资讯 | 腾讯音乐四季度净亏损8.76亿元, 盘后跌7.11%

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美股

北京时间3月20日凌晨,美股周二收盘涨跌不一。投资者关注有关贸易谈判进展的相互矛盾的报道,并等待美联储政策会议结果。

截至收盘,道指跌26.72点,或0.10%,报25887.38点;标普500指数跌0.37点,或0.01%,报2832.57点;纳指涨9.47点,或0.12%,报7723.95点。

彭博社与《华尔街日报》关于贸易谈判进展的报道内容相互矛盾,令市场情绪受挫。

英国脱欧消息面,一位欧盟高级官员周二表示,欧盟可能会告诉英国首相特蕾莎-梅:她必须在4月中旬之前决定是否将脱欧截止期延长至2020年,否则将面临三个月后无协议脱欧的风险。

欧盟峰会将于本周四在布鲁塞尔举行,届时欧盟领导人可能会发出最后通牒,让英国首相在短短三周内决定是否要打赌能在7月份前让英国议会通过目前版本的英国脱欧协议。

美联储从周二开始召开为期两天的货币政策会议,周三公布会议结果。尽管预计美联储不会调整利率,但投资者会密切关注美联储的货币政策声明、美联储主席杰罗姆-鲍威尔(Jerome Powell)召开的新闻发布会、以及货币政策委员会委员们对利率前景的预测——即所谓的加息路径点阵图。

最值得关注的是美联储会不会宣布提前结束缩减资产负债表(即所谓缩表)的行动。

市场普遍预计美联储将维持在1月份采取的鸽派立场。今年1月份,美联储突然宣布暂停加息计划,并表示在未来加息方面将采取观望态度。

宏观基本面:

美联储将从本周二起召开为期两天的货币政策会议,并在周三公布利率决定。市场普遍预计美联储将维持利率不变,但将关注货币政策决策者发布的声明、美联储主席杰罗姆-鲍威尔(Jerome Powell)在新闻发布会上发表的言论、以及货币政策委员会委员们对利率前景的预测——即所谓的加息路径点阵图。

大多数经济学家都在预计美联储将其预期加息路径下调为2019年加息一次、并在2020年再次加息,同时维持其在1月份采取的鸽派观望立场不变。多数市场人士认为,美联储在1月份的货币政策立场转变,帮助了美国股市从12月份的低谷反弹。

在2018年经历了四次加息后,市场对今年美联储的加息次数普遍认为低于两次,但在加息次数是一次还是两次、加息的时间点和节奏等具体问题上,各个机构莫衷一是。

焦点股关注:

艺术品与工艺品零售商Michaels(MIK)股价攀升,该公司宣布第四财季盈利与营收均超出市场预期,但其2019年业绩展望令人失望。过去12个月内,该股已经下跌45%。

鞋类折扣零售商DSW(DSW)股价走低,该公司宣布2018财年盈利低于市场预期。

电动汽车生产商特斯拉(TSLA)股价走低。美国证券交易委员会(SEC)重申,特斯拉CEO马斯克关于特斯拉的推特(31.27, 0.19, 0.61%)都没有预先申请批准。

波音公司(BA)小幅攀升。该公司总裁丹尼斯-米伦伯格18日晚发表公开信说,该公司正在采取行动,确保波音737 MAX系列飞机的安全性。这是波音高层在埃塞俄比亚航空公司飞机失事后的首次公开表态。

腾讯音乐四季度净亏损8.76亿元, 盘后跌7.11%

2018年12月12日在美国纽交所上市的中国最大在线音乐娱乐平台:腾讯音乐(18.57, -0.54, -2.83%),于3月19日周二发布了未经审计的去年四季度和全年财报,盘后股价波动,先涨3%随后最深跌7.11%。

周二,腾讯音乐收跌近3%,报收18.57美元,仍接近一个月最高。今年以来,腾讯音乐股价累涨近40%。

这份腾讯音乐IPO上市后的首份财报显示,2018年第四季度,公司营收54亿元人民币,同比增长50.5%,好于市场预期的52.9亿元。但当季归属于股东的净亏损为8.76亿元,主要由于上市相关的一次性支出15.2亿元,涉及发行给华纳音乐集团和索尼(45.53, -0.55, -1.19%)音乐娱乐等唱片合作伙伴的股票费用。

排除上述一次性支出、无形资产摊销、企业合并产生的其他资产、股权奖励支出、投资净亏损和可投资股份的公允价值变动后,按照非国际财务报告准则(non-IFRS)计算,当季归属于公司股东的净利润转为正的9.16亿元人民币,约合1.33亿美元。

四季度经调整后(non-IFRS)的每股美国存托凭证摊薄盈利(EPS)为0.57元,约合0.08美元,基本符合市场预期。彭博社称,市场预期为0.55元人民币。这一数据刚出炉时,可能参与推涨了腾讯音乐的盘后股价。

2018全年,腾讯音乐的整体营收为189.9亿元人民币,约合27.6亿美元,同比增长72.9%。在计入了上述一次性的15.2亿元基于股票的会计支出后,当年归属于股东的净利润为18.3亿元,约合2.67亿美元。非国际财务报告准则计算的净利润增至41.8亿元,约合6.07亿美元。

 

   

港股

北京时间3月18日,美股周一收高,纳指重新站上7700点关口。亚马逊与苹果表现突出,但波音与Facebook股价走低令股指涨幅受到抑制。投资者正在等待美联储会议结果,并关注美国联邦检察机构针对波音737MAX飞机的调查进展。英国议会排除了针对脱欧协议进行第三次投票的可能性。周二开盘,港股恒生指数高开0.03%,随后在29400点上下波动。

截止收盘,恒指涨0.19%,报29466.28点;国企指数涨0.1%,报11686.66点;红筹指数跌0.3%,报4666.97点。

沪港通资金流向方面,沪股通净流入2亿,港股通(沪)净流入2.27亿。

深港通资金流向方面,深股通净流出14.27亿,港股通(深)净流入6.29亿。

热点板块:

航空股上涨。中国南方航空涨3.29%;中国国航涨1.55%;北京首都机场涨2.93%。

内房股上涨。中国恒大涨5.34%;远洋集团涨3.2%;碧桂园涨2.91%。

生物科技板块上涨。中国生物制药涨5.13%;药明生物涨2.9%;石药集团涨3.3%。

万洲国际大涨5.47%,报8.67港元,领涨蓝筹,创10个月新高。此外,雨润食品涨6.81%。摩根士丹利发表报告指,万洲公布全年业绩后,相信股价30日内将上升,相关机会率达到70至80%。

美团股价大跌6.14%,报51.95港元。中国通海证券表示:我们首次以非共识给予美团点评卖出评级,因为市场似乎没有完全抵消负面的连锁效应来自各部门不断升级的竞争压力和依赖补贴导致周转时间长于预期。

 

 

中国A股

北京时间3月19日,周三两市小幅高开,早盘在工业大麻、国产软件板块轮番表现下,三大股指悉数冲高,沪指一度站上3100点整数关口,但盘中做多资金明显不足,两市个股纷纷走弱,市场再度下探,午后氢能源、天然气板块虽相继走强,但是依旧不改市场低迷格局,整体上维持震荡整理走势,沪股通净流入2亿,深股通净流出14亿。

截至收盘,沪指报3090.98点,跌0.18%,深成指报9839.74点,跌0.04%。

从盘面上看,氢能源、福建自贸区、工业大麻居板块涨幅榜前列,芬太尼、饮料制造、钢铁居板块跌幅榜前列。

热点板块:

氢能源板块午后崛起,领涨两市,厚普股份、华昌化工、三孚股份、美锦能源涨停,滨化股份、富瑞特装、雄韬股份、雪人股份、京城股份、金鸿控股等个股均有大涨表现。

福建自贸区板块盘中走强,表现活跃,厦门港务、三木集团直线封涨停,厦门国贸、平潭发展、漳州发展、厦门象屿、厦门空港等个股均有不俗表现。

天然气板块掀涨停潮,表现抢眼,金洲管道、大通燃气、深冷股份、国创高新、海默科技、新疆火炬、美锦能源涨停。

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