中国7省市出台汽车消费刺激政策,汽车板块走强。美国参议院两党就刺激计划达成协议

资讯摘要

美股周三收盘涨跌不一。主要股指尾盘跳水,道指与标普500指数涨幅显著收窄,纳指转跌。市场仍在关注疫情发展及其经济影响,以及各国的应对措施。白宫与美国参议院就抗疫纾困刺激计划达成协议,但众议院不大可能在周三进行投票。

 

 

美股资讯

北京时间3月26日凌晨,美股周三收盘涨跌不一。主要股指尾盘跳水,道指与标普500指数涨幅显著收窄,纳指转跌。市场仍在关注疫情发展及其经济影响,以及各国的应对措施。白宫与美国参议院就抗疫纾困刺激计划达成协议,但众议院不大可能在周三进行投票。截止收盘,道指涨495.64点,或2.39%,报21200.55点;纳指跌33.56点,或0.45%,报7384.30点;标普500指数涨28.23点,或1.15%,报2475.56点。道指成分股波音(158.73, 31.05, 24.32%)股价大涨超过24%。据报道,波音将能获得联邦援助170亿美元贷款中的部分资金。

其他道指成分股中,联合技术(96.19, 9.43, 10.87%)公司收盘上涨10.71%,耐克(79.01, 6.68, 9.24%)公司收高9.28%,美国运通公司(90.17, 6.12, 7.28%)收高7.13%,陶氏(30.38, 1.91, 6.71%)化学收高6.71%,美国联合健康(234.49, 14.69, 6.68%)集团收高6.67%,可口可乐(41.61, 2.16, 5.48%)收高5.50%,埃克森美孚(37.29, 1.85, 5.22%)公司收高5.22%。

美国参议院两党就刺激计划达成协议 众院寻求周四或周五投票

据多家媒体报道称,白宫和参议院宣布达成一项旨在对抗冠状病毒影响的2万亿美元刺激计划的协议。

据报道,该项协议计划向许多美国人提供1200美元支票,并为小型企业提供3670亿美元,向客运航空公司提供500亿美元,向货运航空公司提供80亿美元,以及针对“那些对国家安全至关重要的公司”提供170亿美元援助。

美国参议院拨款委员会主席谢尔比表示,刺激方案还包含3400亿美元的紧急补充资金。

该议案需在参议院进行表决,通过后提交众议院投票,两院皆投票通过后,再提交给美国总统特朗普特朗普签字使其成为立法。

美国民主党代表Clark表示,众议院民主党人寻求周四或周五就刺激法案进行投票。

虽然刺激计划的具体细节尚未公布,但据消息人士称,一揽子方案中包括向企业、各州和市提供数十亿美元的援助;向大多数美国人发放支票,为小企业提供贷款和援助,以维持它们的工资发放,扩大失业保险,延迟纳税等一系列措施。

舒默表示,应对病毒疫情的刺激方案包括为医疗系统提供1300亿美元的资金,以及为州和地方政府提供1500亿美元的资金。他相信参议院会在周三通过应对疫情的刺激方案立法。

美国白宫发言人Grisham也表示,特朗普总统将在国会表决后签署方案,总统已充分了解立法内容。

德国也准备出台巨额经济援助计划。当地时间3月25日,德国联邦议院审议通过一项巨额经济援助计划,用于帮助企业和员工应对新冠疫情带来的冲击。该计划将于27日提请德国联邦参议院审议通过。德国政府23日批准了一项“前所未有”的援助计划,为了实施这一计划,德国政府将承担1560亿欧元的债务。此外,德国政府还计划推出规模达6000亿欧元的“经济稳定基金”。

焦点个股:

沃尔玛(109.4, -5.63, -4.89%)旗下电商平台Flipkart表示,将在周三晚些时候恢复基本产品的派送。

诺基亚(3.07, 0.13, 4.42%)完成对半导体公司Elenion Technologies的收购。

 

 

港股资讯

北京时间3月25日,道指重上两万点大关,收报20,704点,劲升2,112点或11.37%,以百分比计创1933年以来最大升幅。周三早盘,恒指高开低走。午后恒指走高,尾盘涨幅扩大。截至收盘,恒指涨3.81%,报23527.19点;国企指数张3.76%;红筹指数涨4.35%。热点板块:

石油股涨幅居前,中海油(7.65, 0.53, 7.44%)、中石油涨逾7%,中石化涨逾6%。

内房股在香港集体爆发。其中,中国恒大(12.4, 2.12, 20.62%)大持续飙升,暴涨20.62%,旭辉控股涨10.45%,佳兆业、龙湖集团(36.1, 2.95, 8.90%)、中国奥园(8.99, 0.74, 8.97%)涨近9%,新城发展(6.69, 0.49, 7.90%)涨逾8%,融创、世茂涨逾7%,碧桂园(8.86, 0.45, 5.35%)、万科等涨逾5%。

期货黄金一度飙升至1700美元关口,高盛预计未来12个月站上1800美元,花旗认为明年能升至2000美元。黄金股继续飙升。灵宝黄金(1.12, 0.11, 10.89%)涨10.89%,紫金矿业(2.92, 0.17, 6.18%)涨6%。

据媒体统计,包括浙江在内,目前已明确出台促进汽车消费政策的有7地。汽车股集体反弹,长城汽车(4.85, 0.54, 12.53%)大涨12.5%,华晨宝马大涨14.5%,比亚迪(38.4, 3.05, 8.63%)、北京汽车(2.95, 0.21, 7.66%)、广汽集团(8.03, 0.47, 6.22%)、吉利汽车(11.98, 0.82, 7.35%)等涨逾7%

医药股集体走高。其中,三生制药(8.28, 1.43, 20.88%)涨20.88%,石四药集团(5.85, 0.62, 11.86%)涨12%,绿叶制药(4.45, 0.36, 8.80%)涨8.8%,白云山(20.45, 1.41, 7.41%)、阿里健康(12.58, 0.82, 6.97%)涨逾7%,药明康德(99.65, 6.65, 7.15%)、国药控股(18.32, 1.06, 6.14%)、石药集团(16.02, 0.90, 5.95%)、药明生物(102.5, 5.95, 6.16%)等涨逾6%。

 

 

中国A股资讯

北京时间3月25日,两市受到外盘刺激全线高开,开盘之后指数一路走高,随后指数小幅回落,消费电子板块异动拉升。临近上午收盘,指数总体维持震荡盘整的态势,食品、养殖等表现活跃。午后,两市震荡走高,三大指数回升,总体上,两市个股总体普涨,市场资金依旧较为谨慎,赚钱效应尚可。截止收盘,沪指报2781.59点,涨2.17%,成交额为2931.91亿元(上一交易日成交额为2790亿元);深证成指报10241.08点,涨3.22%,成交额为4581.52亿元(上一交易日成交额为4335亿元)。从盘面上看,农业种植、养殖业、汽车板块居板块涨幅榜前列,数据中心板块表现较差。

热点板块:

养殖业板块走高,国联水产(4.270, 0.39, 10.05%)、獐子岛(2.750, 0.25, 10.00%)(维权)、好当家(2.430, 0.22, 9.95%)、百洋股份(6.520, 0.59, 9.95%)等涨停,中水渔业(5.950, 0.27, 4.75%)(维权)、大湖股份(3.740, 0.16, 4.47%)、益生股份(16.130, 1.09, 7.25%)等跟涨。

消息面上,发改委印发《关于多措并举促进禽肉水产品扩大生产保障供给的通知》。《通知》强调,要进一步加强对禽肉水产品生产的扶持,发挥好地方政府专项债券作用,加大中央预算内投资支持力度,综合运用信贷、税收优惠、财政贴息等金融手段,帮助资金周转困难的企业渡过难关。此外,《通知》还要求加强市场调控,健全监测预测预警机制,鼓励地方临时收储禽肉水产品,加大消费引导,进一步强化属地责任,压实“菜篮子”市长负责制,确保各项支持政策取得实效。

北汽新能源概念股拉升,奥特佳(3.920, 0.36, 10.11%)涨停,渤海汽车(3.630, 0.21, 6.14%)、国轩高科(18.480, 1.01, 5.78%)、兴民智通(6.480, 0.40, 6.58%)、当升科技(22.950, 0.96, 4.37%)、天汽模(5.400, 0.23, 4.45%)等跟涨。

消息面上,据北京商务局官博消息,“北京有关刺激汽车消费措施”尚未研究论证,我们对此事给社会公众造成的误解表示深深的歉意。此前,商务部网站上发布了一则标题为《北京正在研究出台刺激汽车消费措施》的特办资讯。该措施指出要尽快推出高排放老旧汽车淘汰更新政策,释放一部分老旧车存量指标;上半年再释放不少于10万个购车指标,促进刚需家庭购车消费;研究推出限定在郊区行驶的专用小客车号牌,不纳入全市机动车保有量调控指标。

 

 

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