股市资讯 | 中美贸易谈判提振美股4连阳,道指收高90点

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美股

北京时间1月10日凌晨,美股周三收高,主要股指录得连续第4个交易日上涨。市场密切关注中美贸易谈判的进展。美联储会议纪要显示货币政策决策者的加息立场更加谨慎。美国原油期货大涨5%。

截止收盘,道指涨91.67点,或0.39%,报23879.12点;标普500指数涨10.55点,或0.41%,报2584.96点;纳指涨10.55点,或0.87%,报2584.96点。

投资者密切关注中美贸易谈判的进展。中美副部级贸易谈判已经结束。据新华社报道,中国外交部发言人陆慷表示,根据双方达成的共识,此次经贸磋商确实延长了。磋商的延长意味着双方确实是在认真地进行此次磋商。磋商的结果如果是好的,不仅对中美双方都有利,对世界经济也是一个好的消息。

此次会议谈判由两天延长到两天半,显然是一个积极的信号,说明双方这次都有意愿认真谈,也都有意愿达成协议。所以,才有了最终的积极进展。刘鹤副总理突然出现在会场,也使市场情绪积极。据消息人士透露,虽然谈判一度很胶着,但总体而言,这是一次坦诚、深入和富有成效的谈判。

而白宫消息人士称,美国总统特朗普急于看到与中国达成贸易协议,以帮助推动美股上涨。

焦点股关注:

原油与天然气公司Chesapeake Energy(CHK)股价攀升,此前该公司公布了超出市场预期的第四财季业绩预期。

房地产建筑商Lennar(LEN)股价走低,该公司宣布第四财季营收不及预期,并推迟了发布2019年业绩指引的时间。

油服企业TechnipFMC(FTI)股价攀升,该公司宣布与沙特阿美公司签署了为期六年的离岸油服协议。
 

   

港股

北京时间1月9日,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。周三开盘,恒生指数高开1.4%重返26000点,此后涨幅进不断扩大,午后更是将涨幅扩大至700点。

截至收盘,恒指涨2.27%,报26462.32点;国企指数涨2.22%,报10358.21点。

热点板块:

蓝筹股几乎全线大涨,其中,吉利涨8.41%,瑞声涨6.41%,金沙中国涨4.59%,华润置地涨4.58%,腾讯涨3.8%,市值突破31000亿港元。港交所、中国平安、建设银行等涨超2%

汽车股集体大涨,其中,长城涨9.28%,广汽涨6.94%,吉利涨8.41%.

小米周三面临30亿股限售股解禁,股价低开5.41%,收盘更是暴跌6.85%,市值不足2500亿港元。小米涉30亿股今日解禁,惟今日小米发布公告表示:公司收到雷军、Smart Mobile Holdings Limited及Smart Player Limited(统称“控股股东”)的承诺函,表示对公司长远价值的信心,各控股股东自愿承诺,按照承诺函的条款,自公告日期起额外365日内,不得出售彼等直接或间接实益拥有的公司股份。

吉利销量不及预期,周二暴跌11%,周三吉利涨8.41%。按照调整后的组织架构,林杰担任吉利汽车集团副总裁、国内销售公司总经理,统筹吉利汽车、领克汽车、吉利新能源三大品牌的营销管理工作;宋军担任吉利汽车集团国内销售公司副总经理、吉利品牌销售公司总经理(兼)。同时,吉利新能源升级为与吉利品牌、领克品牌并行的三大品牌之一,郑状担任吉利汽车集团国内销售公司副总经理、吉利新能源销售有限公司总经理。
 

 

中国A股

北京时间1月9日,周三早盘三大股指高开高走,沪指、深成指涨幅均超过1%。午后,三大股指延续高位震荡态势,沪指成交量仍在放大,涨幅小幅收窄。尾盘,三大股指涨幅迅速收窄,沪指涨幅收窄,避险情绪升温,黄金股逆市拉升。

截止收盘,沪指报2544.34点,涨0.71%,深成指报7447.93点,涨0.76%。

从盘面上看,汽车、家电、白酒居板块涨幅榜前列,天然气、军工、语音技术居板块跌幅榜前列。

宏观基本面:

商务部:中美在京举行经贸问题副部级磋商

1月7日至9日,中美双方在北京举行经贸问题副部级磋商。双方积极落实两国元首重要共识,就共同关注的贸易问题和结构性问题进行了广泛、深入、细致的交流,增进了相互理解,为解决彼此关切问题奠定了基础。双方同意继续保持密切联系。

热点板块:

汽车、家电板块崛起众泰汽车、海马汽车、长城汽车、江淮汽车、长安汽车、长虹美菱、老板电器、澳柯玛等多股大幅走高。

消息面上国家发改委副主任宁吉喆表示,今年将制定出台促进汽车、家电等热点产品消费的措施。

5G行业依然强势,春兴精工、宜通世纪、实达集团、新海宜、汇源通信、世纪鼎利、贝通信、永鼎股份等个股亦跟随大涨。

消息面上政策层面,2018年12月27-28日,全国工业和信息化工作会议指出,要加快5G商用部署,扎实做好标准、研发、试验和安全配套工作,加速产业链成熟,加快应用创新。
 

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