股市资讯 | 美国股市迎来连续第二日收高 受资本市场热捧的中国“独角兽”企业你知道几个? 中国央行决定定向降准 释放约4000亿资金

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美国股市

北京时间18日凌晨,美股周二连续第二个交易日收高,科技与消费板块领涨。道指连续第二日上涨超过210点。企业财报与经济数据强劲,提振了市场信心。

美东时间4月17日16:00(北京时间4月18日04:00),道指涨213.59点,或0.87%,报24,786.63点;标普500指数涨28.55点,或1.07%,报2,706.39点;纳指涨124.82点,或1.74%,报7,281.10点。

奈飞领跑科技股,奈飞收涨9.19%,报336.06美元,创收盘纪录新高,(发行在外)市值1335.6亿美元。 苹果收涨1.38%,谷歌母公司Alphabet收涨3.18%,亚马逊收涨4.32%,Facebook收涨2.32%,微软收涨2.02%,英伟达收涨2.61%,AMD收涨4.26%,英特尔收涨2.18%,美光科技收涨1.18%,高通收涨1.06%,IBM收涨1.91%,推特收涨11.41%,博通收涨0.95%,Dropbox收涨2.79%;特斯拉则收跌1.21%。

知名中概股普涨,阿里巴巴(BABA)收涨2.29%,新浪(SINA)收涨1.53%,百度(BIDU)收涨2.51%,京东(JD)收涨0.85%,网易(NTES)收涨0.20%,微博(WB)收涨3.29%,58同城(WUBA)收涨4.02%,陌陌(MOMO)收涨3.00%,欢聚时代(YY)收涨2.57%。

 

美股财报公布

高盛第一季度净营收100.4亿美元,同比上涨25%,预估87.5亿美元,一季度每股收益为6.95美元。

强生公布2018财年第一季度财报,每股收益2.06美元,高于此前市场预期的2美元,第一季度销售额为200亿美元,高于预期的195亿美元。

联合健康公布第一季度财报,第一财季营收551.9亿美元,预期548.7亿美元,第一财季调整后每股收益3.04美元,预期2.89美元。

 

华尔街看好奈飞成长前景 纷纷上调其目标价

据美国财经网站CNBC报道,华尔街关注奈飞的盈利和订阅户数字,奈飞也没有让他们失望。周一收盘之后,奈飞公布财报称,第一季度营收37亿美元,预期36.9亿美元;第一季度每股盈利64美分,预期63美分;第一季度的新增用户人数为740万人,预期660万人。关于奈飞的第一季度业绩表现,华尔街是这么看的:

摩根大通:总体上而言,奈飞将继续表现非常好,凸显出其是科技行业最好的全球、长期成长故事。我们认为,奈飞拥有进一步定价的权力,原因是该公司的产品继续改善,2018年将成为该公司的自由现金流流失见顶的一年,而且奈飞并没有其他互联网公司面临的监管困境。重要的是,奈飞的首席执行官将奈飞与其他广告支持的科技公司区分开来了,称奈飞的定位更像是一家媒体公司…我们重申对奈飞股票的增持评级,并将我们的2018年12月份目标价从328美元上调至385美元。

高盛:奈飞财报显示,第一季度的订户(同比增长27%,环比增长25%)和营收(同比增长36%,环比增长31%)在内容产出、营销投资和拆股的支撑之下快速增长。美国国内订户的超越表现继续提升了奈飞全球订户增长的上限,原因是内容投资与订户增长之间的关联在强化。我们继续认为,市场对奈飞在2018年及其之后时间里的订户增长和盈利预期仍旧过低,伴随着预测的上升,这只股票的表现将会继续超越大盘。我们仍旧给予奈飞“买入”评级,并将我们的12个月目标价从360美元上调至390美元。

另外瑞银、摩根士丹利、巴克莱银行、富国银行等大型金融机构都纷纷发表评论看好奈飞。

 

特斯拉计划在6月底将Model 3周产量提高到6000辆

凤凰网科技讯 据CNBC网站北京时间4月18日报道,电动汽车博客Electrek获得了一份来自特斯拉公司CEO埃隆.马斯克(Elon Musk) 的内部邮件。马斯克在邮件中证实,两个主要工厂将停产几天以升级设备,并希望在6月底时将Model 3每周产量提高到6000辆。

在这份邮件曝光后,特斯拉股价在周二盘后交易中上涨逾1%。CNBC证实了这份邮件的真实性。马斯克的这份邮件发给了特斯拉全体员工,听起来就像是一次总动员,旨在提高Model 3产量使其达到预期。马斯克称,特斯拉上周已经实现了每周生产2250辆Model 3,仍低于特斯拉此前制定的第一季度末达到每周5000辆的目标。他还表示,工厂的停产升级将能够让公司在5月份将周产量提高到3000辆—4000辆。马斯克称,这需要特斯拉工厂昼夜不停地生产。

中国股市

昨日沪深两市低开低走,延续探底的走势——上证综指大跌1.4%,日线四连阴,逼近年内低位;创业板暴跌近3%,跌破1800点;行业板块普跌,个股遭到全线杀跌!

截至收盘:沪指收报3067.80点,跌1.41%,成交额1854亿。深成指收报10395.16点,跌2.13%,成交额2809亿。创业板收报1793.74点,跌2.99%,成交额983亿。

盘面上,行业板块几乎全线回落,多数板块跌幅均在1%以上,仅有贵金属逆市走高。金三胖以及煤炭钢铁板块开盘后表现得相对强势,但随后均一路下行,券商股中,中信、国泰、华泰均震荡收涨,四大险企则全线走弱,银行股仅平安、中信上涨。受到商务部对美进口高粱实施临时反倾销措施的推动,农业股在盘末快速走高,傲农生物、宏辉果蔬均录得涨停,敦煌种业、中农立华亦快速拉升。中兴通讯事件令题材股纷纷走低,软件服务、电信、电子信息、通讯行业均大幅回落,拖累创业板走弱;此外,医疗、石油、船舶等板块亦表现低迷。

央行定向降准释放4000亿资金

为引导金融机构加大对小微企业的支持力度,增加银行体系资金的稳定性,优化流动性结构,中国人民银行决定,从2018年4月25日起,下调大型商业银行、股份制商业银行、城市商业银行、非县域农村商业银行、外资银行人民币存款准备金率1个百分点;同日,上述银行将各自按照“先借先还”的顺序,使用降准释放的资金偿还其所借央行的中期借贷便利(MLF)。

此次对部分金融机构降准以及置换MLF的操作,主要涉及大型商业银行、股份制商业银行、城市商业银行、非县域农村商业银行、外资银行,这几类银行目前存款准备金率的基准档次为相对较高的17%或15%,借用MLF的机构也都在这几类银行之中。其他存款准备金率已经处在较低水平的金融机构不在此次操作范围。具体操作分两步:第一步,从2018年4月25日起,下调上述几类银行人民币存款准备金率1个百分点;第二步,在降准当日,持有未到期MLF的银行,各自按照“先借先还”的顺序,用降准释放的资金偿还其所借央行的MLF,降准释放的资金略多于需要偿还的MLF。以2018年一季度末数据估算,操作当日偿还MLF约9000亿元,同时释放增量资金约4000亿元,大部分增量资金释放给了城商行和非县域农商行。

最新“独角兽”榜单出炉:蚂蚁金服滴滴小米排名前三

资本市场主要是以短时间里有外部融资且估值超十亿美金的未上市优秀企业为标准,把这些企业看成为独角兽企业。

胡润百富董事长兼首席调研员胡润表示:“如果模型、人才和资本都能到位,创业速度可以做到很快。”另外他还指出,进入2018年,中国创业环境更加火热,每三天就能发现一家独角兽企业。

北京依旧占据全国独角兽企业最多的城市,合计有66家企业上榜,占上榜企业总数的45%;上海和杭州分列二、三位,独角兽企业数量分别达到38家和16家;深圳以11家独角兽企业位列第四。北京仍然以近2万亿元的总估值成为中国独角兽企业总体规模最大的城市,总估值规模占中国的半数。超级独角兽蚂蚁金服助力杭州,在独角兽企业总体规模统计中超越上海。

香港股市

港股恒生指数昨日日走势反复,一度冲高涨逾0.5%,也曾跌超0.8%。午后恒指进一步扩大,截至收盘,恒指跌0.83%,报30062.75点,险守30000点。国企指数跌0.9%,报11900.48点。红筹指数跌1.29%,报4388.68点。大市成交1171.9亿港元。

沪港通资金流向方面,沪股通净流入11.57亿,港股通(沪)净流出7.07亿。

深港通资金流向方面,深股通净流出3.79亿,港股通(深)净流出0.39亿。

腾讯控股跌1.44%,不单跌穿月内397.6元最低位,更创近4个月新低;中国平安跌1.52%,建设银行跌1.13%,港交所跌1.31%,工商银行跌1.05%。

中兴通讯遭美封杀,软件股齐跌,中兴供应商摩比发展重挫。丘钛科技跌4.3%,舜宇光学跌5.77%,领跌蓝筹;瑞声科技跌4.55%,比亚迪(002594)电子跌6.36%,摩比发展跌15.04%。

医药股受挫,药明生物跌5.85%,中国生物制药跌5.63%,李氏大药厂跌4.75%,中国中药跌4.46%,四环医药跌5.16%。

内房股下跌,融创中国跌6.33%,碧桂园跌2.39%,中国恒大跌3.68%,万科企业跌1.39%。

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

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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