资讯 | 20多国停飞或禁飞737MAX ,波音(BA)创近十年最大两日跌幅

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美股

北京时间3月13日凌晨,美股周二收盘涨跌不一。波音下跌6.1%拖累道指收跌。英国议会再次否决了特蕾莎-梅提出的修正版脱欧协议。

截至收盘,道指跌96.22点,或0.38%,报25554.66点;标普500指数涨8.22点,或0.30%,报2791.52点;纳指涨32.97点,或0.44%,报7591.03点。

周二投资者继续关注经济数据与地缘政治关系的进展。英国议会在投票中否决了英国首相特蕾莎-梅(Theresa May)提出的修正版脱欧协议,这标志着特蕾莎-梅再次遭遇重大失败。

波音股价收跌6.1%,令道指承压。纳指与标普500指数收高,医疗保健与科技板块涨幅领先。

波音公司收跌6.1%。受波音737 Max 8机型在6个月内发生两次致命坠机事件影响,该股已连续两个交易日大幅收跌。周日,埃塞俄比亚航空公司的一架波音737 Max 8飞机从飞不久后坠毁,导致机上157人全部遇难。坠机事件引起了对这款波音机型飞行系统的担忧。

宏观基本面:

周二经济数据面,美国劳工部报告称,美国2月消费者价格指数(CPI)同比增长1.5%,略不及预期和前值1.6%;环比增长0.2%,符合预期,高于前值0%。

美国全国独立企业联合会(NFIB)报告称,1月小企业信心指数上涨0.5点,升至101.07点。该指数的10个分项指数中,有5个指数上涨,其中预期未来经济增长的指数增长了5点。

焦点股关注:

波音(BA)股价走低,延续了昨日的下跌趋势。

Dick’s Sporting Goods(DKS)受到关注,该公司宣布第四财季销售收入下降6.5%,但超出市场预期。该公司的盈利同样超出预期。

电动汽车生产商特斯拉(TSLA)股价下跌2.6%。该公司CEO埃隆-马斯克(Elon Musk)的律师为这位直言不讳的高管最近发布的一条推特(31.16, 0.29, 0.94%)作了辩护,指责美国证管会(SEC)管得太宽,侵犯了马斯克的言论自由。

20多国停飞或禁飞737MAX ,波音创近十年最大两日跌幅

北京时间3月13日讯,在埃塞俄比亚航空公司一架航班周日发生坠机,造成人员遇难后,执飞的波音最畅销款737 Max飞机在全球范围内不断遭到停飞。持续有越来越多的国家对波音737MAX关闭领空,世界范围内更有多家航空公司禁非该机型,另有多家区域性航空组织敦促停飞该机型。截止当前,已有全球20多个国家停飞该机型或禁止该机型进入领空。周二收盘,波音股价跌6.12%,报375.51美元,该股两日累跌11.15%,创下2009年7月以来的最大两日跌幅。

据统计,目前已有20多个国家宣布停飞波音737MAX或禁止该机型进入领空,包括:埃塞俄比亚、澳大利亚、巴西、墨西哥、开曼群岛、中国、印度、印尼、新加坡、韩国、土耳其,奥地利、法国、德国、英国、挪威、冰岛、爱尔兰、波兰、比利时、科威特、阿联酋。

英国、意大利、法国、荷兰、德国、波兰、比利时已宣布禁止波音737MAX进入其领空,奥地利交通部长声明:在得到进一步通知之前,将禁止波音737 MAX客机进入奥地利空域。爱尔兰民航局叫停该机型运营,意大利航空公司,土耳其航空公司、冰岛航空公司、挪威航空公司、波兰LOT航空、俄罗斯S7航空、迪拜航空也停飞波音737MAX客机。

监管民航领域的欧盟机构欧洲航空安全局确认宣布停飞所有波音737 MAX客机,正采取预防性措施,但现在就埃塞俄比亚坠机事故做结论还言之过早。

美国航空机械师工会TWU敦促CEO停飞波音737 MAX 8。

此前,澎湃新闻称,算上埃塞俄比亚航空、开曼航空、墨西哥航空、巴西高尔航空、阿根廷航空、南非康姆航空、蒙古航空、摩洛哥航空、印度捷特航空、韩国易斯达航空,目前至少已有来自23个国家(地区)的航空公司宣布暂停波音737 MAX 8航班飞行。

此前,波音表示,美国联邦航空管理局(FAA)未授权对波音737 MAX采取行动,“基于目前获得的信息,我们没有依据对运营商发布新的指引”。波音称,对737 MAX机型的安全“有充分信心”,对监管机构做出他们认为最适合本土市场的决定表示理解。

此前一日、埃塞俄比亚班机坠毁后第一个交易日,波音盘中跌近13%,收跌5.33%,创四个多月来最大单日跌幅。
 

   

港股

北京时间3月12日,美股周一收高,主要股指结束此前连续5个交易日下跌的颓势。道指实现440点逆转,收涨逾200点。科技股攀升推动纳指收高2%。苹果、谷歌与Facebook等抵消了波音股价大跌的影响。周二开盘,港股恒生指数高开0.9%,随后高开高走在28900点上下震荡。

截止收盘,恒生指数涨1.46%,报28920.876点,逼近29000点关口,连续15个交易日成交超千亿;国企指数涨1.68%,报11466.14点;红筹指数涨1.05%,报4505.87点。

沪港通资金流向方面,沪股通净流入9.46亿,港股通(沪)净流入8.94亿。

深港通资金流向方面,深股通净流入3.95亿,港股通(深)净流入8.88亿。

热点板块:

内房股上涨。中国奥园涨4.79%;碧桂园涨4.34%;融创中国涨4.57%。

中资券商股上涨。中信证券涨2.95%;华泰证券涨2.43%;中州证券涨1.6%。

内险股上涨。中国太平涨1.93%;中国人寿涨1.91%;中国平安涨2.1%。

猪肉价格短期或再度上行,猪肉股大涨。雨润食品股价大涨11.37%,报2.35港元;万洲国际涨6.46%领涨蓝筹;中粮肉食涨3.1%。消息面上,广发证券发表报告指,引述行业网站消息称,北京华商储备商品交易所近日宣布,2019年冻猪肉收储工作已于3月8日启动,预料在收储工作启动后,猪肉价格短期内上涨的机率在66%以上。

香港交易所携手MSCI拟推A股指数期货,股价大涨3.07%,报277.4港元。成交量285万,成交额7.88亿,最新市值3469.25亿港元。3月11日,香港交易及结算所有限公司(下称“港交所”)宣布与MSCI 签订授权协议,计划在获得监管批准后并因应市况推出MSCI中国A股指数的期货合约。

美团点评股价跌11.12%,报52.35港元。美团点评-W(52.35, -6.55, -11.12%)发布2018年度业绩,该集团于年内收入为652.27亿元人民币(单位下同),同比增长92.3%。毛利为151.05亿元,同比增长23.6%。公司权益持有人应占年内亏损为1154.8亿元,同比增长5.1倍。每股基本亏损为42.40元,不派息。公告显示,经调整EBITDA及经调整亏损净额分别为人民币负的47亿元及人民币85亿元,同比分别增长75.9%及198.6%。

同程艺龙被纳入港股通并生效,股价大涨11.83%,报17.4港元。深交所昨日发布公告,因恒生综合大型股指数、中型股指数、小型股指数实施成份股定期调整,港股通股票名单发生调整并生效。其中,山水水泥(2.76, 0.06, 2.22%)、同程艺龙、华兴资本控股(25.4, 2.00, 8.55%)、51信用卡(6.12, 0.06, 0.99%)等获调入。作为内地与香港资本市场互联互通的桥梁,港股通已经成为港股市场重要力量。

恒大健康将于下周五(3月22日)披露年报,股价绩前抢跑。截至收盘,涨7.91%,报价12港元,成交额5450万。恒大健康产业集团日前发布盈利预警,预计2018年该集团净亏损约14亿元,主要原因是受投资新能源汽车的拖累。据了解,恒大健康去年6月高调入主贾跃亭FF汽车,仅3个月即出现关系恶化矛盾升级。

 

 

中国A股

北京时间3月12日,周二开盘两市大幅高开,早盘养殖业、通讯服务等板块轮番表现下,三大股指全线上涨,创指一度大涨逾3%收复2018年以来失地,午后白酒概念股的持续杀跌,带动各大股指相继走低,呈现冲高回落走势,尾盘行业板块悉数下探回升,几乎全线上涨,市场做多氛围回暖,两市成交额再破万亿大关。

截至收盘,沪指报3060.31点,涨1.10%,深成指报9841.24点,涨1.41%。

从盘面上看,行业板块几乎全线上涨,养殖业、通讯服务、知识产权保护居板块涨幅榜前列。

热点板块:

养殖业板块持续走强,全天领涨两市,雏鹰农牧、益生股份、民和股份、仙坛股份、圣农发展、天邦股份、华英农业涨停,温氏股份、立华股份、新五丰、大湖股份等个股均有大涨表现。

通讯服务板块再度崛起,表现活跃,吉视传媒、迅游科技、盛天网络、新华网、人民网、广电网络涨停,东方明珠、中国联通、天威视讯、上海钢联、中青宝等个股均有不俗表现。

如果有想了解更多全球股市资讯,请关注微信公众共 “辉立资本新加坡” (SGPSPL)

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