股市资讯 | 中方表示可能拒绝参与此次中美会谈。海底捞认购火爆,将于明日定价。

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美股

截至北京时间9月15日凌晨,美股周五收盘涨跌不一,标普500指数录得连续第五个交易日上涨。投资者仍在关注国际贸易局势的进展与美国经济数据。

道指涨8.68点,或0.03%,报26,154.67点;标普500指数涨0.8点,或0.03%,报2,904.98点;纳指跌3.67点,或0.05%,报8,010.04点。

上周道指累计上涨0.9%,标普500指数累计上涨1.2%,纳指累涨1.3%。

中美贸易关系的发展仍是市场最关心的问题。

宏观基本面:

中国可能拒绝参与此次中美会谈

援引彭博社报道,据知情人士透露,美国总统唐纳德特朗普周四指示助手继续对中国产品征收约2000亿美元的关税,尽管他的财政部长试图重启与北京的谈判以解决贸易战。

援引经参报头版《平常心看待美方约谈要求 仍需要做好重构产业链的准备》中的评论:

报道指出:美方约谈,平常心看待即可。中美贸易冲突问题的存在将是长期的。

“从长期看,贸易冲突或许只是前奏,中美战略互动态势和力量对比变化正在重构一个利益平衡新状态,这一变化必将在经济、政治、安全等方面带来影响。

在中美贸易问题中,零和思维和冷战思维都是不正确的思路,此轮中美贸易摩擦的长期性、艰巨性和复杂性,也不能低估。

未来,无论是冲突升级还是偃旗息鼓,是发生大的冲突还是小的摩擦,我们都需要做到沉着镇定,既不杞人忧天,也不盲目乐观,更要做好打持久战的准备,争取最好的结果。

我们仍需要做好重构产业链的准备。中美两国产品贸易大都是全球价值链产品和中间品贸易,面对冲突升级风险,美企和中企都不得不面对重新寻找伙伴和对手的过程,为此,必须坚持改革开放,扩大自己的朋友圈,减轻外部压力。”

据华尔街日报报道,由于白宫对中国2000亿美元进口关税的新威胁,中美之间旨在缓和两国贸易紧张局势的谈判面临风险。

据“华尔街日报”报道,北京正在考虑拒绝美国财政部长史蒂芬·努钦(Steven Mnuchin)领导的谈判,并引用了解有关讨论情况的官员,因为它不准备以“枪指向其头”谈判。

据知情人士透露,总统唐纳德特朗普周四指示助手继续对中国产品征收额外关税,尽管他的财政部长试图重启与北京的会谈以解决贸易战。

据知情人士称,由于政府根据公众意见中提出的担忧进行修订,新一轮关税的公告已被推迟。据两位知情人士透露,特朗普可能在他可以瞄准的产品上运行不足,而不会受到美国主要公司和消费者的强烈反对。

美国8月零售销售环比增长0.1%,预期增长0.4%,前值由增长0.5%修正为0.7%。扣除汽车销售不计,美国8月零售销售环比增长0.3%,预期0.5%,前值由0.6%修正为0.9%。

焦点股关注:

上周五在纳斯达克上市的趣头条(QTT)大幅收高128.14%,市值达到约46亿美元。该股日内涨幅巨大,曾多次触发熔断。

NiSource(NI)收盘大幅下跌11.72%,此前有报道称,在波士顿近郊城镇发生天然气爆炸事故后,该公司旗下7个受政府监管的公用事业公司之一——马萨诸塞州哥伦比亚瓦斯公司已收到疏散令。

 

   

港股

北京时间9月14日,恒生指数高开0.8%,之后维持走高,一度涨逾1.1%。

截止收盘,恒生指数涨1.01%,报27286.41点。国企指数涨0.69%,报10575.17点;红筹指数涨1.45%,报4130.2点。大市成交868.9元。

沪港通资金流向方面,沪股通净流入16.3亿,港股通(沪)净流入4.9亿。

深港通资金流向方面,深股通净流入12.9亿,港股通(深)净流入3.46亿。

焦点股关注:

内地汽车制造股周五大幅上扬,截至收盘,比亚迪股份(1211)涨8.15%,报49.1港元,领涨板块;广汽集团(2238)涨7.59%,报7.8港元;华晨中国(1114)涨4.83%,报11.72港元;长城汽车(2333)涨2.97%,报4.5港元。

海底捞:认购火爆,将于明日定价

海底捞将于今日结束其为期一周的全球路演,明日将确定最终价格及最终配售结果。

投行人士称,目前海底捞的机构簿记十分火热,吸引了大量国内外基金的积极认购,其中包括中投,UBS全球资产管理,新加坡政府投资,中国人寿,中国人保等全球著名主权/长线基金。目前国际配售部分已经超过20倍超额认购。

 

 

中国A股

北京时间9月14日,周五两市小幅高开,沪指早盘围绕平盘线震荡,午后白酒股走高,带动沪指盘中小幅翻红汽车产业链个股表现相对较强,科技股成杀跌主力军。

截止收盘,沪指报2681.64点,跌幅0.18%,深成指报8113.88点,跌幅0.61%。

从盘面来看,酿酒、稀土永磁、新能源车概念等板块涨幅居前;次新股、国产软件、信息安全、5G概念等板块跌幅居前。

热点板块:

海南板块周五午后异动拉升,大东海A(000613)涨停,罗牛山(000735)、海南瑞泽(002596)、海峡股份(002320)、海航创新(600555)、钧达股份(002865)、欣龙控股(000955)、海汽集团(603069)等个股纷纷跟涨。

白酒板块周五午后直线拉升,金种子酒(600199)涨停,青青稞酒(002646)、酒鬼酒(000799)、舍得酒业(600702)、老白干酒(600559)、顺鑫农业(000860)、古井贡酒(000596)等个股集体拉升。

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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