司第二季度继续录得亏损。

热门中概股集体上涨,陌陌大涨近8%,蔚来汽车涨超7%,哔哩哔哩涨近6%。
 

   

港股

北京时间9月5日,周三恒指高开高走,最大涨幅为4.41%,高见26654.21点,最多涨1126点,收盘暴涨3.9%,报26523点,大市成交1164亿港元。受外围利好刺激,周四早盘港股低开高走。不过,午后恒指跳水一度跌近1%,此后跌幅收窄。

截至收盘,恒指跌0.03%,报26515.53点;国企指数涨0.93%,报10384.14点;红筹指数涨0.59%,报4225.68点。

国常会释放信号,9月大概率降准。银行股、券商股、工业股受益集体走高。

热点板块:

工业股方面,中联重科大涨7%,海天国际、中国高速转动、潍柴动力、中国龙工等大涨

银行股方面,工行、建行等涨逾1%,招商银行大涨2.82%。

券商股集体爆发,国泰君安涨6.47%,海通证券、广发证券涨逾4%,中信证券、华泰证券等涨逾3%。

9月4日,国务院常务会议指出,坚持实施稳健货币政策并适时预调微调,落实降低实际利率水平措施,及时运用普遍降准和定向降准等工具,引导金融机构将资金更多用于普惠金融,加大对实体经济支持力度。

科网股走高,其中,瑞声科技大涨12.03%,领涨蓝筹;比亚迪电子涨8.21%,通达集团那张7.14%,舜宇光学科技涨2.35%。

汽车股走高,广汽集团涨4.58%,吉利涨3.78%,长城、比亚迪等涨3%。商务部称正在调研汽车企业,将适时出台措施支持汽车行业。

长安仁恒盘中暴跌53%,此前,7月18日低点以来,该股累涨255%。8月14日,长安仁恒公布,截至2019年6月30日止6个月,公司收入4458.8万元人民币,同比减少0.1%;溢利28.2万元,同比减少56.1%。
 

中国A股

北京时间9月5日,早盘两市高开后指数单边走强,多头表现强劲,盘中沪指站上3000点,创指重返1700点,进入技术性牛市,盘面上以券商为代表的大金融板块领涨两市,5G、国产软件等科技股同样表现不俗。午后,市场情绪降温,三大股指冲高回落涨幅收窄,早盘强势的大金融及科技股均有所回落,军工、燃气、区块链等板块异动拉升。整体上,两市成交额显著放大,北上资金净流入近97亿元,个股涨多跌少。

截止收盘,沪指报2985.86点,涨0.96%;深成指报9783.50点,涨0.86%。

从盘面上看,燃气、券商、5G等板块涨幅居前,白色家电、煤炭、医疗器械等板块跌幅居前。

热点板块:

券商板块领涨两市,截至收盘,华创阳安封板,哈投股份、中信建投、海通证券、红塔证券、东方财富、东吴证券等个股跟涨。

5G板块表现强势,截至收盘,新易盛、中际旭创、世嘉科技、天孚通信、闻泰科技、东方通信等多只个股涨停,奥士康、华工科技、新雷能等个股跟涨。
 
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