股市资讯 | 波音要来中国开厂!特朗普见完法国总统又见苹果CEO库克 大波美股公司财报仍在陆续发布 谁超预期谁涨? 生物医药企业未来可能扎堆香港上市

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美国股市

北京时间26日凌晨,美股周三收盘涨跌不一。波音今年将在中国开设工厂的消息推动其股价收高4.2%,使道指结束此前连续5日下跌的趋势。但美债收益率攀升使股市涨幅受限。投资者仍在关注企业盈利状况。

美东时间4月25日16:00 (北京时间4月26日04:00),道指涨59.70点,或0.25%,报24,083.83点;标普500指数涨4.84点,或0.18%,报2,639.40点;纳指跌3.62点,或0.05%,报7,003.74点。

波音今年将在中国开设工厂 用于波音737客机装配

新浪美股讯 北京时间26日凌晨,波音(342.86, 13.80, 4.19%)公司CEO丹尼斯-麦伦堡(Dennis Muilenburg)周三表示,波音计划在今年内在中国拥有一家新的工厂,以完成部分波音737喷气飞机的装配工作。这意味着这家航空业巨头正在从容应对中美贸易紧张关系。

丹尼斯-麦伦堡周三表示,正在建设中的飞机完成中心位于上海附近。波音曾表示,需要依靠这个中心来抗衡其竞争对手空客公司,后者已开始在中国生产喷气飞机。

麦伦堡是在波音公司公布第一财季财报后的会议上透露这一消息的。波音公司第一财季的业绩超出预期,同时还上调了全年的盈利及运营现金流预期。新的业绩目标表明,随着波音与空客等公司正在扩大喷气飞机产量,波音公司正在解决整个航空业面临的引擎及其他飞机零部件供应链方面的问题。

这个新的工厂是波音与中国国有企业中国商用飞机有限责任公司(Commercial Aircraft Corp.of China Ltd.)的合资企业。

苹果CEO库克与特朗普在白宫会面 讨论贸易问题

北京时间4月26日早间彭博消息,中美两国之间的贸易战正在酝酿之际,苹果(163.65, 0.71, 0.44%)公司首席执行官蒂姆·库克与美国总统唐纳德·特朗普周三在白宫椭圆形办公室进行了会晤。

白宫新闻秘书桑德斯说,“会议的重点和目的是讨论贸易。”她还补充说,数周之前就已经安排了这次会议。

据Axios称,作为世界上最有价值的公司的CEO,库克在高科技行业中十分具有话语权,此次他代表了整个行业与特朗普会面,意在缓和美中两国之间持续发酵的贸易摩擦。

彭 博指出,特朗普政府决定对中国进口商品征收高达1500亿美元的关税,这不仅加剧了中美两国之间的贸易紧张关系,也或将影响苹果在亚洲的业务。因为苹果庞大的生产链主要就是集中在中国。

CNBC认为,中国是苹果的一个关键市场,目前,一些投资者已经对未来的苹果业绩感到担忧。

今年3月,库克在北京出席中国发展高层论坛2018年会时曾表示,他希望中国和美国可以解决彼此之间的贸易分歧。

迄今为止,苹果公司似乎并没有受到日益恶化的贸易紧张局势的严重影响,但作为一家总部位于美国,大部分产品在中国生产,并且美国和中国分别是最大和第三大市场的科技公司,情况随时都可能改变。虽然iPhone和iPad等产品是在美国设计的,但却是由鸿海及和硕等公司在中国的工厂生产的。

个股新闻

搜狐(SOHU): 搜狐因广告收入下滑引市场担忧 股价下跌近11%

Facebook(FB):北京时间4月26日凌晨消息,Facebook今天发布了截至3月31日的2018财年第一季度未经审计财报。报告显示,Facebook第一季度营收为119.66亿美元,比去年同期的80.32亿美元增长49%,不计入汇率变动的影响为同比增长42%;净利润为49.88亿美元,比去年同期的净利润30.64亿美元增长63%。自公布业绩后,Facebook股票盘后大涨,一度涨幅达到7%。

AMD(AMD):美国超微半导体公司AMD公布第一季度财报。财报显示,AMD第一财季调整后EPS盈利0.11美元,市场预期0.09美元。第一财季营收16.5亿美元,市场预期15.7亿美元。此外,AMD的前瞻也同样好于预期。该公司预计,二季度收入为17.2亿美元(16.7亿美元-17.7亿美元),分析师预期为15.8亿美元。AMD预计,第二财季毛利润将增长大约37%,市场预期增长36.2%。AMD股价盘后大涨10%。

高通(GCOM):北京时间4月26日凌晨消息,美国芯片巨头高通公司今天发布了2018财年第二财季财报。报告显示,高通第二财季净利润为4亿美元,比去年同期的7亿美元下滑52%;营收为53亿美元,比去年同期的50亿美元增长5%。高通第二财季业绩超出华尔街分析师预期,推动其盘后股价上涨近1%。

 

香港股市

昨日开盘,港股恒生指数低开0.49%,之后持续下跌,一度跌近1.3%,午后维持震荡,截止收盘,恒生指数跌1.01%,报30328.15点。

内银股继续走弱,建设银行(00939)跌1.46%,中国银行(03988)跌0.71%,工商银行(01398)跌1.31%,农业银行(01288)跌0.92%,招商银行(03968)跌1.21%。

航空股持续逆势上扬,股价已连涨多日。截至收盘,中国南方航空(600029)股份(01055)涨3.48%,中国东方航空(600115)股份(00670)涨4.46%,中国国航(601111)(00753)涨1.91%。

港股通今日起关闭。港股通(深、沪) 自4月26日起至5月1日关闭,5月2日起正常开通。

深股通及沪股通于4月30日和5月1日关闭两天,5月2日起正常开通。

港交所新上市细则落地 将为生物科技企业创造良好的发展沃土

4月24日香港联交所宣布,为拓宽香港上市制度而新订的《上市规则》条文将于2018年4月30日生效,同时还公布了《新兴及创新产业公司上市制度》咨询总结和回应,落实允许未有收益或盈利的生物科技企业在香港主板上市的建议。并预计2018年6、7月首批公司可根据新制度上市。

此次细则落地,被视为内地生物医药企业的重大利好。

此次改革被视为香港联交所的新时代。交易所集团行政总裁李小加在生物科技峰会上表示:“全球生物科技领域的突破与创新,世界多国,特别是中国人口老化及内地生物科技产业改革等大趋势,资本市场应把握‘天时地利人和’,回应生物科技行业发展的大潮。”

“此举颠覆了原先的游戏规则,让许多有前景的生物技术公司更早地获得资金。”麦肯锡全球资深董事合伙人乐诚铎25日接受21世纪经济报道采访时说,“结合其他重要监管变化,这将为中国生物技术产业发展创造肥沃的土壤。与纳斯达克相比,香港交易所的估值可能较为乐观,尽管这可能是短暂的。”

据悉,目前已有多家国内生物医药企业启动上市准备工作,筹备赴港上市。

中国股市

昨日早盘受美股大跌影响,A股三大股指大幅低开,沪指弱势低位震荡,蓝筹股表现疲软,创业板震荡上行,国产软件、5G、生物制药等板块涨幅较大,下午创业板涨幅有所扩大,成交量也有所放大,创业板指数以小阳线报收。截至收盘,沪指跌0.35%,报3117.97点;深指跌0.09%,报10547.10点;创业板指数涨0.69%,报1819.41点。

板块方面,高校、微信小程序、生物制品、通信设备、医药电商、5G、国产软件等板块涨幅居前;煤炭开采、钛白粉、银行、钢铁、海工装备等板块跌幅居前。

从盘面上看,医药板块整体表现很强,开立医疗、大参林、凯莱英等都创出了历史新高,显示资金是有所侧重的,并非没有亮点。国产软件的龙头中国软件连续两日放量涨停,显示主力的做多意图非常明显。两市涨停家数有所减少,而跌停家数有所增多。沪市成交量萎缩明显,而深市几乎与昨日持平,深强沪弱特征明显。

关键词:股票,香港股市,港股,恒指,香港IPO,交易港股,美股,中国A股,股市资讯, 美国上市, 阿里巴巴股票,行业板块,银行股,特斯拉,暗盘,上市,高盛,美国IPO, 蚂蚁金服,蚂蚁金融,高盛,黑石,中方博鳌论坛,华尔街,特朗普的推特,股市警报,万科集团,碧桂园,融创中国,芯片,苹果股票,美国国债,高盛股票,上市制度改革,尚未盈利的生物科技公司,生物科技企业

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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