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美股

截至北京时间9月26日凌晨,美股周二收盘涨跌不一。国际贸易紧张局势重新成为市场焦点。投资者也在关注强劲的经济基本面因素,并等待美联储的政策会议结果。

截止收盘,道指周二收盘下跌69.84点,或0.26%,报26,492.21点;标普500指数跌3.81点,或0.13%,报2,915.56点;纳指涨14.22点,或0.18%,报8,007.47点。

周二盘中,10年期美国国债大幅攀升至3.11%,接近今年最高水平。美债收益率上涨的背景是联邦公开市场委员会(FOMC)从今天开始召开为期两天的货币政策会议。分析师预计美联储加息25个基点的可能性已超过90%。

宏观基本面:

美国消费者对短期前景的乐观情绪在9月份大幅改善。美国经济咨商局9月消费者信心指数从134.7猛增至138.4,打破了人们对美国消费者信心指数下降至132.1的预期。

焦点股关注:

高通(QCOM)公司周二指称苹果(AAPL)公司窃取了其商业机密,并将其交给英特尔(INTC)公司,以改善英特尔芯片业务,为苹果公司使用英特尔芯片而非高通芯片铺平了道路。这是高通与苹果之间旷日持久的法律纠纷的最新一起。周二高通收跌1.14%,苹果收高0.63%,英特尔收跌2.13%。

Instagram的联合创始人宣布他们已经从Facebook(FB)辞职,他们计划在未来几周内离开公司。Facebook收跌0.3%。

 

 

   

港股

北京时间9月25日消息,两市早盘低开,房地产开发、民航板块跌幅居前,三大股指一度震荡下行。但随后在油服、自贸港、军工等板块的带动下,市场逐渐回暖,科技板块大涨带动创指一度翻红。临近上午收盘,三大股指再度震荡回落,虽然猪肉板块持续拉升,但受房地产、券商等权重股的影响,主板指数上扬动力不足,板块个股分化,市场情绪较为谨慎。周二午后,三大指数午后走势波澜不惊,振兴东北板块、基建概念股先后异动。可银行、券商等金融板块依旧萎靡不振,板块个股仍然普跌。临近收盘,农业板块震荡走高,两市指数小幅回暖,随后冲高但又回落,总体做多情绪较为低迷。

截止收盘,沪指报2781.14点,跌0.58%,成交1085.28亿元;深成指报8353.38点,跌0.66%,成交1338.43亿元。

焦点股关注:

受“供应面临收紧风险,布油创新高 ”消息等影响,采掘服务板块大涨,中曼石油(603619)、贝肯能源(002828)、仁智股份(002629)等多股大涨。

受“消费旺季来临,仓储物流板块表现活跃 ”消息等影响,物流板块异动拉升,广汇物流(600603)涨停,长江投资(600119)、德邦股份(603056)、韵达股份(002120)、圆通速递(600233)、密尔克卫(603713)等个股均有所拉升。

 

 

中国A股

本周一为中国中秋节,沪深两市休市。
 
 

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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