资讯 | 联储会议前美股小幅收高,纳指站上7700点

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美股

北京时间3月19日凌晨,美股周一收高,纳指重新站上7700点关口。亚马逊与苹果表现突出,但波音与Facebook股价走低令股指涨幅受到抑制。投资者正在等待美联储会议结果,并关注美国联邦检察机构针对波音737MAX飞机的调查进展。英国议会排除了针对脱欧协议进行第三次投票的可能性。

截至收盘,道指涨65.23点,或0.25%,报25914.10点;标普500指数涨10.46点,或0.37%,报2832.94点;纳指涨25.95点,或0.34%,报7714.48点。

道指成份股波音(BA)收跌1.8%。据《华尔街日报》报道,美国联邦检察机构与美国交通部的官员正在密切关注针对该公司737MAX机型的调查进展。

美联储本周的货币政策会议备受关注。

TS Lombard公司首席美国经济学家Steven Blitz表示:“当美联储的联邦公开市场委员会(FOMC)成员本周召开会议时,他们会发现:尽管他们一再保证将尽快缩减资产负债表规模,但自从他们1月度开会以来,短期国债收益率的变动仍然显示经济增长放缓。”

在1月份召开会议时,美联储暗示将在加息方面保持“耐心”。目前美国的2年期国债收益率已从年初的约2.6%下降至近2.45%。10年期国债收益率从2.78%下降至2.6%。

宏观基本面:

美联储将从本周二起召开为期两天的货币政策会议,并在周三公布利率决定。市场普遍预计美联储将维持利率不变,但将关注货币政策决策者发布的声明、美联储主席杰罗姆-鲍威尔(Jerome Powell)在新闻发布会上发表的言论、以及货币政策委员会委员们对利率前景的预测——即所谓的加息路径点阵图。

大多数经济学家都在预计美联储将其预期加息路径下调为2019年加息一次、并在2020年再次加息,同时维持其在1月份采取的鸽派观望立场不变。多数市场人士认为,美联储在1月份的货币政策立场转变,帮助了美国股市从12月份的低谷反弹。

在2018年经历了四次加息后,市场对今年美联储的加息次数普遍认为低于两次,但在加息次数是一次还是两次、加息的时间点和节奏等具体问题上,各个机构莫衷一是。

焦点股关注:

木地板产品零售商Lumber Liquidators Holdings(LL)股价走低,该公司宣布第四财季营收不及预期。

生物制药企业Dermira(DERM)股价大涨,此前该公司宣布其治疗特应性过敏性皮炎的实验性药物在中期实验中取得了积极效果。

Edwards Lifesciences(EW)股价攀升,该公司无创心脏瓣膜置换系统取得了良好效果,其高管在周末举行的2019年美国心脏病学会大会上回答了相关问题。

Overstock.com(OSTK)股价攀升,该公司在周一盘前公布了第四财季业绩。

并购交易消息面,Fidelity National Information Services(FIS)周一表示,将以现金加股票方式收购电子商务与支付服务企业Worldpay(WP),交易将后者估价为430亿美元。

 

   

港股

北京时间3月18日,美股周五收高。波音转涨推动道指上涨逾138点。投资者仍在关注贸易谈判前景与英国脱欧的最新进展。周一开盘,港股恒生指数高开0.35%,随后涨幅不断扩大,午后涨超1%。

截止收盘,恒生指数大涨1.37%,报29409.01点,创近9个月新高;国企指数涨1.45%,报11674.83点;红筹指数涨2.85%,报4680.80点。

沪港通资金流向方面,沪股通净流入36.19亿,港股通(沪)净流出为0.43亿;

深港通资金流向方面,深股通净流入3.78亿,港股通(深)净流入为8.76亿。

热点板块:

内房股集体暴涨。雅居乐集团涨10.7%;华润置地涨9.13%领涨蓝筹;融创中国涨6.86%;中国恒大涨5.03%;碧桂园涨3.36%。

中资券商股上涨。中信证券涨4.16%;中国银河涨3.07%;海通证券涨2.91%。

腾讯股价涨2.73%,报368.8港元。腾讯将于本周四放榜,综合券商预测,以非通用会计准则计算,腾讯去年纯利由725.85亿至788.51亿元(人民币,下同),按年增长11.5%至21.1%,以中位数761.97亿元计,按年增长17 %。腾讯股价方面,实德金融策略研究部首席分析师郭启伦认为腾讯目标价位上属于大涨小回,短期有机会回吐约5%至6%,其后会反弹逾10%,在320元是值得吸纳的价位,他对腾讯能重上380元有信心。

 

 

中国A股

北京时间3月18日,周一两市小幅低开后,盘中在白酒、银行、钢铁等板块轮番带动下,三大股指全天维持一路上行的走势,各大股指涨幅均超2%,沪指逼近3100点,创指一举收复1700点整数关口,两市成交额超8000亿元,行业板块板块几乎全线上涨,市场做多资金充足,赚钱效应显著回升。
截至收盘,沪指报3096.42点,涨2.47%,深成指报9843.43点,涨3.07%。
从盘面上看,白酒概念、西藏、钢铁居板块涨幅榜前列,园区开发、养鸡、工业大麻居板块跌幅榜前列。

热点板块:
白酒概念股全天领涨两市,掀起涨停潮,贵州茅台市值再回万亿,金种子酒、口子窖、老白干酒、泸州老窖、古井贡酒、今世缘、顺鑫农业、酒鬼酒涨停,山西汾酒、五粮液、伊力特、舍得酒业等个股均有大涨表现。
钢铁板块尾盘集体走强,表现活跃,西宁特钢、大冶特钢、八一钢铁涨停,华菱钢铁、韶钢松山、新钢股份、安阳钢铁、方大特钢、南钢股份、首钢股份等个股均有不俗表现。

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