资讯 | 美国一季度GDP数据强劲,纳指标普再创历史新高

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美股

北京时间4月27日凌晨,美股周五小幅收高,标普500指数与纳指均创历史最高收盘纪录。纳指同时还刷新了历史最高盘中纪录。投资者正在评估GDP数据与财报。美一季度GDP增长3.2%大超预期。截至收盘,道指涨81.25点,或0.31%,报26543.33点;标普500指数涨13.71点,或0.47%,报2939.88点;纳指涨27.72点,或0.34%,报8146.40点。周五标普500指数与纳指均刷新了历史最高收盘纪录。盘中纳指最高上涨至8,060.89点,再创历史盘中新高。

但美股涨势仍然受到一些悲观财报的拖累。

道指成份股、芯片生产商英特尔(INTC)股价重挫9%,此前该公司公布的业绩展望远低于市场预期。受英特尔财报及财测影响,美国芯片股集体大跌,费城半导体指数跌2.6%,西部数据、英伟达、美光科技、台积电、拉姆研究、恩智浦及博通等芯片生产商悉数走低。埃克森美孚石油(XOM)收跌2.2%。该公司2019财年第一季度归属于公司的净利润为23.5亿美元,去年同期为47亿美元,市场预期为37.08亿美元。

宏观基本面:

美国商务部周五公布数据显示,美国一季度国内生产总值(GDP)折合年率增长3.2%,大超预期的2.0%,前值2.2%。这一数据显示出政府关门事件结束后的一季度后半段,经济恢复了增长势头。

焦点股关注:

Uber Technologies(UBER)将在确定IPO价格时向PayPal(PYPL)出售5亿美元股票。该公司将在5月的某个时间开始IPO交易。据一份文件显示,该公司将以每股44至50美元的价格发行1.8亿股股票。玩具生产商美泰(MAT)股价攀升,此前该公司宣布第一财季亏损额较去年同期显著收窄。福特汽车公司(F)大涨10.7%,该公司宣布第一财季盈利与营收下降幅度小于市场预期。美国航空公司(AAL)公布财报后股价走低。

 

   

港股

北京时间4月26日,港股ADR指数偏软,预计大市早段或继续低开。市场观望美国经济数据及企业业绩,投资气氛谨慎。周五早盘,恒指低开,盘中走势反复,午后恒指继续在29500点窄幅震荡。截止收盘,港股恒生指数涨0.19%,报29605.01点;国企指数涨0.08%,报11510.87点;红筹指数跌0.05%,报4582.4点。沪港通资金流向方面,沪股通净流出15.9亿,港股通(沪)净流出2413万。深港通资金流向方面,深股通净流入10.03亿,港股通(深)净流入2116万。

热点板块:

消费者服务业走高,其中,蓝鼎国际涨17.94%,睿见教育涨7.95%,永利澳门涨3.76%。有色股大幅走低,其中,马鞍山钢铁跌6.35%,鞍钢股份跌3.67%,洛阳钼业跌1.94%。猪肉股大跌,其中,牧原股份跌7.75%,中粮肉食跌6.29%,温氏股份跌3.89%,万洲国际跌3.71%。农业农村部加强监管,下月起年屠宰5万头到10万头的生猪屠宰企业全部实现自检.下月中补齐所有屠宰企业派驻官方兽医缺口.年底前,所有生猪屠宰企业相关信息纳入动物检疫证明电子出证系统,与检疫出证相关联,实现精准监管。申万宏源定价为3.63港元,周五上市大跌破发。收盘跌11.85%,报价3.2港元。申万宏源完成A+H布局,成为第12家两地上市的券商。本次发行共引入13位基石投资者,包括工银资管、华夏人寿、中国人寿(21.9, 0.20, 0.92%)、中国再保险(1.57, -0.01, -0.63%)、新华人寿、国企结构调整招商并购基金、苏宁国际、四川发展、太平人寿保险、中国赛特(0.31, 0.01, 1.64%)(香港)、长江养老保险、太平洋资产管理、中国人保。共计认购8.29亿美元的股票,占新发行股份的69%。
 

 

中国A股

北京时间4月26日,周五开盘两市小幅高开,早盘云计算板块虽逆市走强,上演涨停潮,但受养殖业板块全线杀跌影响,三大股指呈现震荡下行走势,午后券商股强势崛起,带动各大股指全线反弹并翻红,沪指一度收复3100点关口,但随后股指相继回落,沪指回补4月1日跳空缺口,临近收盘两市股指跌幅再度扩大,逾2500只个股收跌,资金观望情绪浓厚,做多意愿明显不足,沪深两市合计成交额超6000亿元,较前一交易日有所缩量,沪指周跌5.6%,北向资金4月流出额高达220亿。截至收盘,沪指报3086.40点,跌1.20%,深成指报9780.82点,跌1.28%。从盘面上看,云计算、智能医疗、白酒居板块涨幅榜前列,养殖业、燃料乙醇、赛马概念居板块跌幅榜前列。

热点板块:

云计算板块逆势走强,全天领涨两市,板块内多股涨停,聚龙股份、三五互联、深南股份、创意信息、美利云、依米康、大唐电信、华胜天成、海航科技涨停,立昂技术、浙大网新、海量数据等个股均有大涨表现。券商股午后强势拉升,表现抢眼,哈投股份涨停,东吴证券、海通证券、长江证券、中信建投、东北证券、光大证券、东兴证券等个股均有不同程度拉升。

 
 
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