股市资讯 | 特朗普称或不对中国加征更多关税。英伟达(NVDA)财报不及预期,股价暴跌18.8%

wechat omage

美股

截至北京时间11月17日凌晨,美股周五大体收高,有关国际贸易关系进展的积极讯号令美股得到提振。但受到科技股下跌以及对全球经济增长放缓的担忧影响,主要股指本周均录得较大跌幅。

截止收盘,道指收盘上涨123.95点,或0.49%,报25413.22点;标普500指数涨6.07点,或0.22%,报2736.27点;纳指跌11.16点,或0.15%,报7247.87点。

美国总统特朗普周五表示,主要贸易伙伴“希望达成贸易协议”。特朗普的讲话提振了周五美股市场情绪,道指盘中一度上涨超过200点。

但由于科技股一周表现欠佳,本周标普500指数累计下跌1.6%,道指与纳指均下跌约2%。

宏观基本面:

特朗普称或不对中国加征更多关税

外媒称,在中国向美国递交了一份清单表明中方愿意采取哪些行动来解决贸易争端后,美国总统唐纳德·特朗普16日表示,他可能不会对中国商品征收更多关税,虽然特朗普也补充说,清单上一些主要项目被遗漏是不能接受的。

据路透社11月16日报道,特朗普已对价值2500亿美元的中国进口商品加征关税。中国用加征关税来回应美方的关税举措。

报道称,美方要求中方改善市场准入、加强对美国公司的知识产权保护、减少产业补贴和缩小3750亿美元的对美贸易顺差。

据报道,按照特朗普政府公布的计划,美国对2000亿美元中国商品征收的关税将在明年1月1日从10%提高到25%。特朗普还威胁说,如果中国无法满足美国的要求,他将对剩余所有的中国进口商品——另外约2670亿美元的商品——加征关税。

特朗普在白宫向记者表示:“我们可能不必那样做了。”但特朗普也补充说,中方递交的清单上“漏掉了四五件大事”。他没有详细说明有哪些遗漏的项目。不过特朗普称,他相信在与中国达成的任何协议中,被遗漏的项目都将得到解决。

焦点股关注:

科技股表现欠佳。

芯片生产商英伟达(NVDA)周五收盘暴跌18.8%,拖累科技股下跌。该公司在周四晚间公布的财报令人失望,导致其股价下挫。由于英伟达2019财年第三季度业绩和第四季度业绩预期均低于分析师预期,多家投行今日纷纷调低英伟达(NVDA)股票评级或目标股价。过去三个月内,该股已经下跌21.9%,同期内PHLX半导体类股指数下跌7.4%。

特斯拉(TSLA)收高1.7%。该公司Model 3在华的预售价为58.8万起,高性能版本价格为69.8万。同时,用户还可支付一定费用对车身颜色、内饰、智能配置、增强版辅助驾驶系统等进行选装,再加上购置税等相关费用,购买高性能版Model 3,最终用户支付的费用或将超过80万元。

苹果(AAPL)收高1.1%。大摩分析师重申对苹果的增持评级,认为最近苹果公司的疲软是对智能手机供应商销售警告的过度反应,这创造了一个买入机会。据Variety,苹果与美国独立娱乐公司A24达成伙伴关系,以制作原创电影。

 

   

港股

北京时间11月16日,恒指周五(11月16日)继续震荡上行,早盘低开消化整理,午后拉红,中间震荡之后尾市再度红盘。

截止收盘,恒指涨0.31%,报26183.53点,大市成交783.33亿港元。

热点板块:

周五的焦点事件是民办幼儿园被禁上市。

纽约上市的红黄蓝(RYB)一度暴跌近60%,创下2017年9月上市以来最大跌幅。

港股这边涉及这块业务的上市公司也是同步大跌。其中睿见教育(6068) 下跌14.01%、宇华教育 (6169) 下跌14.55%、枫叶教育 (1317) 下跌18.69%。

前期教育板块已经被重创过一次,这一次再度出现利空,投资者还是要远离这种有政策风险的品种。包括周四大跌的高质押的品种,都要小心相应的风险。

 

 

中国A股

北北京时间11月16日,周五早盘三大指数走强,深成指涨逾1%,沪指、创业板指也小幅跟涨,券商股再度发力,涨停个股数逾百家,次新股、创投、高送转成涨停集中营。尾盘阶段指数有所回落。

截止收盘,上证指数报2679.11点,涨0.41%;深证指数报8062.29点,涨0.75%。

从盘面上看,新股、创投、高送转,银行涨幅居前,壳资源、教育板块跌幅居前。

热点板块:

银行板块异动拉升。常熟银行(601128)涨近5%,吴江银行(603323)、张家港行(002839)涨逾3%,无锡银行(600908)、长沙银行(601577)、江阴银行(002807)涨逾2%。

如果有想了解更多全球股市资讯,请关注微信公众共 “辉立资本新加坡” (SGPSPL)

同时提供在线免费开设股票账户,一个账户轻松交易美股,港股,新加坡股
 
 

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

联系我们开设账户

需要帮助吗?请分享您的详细资料,我们会给您答复。

IMPORTANT INFORMATION

This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <www.phillipfunds.com> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  

 

Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066 www.phillipfunds.com