股市资讯 | Uber有望今年IPO, CEO称美股动荡不会改变计划

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美股

北京时间1月9日凌晨,美股周二收高,录得连续第三个交易日上涨,道指上涨超过256点。对贸易谈判的乐观预期推动美股上扬。投资者正等待特朗普将在美东时间周二晚上黄金时段发表的讲话。

截止收盘,道指涨256.10点,或1.09%,报23787.45点;标普500指数涨24.72点,或0.97%,报2574.41点;纳指涨73.53点,或1.08%,报6897.00点。

宏观基本面:

投资者对中美贸易谈判取得进展抱有乐观期待。周二,中美双方高级官员面对面的经贸谈判进入第二天。在一位中国高级官员周一出人意料地在会谈中露面后,市场预计此次会谈将取得成果。

据媒体援熟知内幕的引消息人士报道,中美双方谈判代表“已经缩小了贸易分歧”。而在此消息出炉之前,美国总统特朗普在推特上表示,中美贸易谈判“进展顺利”。

焦点股关注:

科技股普遍攀升,FAANG股票——即Facebook(FB)、亚马逊(AMZN)、苹果((AAPL)、Netflix(NFLX)以及谷歌的母公司Alphabet(GOOG)等互联网与科技行业巨头的股票悉数收高。

自12月24日以来,FAANG股票均已大幅反弹。在这期间,Facebook股价上涨了12.2%,亚马逊攀升24.7%,而Alphabet的股价大涨35%。

Uber有望今年IPO, CEO称美股动荡不会改变计划

尽管美股近几个月震荡不断,去年末据称已申请IPO的Uber可能仍没有改变上市的计划。

据华尔街日报报道,Uber的CEO Dara Khosrowshahi本月8日接受采访时称,美国市场动荡不可能影响Uber的公开上市计划。“任何一家要上市的公司都喜欢在市场稳定、(表现)正面的时候行动。”

Khosrowshahi说,Uber足够大、也足够灵活,能在几乎任何一个市场上市,“我们会在我们准备好的时候行动,希望届时市场会是一个好的状态。”

他还透露,Uber内部正在朝着今年上市的正轨前进。如果不能今年上市,股东和他本人会失望,公司倒到没问题。Uber的资产负债表强劲,所以其实不需要今年上市。

如果Uber上市,可能创造科技行业的又一大IPO。去年9月,高盛和摩根士丹利两家华尔街投行对Uber的估值预期高达1200亿美元,几乎为两个月前估值的两倍,这个天价估值超出了美国三大汽车公司通用汽车(34.81, 0.45, 1.31%)、福特汽车(8.37, 0.08, 0.96%)和菲亚特克莱斯勒汽车的市值之和。

这种高估值的背后,是Uber疯狂的融资数字。成立九年间,Uber的总融资额已高达160亿美元,在美国非上市高科技公司中遥遥领先。即使Uber自身并不担心今年上市受到影响 

   

港股

北京时间1月8日,周一美股小幅收高,道指涨约100点。周二开盘,恒生指数高开0.27%,报25905.82点。盘中一度转跌,此后再度转涨。

截至收盘,恒指涨0.15%,报25875.45点;国指涨0.1%,报10133.74点。

热点板块:

香港本地地产股大涨,长实涨3.31%,新世界涨3.14%,长和涨2.04%,新鸿基涨1.1%。

吉利汽车大跌11.28%,报价10.22%,自历史高位累跌超65%。周二吉利开盘便暴跌近8%,此后跌幅更是一度高达12.5%,曾经欲冲击3000亿市值的吉利如今已不足千亿。吉利汽车(0175)去年销量开高走低,上月销售按年大跌39%至9.3万辆,近3年首次录得按年倒退,全年销量150万辆,未达目标的158万辆。吉利开出今年销售目标仅151万辆,即预期几无增长,低于券商普遍预期,或触发大行调低预测。

长实周一大涨近3%,周二大涨3.31%。长实集团(1113)再获创办人李嘉诚增持,涉资逾1.6亿港元。港交所披露权益资料显示,李嘉诚基金会于1月2日及3日,分别以平均价每股55.4235港元及55.8718港元,合共增持298.6万股,涉及资金约1.657亿港元。增持后,李嘉诚于长实的持股量增至33.35%,李泽鉅则视作持有33.42%。

小米一度跌7.5%,低见11.1港元,创上市以来新低。摩根大通发表报告表示,调低对小米集团投资评级,由原来“增持” 降至“中性” ,将对其今年底目标价,由原来18港元降至10.5港元,此相当预测2020财年市盈率16倍,料2019年再迎来艰难的一年,相信小米亦以难提升市占率,估计小米在内地智能手机单位销售或呈下滑。
 

 

中国A股

北京时间1月8日,周二三大指数午后维持调整的态势,股权转让板块小幅活跃,带未能带动整体大盘拉升,市场再度陷入横盘整理当中,盘中仅天然气板块持续性较好,其他多数冲高回落,市场整体跌多涨少

截止收盘,沪指收报2526.46点,跌0.26%,成交额1234亿。深成指收报7391.65点,跌0.12%,成交额1764亿。

从盘面上看,券商、高铁、5G概念、天然气、东北振兴等表现活跃;特高压题材表现分化,军工、黄金板块回落明显。

热点板块:

高铁板块延续涨势,永贵电器、祥和实业、宝塔实业、飞鹿股份、鼎汉技术、新筑股份纷纷冲高。

消息面最近一个月,国家发展改革委密集批复了多个轨道交通建设规划和高铁建设项目。据上证报粗略统计,这些项目涉及投资总规模超9300亿元。

天然气板块崛起,新疆火炬、东方环宇、汉嘉设计、贵州燃气等快速跟涨。

消息面:国内天然气价格竞相飙涨,部分地区LNG价格突破6000元/吨。多地工厂继续上调LNG价格,全国有27家LNG液化厂涨价,河北、四川、河北、内蒙、陕西、河南、山西等地调价50-400元/吨。

 

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