股市资讯 | 谷歌入股京东。周一特斯拉股价收高

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美股

截至北京时间6月19日凌晨,美股周一大体收跌,道指连续第五个交易日下滑。美国和中国这两个全球最大的经济体之间的贸易局势持续紧张,令市场承压。

截止收盘,道指跌103.01点,或0.41%,报24,987.47点;标普500指数跌5.79点,或0.21%,报2,773.87点;纳指涨0.65点,或0.01%,报7,747.03点。

宏观基本面:

美国全国房屋建筑商协会(NAHB):美国6月房屋建筑商信心指数下降2点,降至68。

纽约联储行长约翰-威廉姆斯(John Williams)将在美东时间周一下午4点在一场专注于改革金融服务行为的会议上发表讲话。

亚特兰大联储行长拉斐尔-博斯蒂克(Raphael Bostic)周一表示,美联储仍然没有达到所谓的中性利率——即货币政策既不宽松也不紧张的水平。他表示,他乐于继续将政策转向更加中立的立场。

焦点股观察:

谷歌(GOOG)将对京东(JD)投资5.5亿美元,双方将探索联合发展零售解决方案。谷歌将以每股20.29美元认购京东2710万股新股。京东股价小幅收高0.39%。

特斯拉(TSLA)受到关注,此前该公司CEO埃隆-马斯克(Elon Musk)在周末发表推文展示了该公司的最新产品线。特斯拉收高3.53%

   

中国A股

北京时间6月18日,周一中国端午节,沪深交易所闭市,港股通服务关闭。

北京时间6月19日,沪深交易所今天开通,港股通服务开通。

宏观基本面:

中国央行:将进行1000亿元逆回购操作 净投放500亿元

中国央行实施700亿元7天、200亿元14天、100亿元28天逆回购。今日有500亿元7天逆回购到期。

中国人民银行有关负责人6月18日表示,当前金融市场流动性合理稳定,经济金融运行平稳。

总体看,稳健中性的货币政策取得了较好成效,银行体系流动性合理稳定,货币信贷和社会融资规模适度增长,市场利率基本平稳,综合社会融资成本稳中有所下降,金融对实体经济的支持力度较为稳固,为服务实体经济、防控金融风险发挥了重要作用。

一是货币信贷和社会融资规模增长适度。从M2和信贷增速看,2018年5月末,M2同比增长8.3%,增速比2017年末上升0.2个百分点,实体流动性整体趋于稳定。5月份,人民币贷款增加1.15万亿元,同比多增405亿元,小微、涉农领域贷款投放加快。从社会融资规模增长看,1—5月份增量7.9万亿元,同比少增1.44万亿元,5月末同比增长10.3%,主要是强监管、去杠杆政策效应逐步发挥,委托贷款、信托贷款及未贴现银行承兑汇票等表外融资有所下降,债券市场融资有所减少。综合考虑季节波动、资产证券化等因素影响,今年以来社会融资增长总体比较平稳。

二是金融市场利率企稳。目前,10年期国债收益率已从去年底的接近4%下降到3.6%左右。2018年5月,同业拆借加权平均利率、质押式回购加权平均利率分别为2.72%、2.82%,比上年同期低0.16和0.11个百分点,年初以来累计下降0.20和0.29个百分点。

三是债券市场风险总体可控。今年以来,债券发行融资同比回暖,市场利率水平整体呈现下行趋势,尽管出现了一些实质性违约事件,但近期新增违约总体呈点状分布,未呈现风险集中的趋势,是加强市场纪律、有序打破刚性兑付的体现,债券违约率总体水平不高。

该负责人说,人民银行将实施好稳健中性的货币政策,加强形势预判和预调微调,加强监管政策协调,把握好政策的力度和节奏,加大对小微企业等实体经济支持力度,健全货币政策和宏观审慎政策双支柱调控框架,积极有效应对可能的外部冲击,稳定市场预期,维护金融市场平稳运行。

   

港股

北京时间6月18日,周一香港交易所闭市。北京时间6月19日照常开通。

宏观基本面:

香港将于今日公布季度失业率。市场平均预测值为2.8%。

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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