股市资讯 | 网络游戏将实施总量调控 , 腾讯ADR、网易重挫

wechat omage

美股

截至北京时间8月31日凌晨,美股周四收跌,主要股指结束了此前连续4日上涨的行情,道指失守26000点关口。美国总统特朗普宣称将坚持对另一个主要贸易伙伴采取关税措施。投资者仍在关注美加两国能否在周五最后期限前达成贸易协议。

截止收盘,道指跌137.65点,或0.53%,报25,986.92点;标普500指数跌12.91点,或0.44%,报2,901.13点;纳指跌21.32点,或0.26%,报8,088.36点。

下周一是美国的劳工节假日,美股市场将会休市。

宏观基本面:

美国劳工部周四宣布,美国上周首次申请失业救济人数增加3000人,总数增至21.3万人,结束此前的连续第三周下滑态势,但仍处于历史较低水平,显示美国劳动力市场维持稳健。

波动性更小的四周平均首请失业救济人数下降1500,降至21.225万人,为1969年12月来最低。

劳动力市场的强劲也成为美联储继续加息背后的关键因素之一。下周美国劳工部将公布8月就业报告。

美国劳工部的另一份数据表明,美国7月个人收入环比增长0.3%,预期0.4%,前值0.4%。美国7月个人消费支出(PCE)环比增长0.4%,预期0.4%,前值0.4%。

焦点股关注:

Salesforce.com(CRM)收跌1.72%。这家公司宣布第二财季业绩超出预期,但其第三财季业绩展望低于市场预测水平。

金宝汤(CPB)收跌2.1%。该公司计划售出国际运营及冷冻食品部门,放弃成为以新鲜食品为导向的公司的努力,并保留全盘售出公司的可能性。该公司将在周四稍晚时间公布财报。

Ciena Corp(CIEN)股价大涨12.45%,此前该公司宣布第三财季业绩超出预期。

Signet Jewelers(SIG)收盘跃升23.84%,该公司宣布第二财季业绩远超预期,同时上调了全年的业绩展望。

网易(NETS):网络游戏将实施总量调控 ,网易股价重跌7.19%

北京时间8月30日周四晚间,教育部等八部门关于印发《综合防控儿童青少年近视实施方案》的通知显示,国家新闻出版署将对网络游戏实施总量调控,控制新增网络游戏上网运营数量,探索符合国情的适龄提示制度,采取措施限制未成年人使用时间。

消息一出,网易股价低开1.41%,报206.5美元,盘中不断震荡下跌,截止收盘,网易股价报194.39美元,创一年内新低.

另外,腾讯ADR跌近7%,创近两周新低.

 

   

港股

北京时间8月30日,周四开盘,恒生指数高开0.41%,随后高开低走。午后恒指继续走低,一度跌近1%。

截至收盘,恒生指数跌0.89%;报28164.05点。国企指数跌1.04%,报10967.01点;红筹指数跌0.78%,报4335.16点。大市成交785.99亿港元。

沪港通资金流向方面,沪股通净流入4.63亿,港股通(沪)净流出为6.55亿。

深港通资金流向方面,深股通净流入2.74亿,港股通(深)净流入为3.63亿。

焦点股关注:

恒隆地产(0101)跌2.49%,领跌蓝筹;腾讯控股(0700)跌0.94%。新鸿基地产(0016)跌1.33%,长和(0001)跌1.26%。

长春市取消棚改项目货币化安置购房奖励政策,周四内房股集体走低。其中,中国恒大(3333)大跌5.01%,佳兆业跌4.46%,融创跌3.75%,富力地产(2777)跌2.03%。

教育股下跌,新高教集团(2001)跌4.17%,报5.75港元;中教控股(0839)跌5.91%,报10.5港元;21世纪教育(1598)跌4.67%,报1.02港元;睿见教育(6068)跌3.3%,报4.4港元。

桐成控股(1611)获火币李林折价11.7%提全购,今复牌高开94.81%,收涨70.13%,报5.24港元。要约人HUOBI GLOBAL LIMITED及桐成控股联合公布,于2018年8月21日,要约人及Trinity Gate(作为买方)、New Wave Capital Limited(作为卖方)及担保人订立买卖协议,内容有关买卖合共约2.16亿股待售股份(占公司现有已发行股本约71.67%)。完成于买卖协议日期,即2018年8月21日作实。

香港电视(1137)跌5.77%,报2.45港元,公司午间发布截至2018年6月30日止6个月中期业绩,该集团于期内营业额为3.89亿港元,同比增长90%。经调整后的扣除利息、税项、折旧及摊销前亏损达1.284亿港元,同比扩大1.8%。期内亏损为1.399亿港元,同比扩大45%。每股基本亏损为0.17港元,不派息。
 

 

中国A股

北京时间8月30日,周四开盘两市小幅冲高后,一路震荡走低,仅共享单车板块飘红,网络安全、通讯设备等科技股成杀跌主力军,市场人气持续低迷,避险情绪显著上升。

截止收盘,指报2737.74点,跌1.14%,成交1064亿元;深成指报8552.80点,跌1.45%,成交1470.57亿元。

从盘面上看,仅共享单车板块飘红,水泥、网络安全、数字中国居板块跌幅榜前列。

宏观基本面:

财政部部长刘昆表示,要依法依规管控地方政府债务风险。坚决遏制隐性债务增量,督促整改政府投资基金、PPP、政府购买服务中的不规范行为,严禁各种违法违规担保和变相举债。

2018年8月份,中国制造业采购经理指数(PMI)为51.3%,相比上月 ,制造业总体保持平稳扩张态势。

热点板块:

行业板块几乎全线下挫,仅共享单车板块飘红,中路股份(600818)尾盘强势封涨停,上海凤凰(600679)大涨超5%,永安行(603776)、深中华A(000017)均有不同程度上涨。
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