股市资讯 | 中兴遭禁,相关美芯片、光纤股默默“舔伤” 独角兽平安好医生今天启动招股 下月登陆港股交易!

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美国股市

北京时间21日凌晨,美股周五收跌,苹果重挫4.1%。标普500指数的11大组成板块悉数下跌。投资者继续关注最新企业财报,并警惕不断提高的国债收益率。周五美国10年期国债收益率创4年多新高。

美东时间4月20日16:00(北京时间4月21日04:00),道指跌201.95点,或0.82%,报24,462.94点;标普500指数跌22.99点,或0.85%,报2,670.14点;纳指跌91.93点,或1.27%,报7,146.13点。

尽管美股周五收跌,但本周三大股指仍然录得一周涨幅。本周道指累计上涨0.4%,标普500指数累计上涨0.5%,纳指累计上涨0.6%。

中兴禁令后,美芯片、光纤股最受伤。

美国商务部自上周宣布禁止美国公司向中兴销售零部件后,中兴的上游美国供应链的股价反应激烈,一周内跌幅最大的个股跌幅达三成。

在全球化贸易的今天,中兴所贩卖的大量通信设备中,不仅包括智能手机、基站通讯等,同时也需要向美国上游公司采购大量的零部件。中兴不仅需要从包括高通、英特尔等公司购买芯片,还需要依赖美国供应光纤等通信材料。

总部设在美国马萨诸塞州的光纤通信元件公司Acacia Communication Inc 2017年30%的盈利来自中兴通讯,该公司股价4月16日开市后下跌了34.7%,跌到两年来的最低水平。随后数天内虽然有所反弹,但一周内跌幅仍然高达31.15%。

其他与中兴有业务往来的公司也受影响。美国光学元件供应商Lumentum Holdings Inc的股价也下跌了8.48%。科技公司Oclaro Inc 2017年财年的18%的收入来自中兴,一周内股价下跌了12.31%。

全球最大的移动设备芯片供应商高通,据称供应了中兴智能手机一半的芯片,有将近50亿美元的营收来自中兴。分析师预计高通的营收今年将下跌4%,其中来自中兴的影响将占到2.2%。一周内,高通的股价也下跌了7.70%,创下了自2017年11月初以来的新低。

美国商务部已同意中兴通讯提交更多证据。新浪美股 北京时间4月22日路 透中文网讯, 美国一位高级商务官员周六称,商务部已同意中兴通讯(0763.HK)提交更多证据的请求,此前商务部禁止美国公司向中兴出售零部件。据商务部规定,对此并没有申诉程序,但这位高级官员称,BIS已”行使酌情权”允许中兴通讯通过”非正式程序”提交更多证据。美方接受更多证据的决定,能否成为美国当局与中兴通讯达成和解的契机,这一点暂不清楚。

谷歌母公司Alphabet今天发布第一季度财报。

美对我国石英石进行反倾销调查 301家中企被列入名单。据媒体报道,2018年4月17日,美国商务部收到其国内产业申请,决定对中国石英台面(贴面)板申请发起反倾销和反补贴调查,该项调查涉及的海关商品编码比较多,该案倾销调查期为2017年四季度和2018的第一季度,反补贴调查期是2017年全年。据悉,中国301家生产商被列入申请名单,主要涉案产品是用石英砂等材料加上树脂等材料做成的人造石面板,可以用于厨房和卫生间台面,浴缸包围或部分替代墙面砖等。

亚马逊推出区块链开发模板 期待未来成打假神器。新浪美股讯 北京时间4月23日凌晨据CNBC消息,亚马逊想让开发者更容易地开发区块链项目。近日,该公司的云计算部门——AWS云服务推出了支持以太坊和超级帐本Hyperleger Fabric两种项目的“AWS区块链模板”业务。亚马逊推出区块链模板,目的在于期待未来这一技术能帮助亚马逊打假,以及优化支付流程及物流服务。

 

香港股市

上周五早盘恒指走势反复,受港股预计4月30日起接受上市申请,恒指一度翻红,最高见30848.47点。此后由涨转跌,午后恒指跌幅进一步扩大,更是一度大跌超1%,截至港股收盘,恒生指数跌0.94%,报30418.33点。国企指数跌1.52%,报1205423点。红筹指数跌1.08%,报4438.61点。

沪港通资金流向方面,沪股通净流出7.54亿,港股通(沪)净流出12.91亿。

深港通资金流向方面,深股通净流出2.95亿,港股通(深)净流出0.69亿。

平安好医生港股IPO获得115倍超额认购(香港明报)。
平安健康医疗科技(01833.HK,下称平安好医生) 4月22日对外公布香港首次公开募股 (IPO)计划。公司招股价范围每股50.8港元至54.8港元,集资额超过80亿港元。根据招股书,平安好医生此次共发行约1.6亿股,其中6.5%为香港公开发售,93.5%为国际配售,拟集资81.33亿至87.73亿港元(约合人民币65.06亿元至70.18亿元)。平安好医生将于4月23日至4月26日招股,5月4日在港挂牌。

中国股市

4月20日,沪深三大股指低开低走,其中沪指全天绿盘运行。至收盘,上证综指跌1.47%,报3071.54点;创业板指数跌2.06%,报1782.81点;深证成指跌1.79%,报10408.91点。

沪深两市成交4473.01亿元,较前一个交易日缩量357.87亿元。

盘面上,国产芯片概念股逆市大涨,汇顶科技(603160)、国民技术(300077)涨停,大唐电信(600198)、圣邦股份(300661)、晓程科技(300139)表现强势。消息面上,阿里巴巴集团宣布全资收购中天微系统有限公司。阿里巴巴CTO张建锋表示,收购中天微是阿里巴巴芯片布局的重要一环。

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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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