股市资讯 | 中美双方本周谈判。趣头条赴美上市,拟融资3亿美元

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美股

截至北京时间8月18日凌晨,美股周五收高。有报道称中美双方正在制定旨在结束僵局的路线图。土耳其货币危机及美股财报同样受到关注。

截止收盘,道指涨110.59点,或0.43%,报25,669.32点;标普500指数涨9.44点,或0.33%,报2,850.13点;纳指涨9.81点,或0.13%,报7,816.33点。

宏观基本面:

中美双方重启谈判:

国际贸易问题仍是市场关注焦点。目前中美双方的贸易纠纷已涉及数千亿美元关税及关税威胁。谈判双方制定旨在结束僵局的路线图规划的努力,表明双方都在努力避免使这场针锋相对的贸易纠纷问题伤害两国关系、动摇全球市场。

中美双方已决定于本周在华盛顿举行中等级别会谈。中国商务部副部长兼国际贸易谈判副代表王受文拟率领一个9人代表团访美,与美国财政部副部长马尔帕斯率领的美方代表团就双方各自关注的中美经贸问题进行磋商。会谈将在8月22日至23日举行。

市场估计是次谈判内容将会是要求上调人民币汇率至合理水平、再加大放宽美国企业进入中国市场,及再降低关税税率等。

焦点股关注:

图形芯片生产商英伟达(NVDA)以及芯片设备生产商应用材料(AMAT)股价走低。英伟达的业绩受到了加密货币矿机销售下滑的负面影响。应用材料公司发布的业绩指引低于分析师预期,令其股价承压。周五应用材料收跌7.72%,英伟达收跌4.9%。

特斯拉(TSLA)收跌8.93%。该公司CEO埃隆-马斯克(Elon Musk)在接受《纽约时报》采访时表示,过去的一年是他的职业生涯中“难以忍受”和“最困难和痛苦”的一年。

趣头条:在美递交IPO招股书,拟融资3亿美元

8月17日,趣头条正式向美国证券交易委员会递交IPO招股书。趣头条计划最大筹资额为3亿美元,上市地点为纳斯达克交易所,股票代码为“QTT”。

据招股书,趣头条月活用户4880万,日活用户1710万,每日每人停留时长55.6分钟。公司处于持续亏损中,2017年净亏损9480万元,截至2018年6月30日的前6个月净亏损5.144亿元。

据猎豹大数据发布的2018上半年中国APP榜单,在资讯类产品中,趣头条排名仅次于腾讯与字节跳动。

   

港股

北京时间8月17日,恒生指数周五大幅高开,此后涨幅收窄。午后恒指曾随A股走低,尾盘涨幅有所扩大。

截至收盘,恒指涨0.42%,报27213.41点;红筹指数涨0.29%,报4036.68点;国企指数涨0.33%,报10513.83点。大市成交1003.06亿港元。

沪港通资金流向方面,沪股通净流入15.43亿,港股通(沪)净流出为15.29亿。

深港通资金流向方面,深股通净流入7.79亿,港股通(深)净流出为10.93亿。

焦点股关注:
 
科技股走势分化。其中,联想集团(0992)涨6.52%,腾讯控股(0700)涨3.44%,通达集团(0698)涨9.17%;金蝶国际(00268)跌3.26%,美图(1357)跌4.8%。

医药股集体走低。其中,石四药(2005)跌7.19%,石药集团(1093)跌4.76%,联邦制药(3933)跌4.95%,药明生物(2269)跌8.69%。

中国恒大(3333)周五再涨1.9%,昨日更是尾盘大涨8%,恒大集团与中国科学院在北京举行首批合作项目签约仪式,首批签约合作项目共六个,总投资额16.47亿。

腾讯(0700)周五反弹,股价涨3.44%,报价337港元。上周三晚腾讯公布财报后,周四腾讯大跌3%,据计算,腾讯今年跌幅高达30%。

 

中国A股

北京时间8月17日,周五沪深两大股指大幅高开后,一路震荡下行,沪指失守2700点关口,三大股指均再创调整新低,午后在钢铁、煤炭板块带动下,两大股指虽有小幅反弹,但两市个股依旧纷纷下挫,各大股指跌幅快速扩大,行业板块几乎全线下挫,上周沪指累计跌幅4.52%。

截止收盘,沪指报2668.97点,跌1.34%,成交1154.99亿元;深成指报8357.04点,跌1.69%,成交1500.08亿元。两市交易量进一步萎缩。

从盘面上看,煤炭开采加工、钢铁、页岩气居板块涨幅榜前列,物流、生物医药、酒店及餐饮居板块跌幅榜前列。

热点板块:

煤炭加工开采板块上周五领涨两市,成护盘主力军,开滦股份(600997)大涨近6%,靖远煤电(000552)、金能科技(603113)、山西焦化(600740)、陕西黑猫(601015)、露天煤业(002128)、郑州煤电(600121)等个股均有不俗表现。

天津自贸区板块上周五再度走强,津滨发展(000897)一度封涨停,天津松江(600225)、海泰发展(600082)、天津港(600717)等个股均有不同程度拉升。

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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