资讯 | 中国央行三年内首次下降MLF利率

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美股

北京时间11月6日凌晨,美股周二收盘涨跌不一。道指与纳指小幅收高,二者均刷新了历史最高收盘纪录。标普500指数小幅收跌。市场仍在权衡国际贸易协议的前景、乐观的经济数据以及美国联邦政府关门的可能性。

截止收盘,道指收盘上涨30.52点,或0.11%,报27492.63点;标普500指数跌3.65点,或0.12%,报3074.62点;纳指涨1.48点,或0.02%,报8434.68点。

道指成份股沃尔格林(61.23, 1.58, 2.65%)联合博姿集团(WBA)收高2.65%,波音(358.29, 7.20, 2.05%)(BA)收高2.02%,埃克森美孚(73.09, 1.42, 1.98%)(XOM)收高1.98%,麦当劳(192.18, 3.52, 1.87%)(MCD)收高1.83%,沃尔玛(118.86, 1.29, 1.10%)(WMT)收高1.09%。

周二早间,道指最高上涨至27560.36点,标普500指数上涨至3083.95点,纳指上涨至8457.39点,均创盘中历史新高。

今年内,道指已上涨约18%,标普500指数上涨超过22%,纳指已上涨超过27%。

周二市场仍在关注有关第一阶段国际贸易协议的前景。分析师称,贸易谈判正在朝着市场期待的方向发展。

投资者继续关注美联储美联储官员讲话。今天发表讲话的美联储官员包括达拉斯联储总裁罗伯特-卡普兰(Robert Kaplan)、明尼阿波利斯联储总裁尼尔-卡什卡利(Neel Kashkari)等。

经济数据面,美国商务部周二公布的数据显示,因经济放缓带来冲击,美国9月进出口均出现下降。特朗普升级贸易战,加剧了太平洋两岸出口商的衰退。

焦点个股:

网约车行业巨头Uber Technologies(UBER)收盘重挫9.86%。该公司周一宣布再度蒙受季度亏损,但预计到2021年底将实现盈利。该公司三季度营收同比增30%超预期,摊薄每股亏损同比收窄至0.68美元也超出预期,但归属公司净亏损同比扩大18%至11.62亿美元。

微软(MSFT)和诺基亚达成合作关系,将帮助通信服务提供商和企业加快数字转型和进入工业4.0时代。

特斯拉(TSLA)董事会主席德霍姆表示,特斯拉上海超级工厂已经进入试点生产,今年年底将开始正式生产。

Adobe预计2020财年经调整后每股盈利9.75美元,营收约为131.5亿美元。
 

   

港股

北京时间11月5日,美股周一收高,三大股指均创盘中与收盘历史最高纪录。对国际贸易协议的乐观预期令美股得到支撑。投资者仍在关注美企财报与美联储的政策前景。今日开盘,港股恒指高开0.2%,随后在27600点上下波动。

截至收盘,恒生指数涨0.49%,报27683.40点。国企指数涨0.59%,报10877.63点;红筹指数涨0.8%,报4431.51点。

热点板块:

航空股上涨。北京首都机场(7.98, 0.45, 5.98%)涨5.98%;中国东方航空涨2.91%;中国南方航空(5.31, 0.14, 2.71%)涨2.71%。

中资券商股上涨。中国银河(4.38, 0.21, 5.04%)涨5.04%;华泰证券涨4.11%;广发证券(8.93, 0.37, 4.32%)涨4.32%。

石油股上涨。中国海洋石油涨2.12%;中国石油(3.96, 0.08, 2.06%)股份涨2.06%;中国石油化工股份(4.65, 0.08, 1.75%)涨1.75%。

区块链概念股雄岸科技(0.56, 0.11, 24.44%)涨24.44%,报0.56港元。此外,桐成控股(4.15, 0.15, 3.75%)涨3.75%跟涨,美图公司(1.83, 0.07, 3.98%)涨3.98%。天风证券报告中称,集团紧抓黑龙江发展机遇,快速布局全产业链。该行认为,雄岸科技通过全产业链覆盖、全球布局,或将有利于公司在工业大麻产业链上游优先获取高品质种质资源、土地资源、种植技术资源,有望在产业链中下游及早把握应用端需求、建立销售网络,从而形成竞争优势。 

中国A股

北京时间11月5日,早盘三大股指小幅高开后短暂维持窄幅震荡,随后券商、银行等金融权重板块发力,带领沪指快速走强,上证50指数盘中创出年内新高,创业板指则相对较弱,小幅跟涨。午后两市短暂拉升,沪指盘中突破3000点,深成指、创业板指亦同步跟涨,但资金承接力度较弱,两市冲高后再度回落。整体上市场氛围一般,涨跌个股持平,成交量没有明显放大。北向资金净流入超50亿元。

截止收盘,沪指报2991.56点,涨0.54%,深成指报9938.61点,涨0.71%。

从盘面上看,无线耳机、消费电子、半导体、养殖业等板块涨幅居前,贵金属、上海自贸、燃气等板块跌幅居前。

热点板块:

无线耳机板块延续强势行情,截止收盘,佳禾智能(57.320, 5.21, 10.00%)封涨停板,亿纬锂能(40.380, 3.67, 10.00%)、漫步者(13.340, 0.85, 6.81%)、立讯精密(34.760, 1.92, 5.85%)、兆易创新(173.800, 8.68, 5.26%)、韦尔股份(115.550, 5.70, 5.19%)等个股纷纷跟涨。

消息面上,苹果Airpods的热销彻底引爆TWS耳机市场,并引领整个声学产业链新一轮的成长机遇。整个 TWS 市场或成为未来几年内成长性最好的赛道之一。TWS产业链下游蛋糕最大,零部件成长机遇凸显,行业景气度从2019年以来进入上行,未来行业增长空间大。

券商板块表现活跃,截止收盘,第一创业(7.390, 0.43, 6.18%)涨超5%,国盛金控(11.840, 0.47, 4.13%)、中信建投(23.240, 0.64, 2.83%)、华鑫股份(15.000, 0.40, 2.74%)、国投资本(12.650, 0.34, 2.76%)、海通证券(14.680, 0.30, 2.09%)等个股跟涨。

昨日央行时隔三年半首次下调中期借贷便利(MLF)利率5个基点至3.25%,有望开启新一轮降息周期。消息发布后,上证指数盘中一度站上3000点,上证50指数创近21个月内新高。
 
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