资讯 | 奈飞(NFLX)提价幅度创有史以来最大 ,收盘股价上涨超6.5%

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美股

北京时间1月16日凌晨,美股周二收高,道指收复24000点关口,纳指重新站上7000点,Netflix领涨科技股。投资者正在权衡一些银行财报及中国推行新刺激措施的前景。

截止收盘,道指涨155.75点,或0.65%,报24065.59点;标普500指数涨27.69点,或1.07%,报2610.30点;纳指涨117.92点,或1.71%,报7023.83点。

美国上市公司财报季从周一开始拉开帷幕。花旗集团(C)宣布业绩不及预期。JP摩根大通(JPM)、富国银行(WFC)、贝莱德(BLK)、高盛(GS)、Netflix(NFLX)及其他一些大企业将在本周陆续公布财报。

花旗集团的财报结果显示情况并不乐观。在第四季度,花旗最大的证券业务–固定收益交易营收锐减21%,降至七年来最低。股票和债券承销业务合计营收比分析师预期下降得更多。同时,花旗偏离全年盈利目标的幅度,比五周前暗示的程度更大。

而在第四季度财报季开始前,苹果(AAPL)及其他一些企业巨头相继发布的预警令投资者对企业盈利前景感到担忧。

经济基本面:

美国劳工部宣布,美国12月生产者价格指数(PPI)环比下降0.2%,预期下降0.1%。扣除食品与能源价格不计,美国12月核心PPI同比增长2.7%,预期增长3%,前值为2.7%。

美联储报告称,1月纽约制造业调查指数为3.9,预期10,前值10.9。

焦点股关注:

科技股领涨大盘。Facebook)、亚马逊(AMZN)、苹果(AAPL)、Netflix(NFLX)及Alphabet(GOOG)等全线攀升,其中Netflix大涨6.5%,余者涨幅均超过2%。

Netflix宣布将其在美国的收费标准提高13%-18%,为推出流媒体服务十二年来最大的提价幅度。另外,高盛还预计该公司第四财季的业绩将超预期。Netflix(NFLX)股价收高6.5%。高盛预计其四季度业绩将超预期,且该公司宣布其订阅服务涨价。

UnitedHealth Group(UNH)股价走低,此前该公司宣布盈利与营收均超出预期。

富国银行(WFC)收跌1.5%。该公司将在周二公布第四财季财报。

JP摩根大通(JPM)小幅收高。周二盘前,该公司报告称,由于市场波动加剧,该行债券业务收益令人失望,四季度各项营收均低于预期;此前该行净利润已连续15个季度高于预期。具体数据显示,JP摩根第四财季每股收益1.98美元,预期2.2美元。营收268亿美元,预期268.4亿美元。净利润71亿美元,去年同期42.3亿美元,同比增67%。(2017年四季度,由于受到税改的影响,摩根大通计提24亿美元费用,导致净利润大幅下降。)投资银行业务营收17.2亿美元,预期17.7亿美元,去年同期为0.4亿美元。固收业务营收18.6亿美元,预期22.9亿美元,去年同期亏损3.6亿美元。股票及交易业务营收13.2亿美元,高于去年同期1.7亿美元。

达美航空公司(DAL)股价走低。该公司宣布第四财季盈利好于预期,营收符合市场预期。

奈飞(NFLX):提价幅度创有史以来最大 ,收盘股价上涨超6.5%

新浪美股 北京时间1月16日讯,奈飞宣布提高用户订阅价格,盘中股价一度涨超7%,截至收盘,股价上涨6.52%,报354.64美元。

据悉,奈飞此次订阅价格的提高是历史上幅度最大的一次。临开盘前,奈飞宣布美国地区服务涨价13%-18%,为公司推出流媒体服务十二年来最大的提价幅度。

经过此次调价,奈飞收费最低的基本套餐将从每月8美元涨至9美元,收费最高的套餐将从每月14美元涨至16美元。奈飞最受欢迎的套餐月收费从11美元涨至13美元,仍比HBO的每月收费15美元略为便宜。

奈飞的新价格将影响所有新订阅用户,并在未来三个月内覆盖到现有用户。而对于40个拉美国家的用户,如果他们以美元支付,也将收到影响,巴西和墨西哥等重要市场除外。

美联社报道指出,这是奈飞第四次上调美国市场的价格,但这是首次会影响5800万美国订阅用户的涨价。5800万是截至去年三季度末的数据。

涨价给奈飞带来的收入将帮助该公司负担制作原创节目和影视作品的投入,以及为沉重债务的融资,迎战摩拳擦掌的对手:亚马逊已经将流媒体服务打包进每月13美元的Prime配送服务中;Hulu提供每月12美元的免广告收看服务;AT&T旗下原名时代华纳的华纳服务今年计划以HBO为核心开拓流媒体服务;迪士尼今年也要发力,推出流媒体频道。

去年10月奈飞公布的三季度财报显示,当季奈飞新增用户696万,每股收益(EPS)0.89美元,均高于华尔街预期。奈飞当时预计,四季度将新增用户940万,远超分析师预计的718万。财报公布后,奈飞股价盘后一度暴涨15%。
 

   

港股

北京时间1月15日,财政部称,2018年减税降费1.3万亿,并表示接下来还将大规模减税,将重点减轻制造业和小微企业负担,将增加地方政府特别债券。周二港股高开高走,涨幅不断扩大,午后窄幅盘整。

截至收盘,恒指涨2.02%,报26830.29点;国企指数涨2.04%,报10502.62点。大市成交889.58亿港元。

热点板块:

蓝筹股全线上涨,瑞声科技涨5.15%,吉利涨4.65%,中国联通、中海油、中国人寿等多股涨超4%。重磅股腾讯涨2.55%,报价330港元;中国平安涨1.96%,友邦保险涨3.73%。

科网股集体走高,其中,金山软件涨7.23%,瑞声科技涨5.15%,金蝶国际涨6.17%,中国软件国际涨4.55%,中芯国际、比亚迪电子等涨超3%。

通讯业务领涨。其中,中国铁塔涨4.76%,中国联通涨3.84%,中国电信涨3.76%,中国移动涨2.19%。5G将在雄安新区进行超前布局。根据2020年5G将全面商用的计划推测,雄安新区很有可能在2019就进入5G的快车道。

小米(1810)股价不断走低,自上市以来更是累跌4成,昨日媒体报道小米基金股东大幅减持小米近6亿股引发市场热议,今日股价跌0.6%,报价9.96港元。小米(1810)多名股东持股上周正式解禁,随即出现异动。据联交所资料显示,小米上市前的投资者之一、俄罗斯电讯公司DST创办人Yuri Milner有份投资的创投基金Apoletto,在上周三(9日)即解禁当天将约5.94亿股小米B类普通股分派予基金投资者。以小米昨日收市价10.02元计,该批股份市值近60亿元。翻查资料,Apoletto曾在C、D及E轮投资小米,平均每股成本仅1.23元,就算小米上市至今股价跌近一半,预期投资者仍获利超过7倍。
 

 

中国A股

北京时间1月15日,周二两市盘初呈横盘震荡,随后市场人气逐渐回升,个股涨多跌少,券商、大消费板块成做多主力军,带动三大股指逐渐冲高,周二午后纷纷涨超1%,上证50涨超2%。工业互联网概念股今日表现强势。

截止收盘,指报2570.35点,上涨1.36%,成交额1373.75亿元;深成指报7547.35点,上涨1.86%,成交额1822.25亿元。

从盘面上看,白酒、工业互联网、啤酒、券商、国产软件等板块涨幅居前,煤炭、超导等少数板块飘绿。

热点板块:

券商股午后持续拉升,中信建投封涨停,股价创历史新高,天风证券大涨9%,长城证券、长江证券、中信证券均涨逾4%。

大消费板块全线走高,白酒、家用电器、食品饮料等涨幅居前。个股方面,舍得酒业涨停,汤臣倍健大涨6%,古井贡酒、泸州老窖、顺鑫农业均涨超5%,青岛海尔、美的集团、小天鹅A、海天味业均涨逾3%。
 

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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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