股市资讯 | 拼多多认购火爆,定价19美元。脸书盘中大跌20%,用户增长放缓。

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美股

截至北京时间7月26日凌晨,由于有报道特朗普总统和欧盟官员容克达成协议,避免了美国和欧元区之间的贸易战,因此美股三大指数在周三尾盘飙升。

截止收盘,道琼斯工业平均指数收涨172.16点,涨幅0.68%,报25414.10点;标普500指数收涨25.67点,涨幅0.91%,报2846.07点;纳斯达克指数收涨91.47点,涨幅1.17%,报7932.24点。

上市公司财报成为市场关注焦点。大量公司在本周发布财报。谷歌(GOOG)母公司Alphabet收涨3.89%,报1258.15美元,创收盘历史新高。该公司公布的业绩好于预期。

宏观基本面:

特朗普与容克宣布达成协议 避免了跨大西洋贸易战

据彭博报道,美国总统特朗普周三与欧盟委员会主席让-克洛德·容克达成旨在避免跨大西洋贸易战的协议,缓解了特朗普威胁对进口汽车加征关税引发的紧张局势。

据道琼斯报道,欧盟同意降低工业关税并进口更多美国大豆。据新闻专线报道,欧盟还同意开展更多美国液态天然气出口工作。对于汽车关税双方还没达成一致,这是容克访美谈判的一个主要问题。

特朗普和容克都表示他们的目标是降低美国和欧洲之间的关税和贸易壁垒。“如果我们之间没有关税,没有贸易壁垒,也没有补贴,美国将非常高兴。”特朗普说。

特朗普周三在白宫与容克的联合声明中说,“今天是一个大日子,非常大。”他称赞双方贸易关系进入“新阶段”。

特朗普说他和容克正在努力实现“互惠”的贸易关系。“我们正在取得巨大进步,”特朗普说,“我们期待一些非常积极的事情发生。”

焦点股关注:

脸书Facebook:二季度用户增长率史上最慢, 致盘中股价大跌超20%

北京时间7月26日早间消息,Facebook股价在周三美国股市的盘后交易中下跌20.23%。此前该公司宣布了有史以来最慢的用户增长率,并预警称营收增长可能迅速放缓。

Facebook月活跃用户数仅增长了1.54%,低于上季度的3.14%。日活跃用户数的增长更慢,只有1.44%,低于上季度的3.42%。此前Facebook日活跃用户数增长最慢记录出现在2017年第四季度,为2.18%。这可能会影响Facebook长期的用户数和营收。为了对冲这方面影响,Facebook公布了新指标“应用用户家族”,即至少使用该公司一款应用,包括Facebook、Instagram和WhatsApp的用户。这个数字为25亿。

在发布第二季度财报之前,Facebook股价周三收于217.50美元,创下历史新高。然而在财报电话会议过后,该公司股价下跌至172美元,市值缩水1230亿美元。在两个小时的时间里,Facebook市值的下跌就超过了大部分创业公司,甚至一些上市公司的市值总额。

拼多多:IPO超募20倍 ,将按定价区间上限19美元定价

接近拼多多项目的市场人士表示,拼多多本次美股IPO认购火爆,目前已经超募20倍,最终将按照16美元/ADS-19美元/ADS定价区间的上限19美元/ADS定价。拼多多将于美东时间7月26日在纳斯达克挂牌上市。该人士透露:“由于超募倍数较高,拼多多有权行使提价20%的权利,也就是把每ADS定价调整至22.8美元,但拼多多CEO黄峥坚持以19美元定价。

按此定价,如果算上拼多多授予和发行在外的股票期权(接近5.82亿股),且期权完全行使,拼多多发行总股份将增至50.1亿股,估值约240亿美金。

   

港股

北京时间7月25日,周二美股个别发展,道指涨逾200点,纳指曾涨逾1%,收盘微跌0.01%。道指反弹近200点,刺激港股ADR指数全日做好,按比例计算,收报28913.58点,升251.01点或0.88%。周三开盘,恒生指数高开0.85%,随后在28865点上下震荡。

截至收盘,恒生指数涨0.9%,报28920.9点。国企指数涨0.91%,报11074.16点;红筹指数涨0.87%,报4351.88点。

沪港通资金流向方面,沪股通净流入14.7亿,港股通(沪)净流入暂为2.43亿。

深港通资金流向方面,深股通净流入3.11亿,港股通(深)净流入暂为2.12亿。

焦点股关注:

周三大盘持续反弹,医药股集体出现反弹:白云山(00874)涨4.9%、同仁堂科技(01666)涨3.61%、复星医药(02196)涨3.44%、上海医药(02607)涨3.33%、石药集团(01093)涨3.1%、药明生物(02269)涨2.95%、三生制药(01530)涨2.93%、丽珠医药(01513)涨2.48%。

 

中国A股

北京时间7月25日,周三两市小幅高开后,维持窄幅震荡,沪指围绕2900点整数关口展开拉锯,深成指和创指均出现冲高回落走势。

截至收盘,沪指报2903.65点,下跌0.07%;深成指报9463.76点,下跌0.02%。

从盘面上,海南、钢铁、青海居板块涨幅榜前列,边缘计算、石墨电极、服装家纺居板块跌幅榜前列。

宏观基本面:

央行:积极财政政策要更加积极,货币要松紧适度

工信部印发坚决打好工业和通信业污染防治攻坚战三年行动计划通知。

热点板块:

钢铁板块领涨两市,凌钢股份(600231)一度涨停,韶钢松山(000717),华菱钢铁(000932)、安阳钢铁(600569)、重庆钢铁(601005)、方大特钢(600507)、西宁特钢(600117)等个股均有不同程度拉升。

海南板块拉升,表现活跃,罗牛山(000735)、大东海A(000613)、欣龙股份涨停,钧达股份(002865)、海峡股份(002320)、海航创新(600555)、海南瑞泽(002596)、海南矿业(601969)、海南高速(000886)等个股均有不俗表现。

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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