资讯 | 美股收高,标普与纳指连续二日创历史新高

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美股

北京时间4月30日凌晨,美股周一收高,纳指与标普500指数连续第二日创收盘历史新高。但在大量财报出炉前,市场情绪谨慎,美股涨幅有限。投资者正等待美联储会议结果及一些重要数据。

截至收盘,道指涨11.06点,或0.04%,报26554.39点;标普500指数涨3.15点,或0.11%,报2943.03点;纳指涨15.46点,或0.19%,报8161.85点。

周一盘中,标普500指数最高上涨至2,949.52点,纳指最高上涨至8,176.08点,均创盘中历史新高。

在此之前,道指的历史最高收盘纪录是去年10月3日创造的26828.39点,盘中最高纪录为26951.81点。标普500指数的历史最高收盘纪录是4月26日创造2939.88点,盘中历史最高纪录为2940.91点。纳指的最高收盘纪录为4月26日创造的8146.40点。

企业财报仍是市场焦点。本周将有164家标普500成份公司公布财报,其中包括5家道指成份股。截至上周末,已有约46%的标普500成份公司发布了财报。

本周的重要财报包括苹果(AAPL)、通用电气(GE)、高通(QCOM)以及谷歌的母公司Alphabet(GOOG,GOOGL)等。周一盘后,Alphabet与西部数据将发布第一财季财报。

迄今为止,已有231家标普500成份公司公布了业绩,其中77.5%的公司业绩超出分析师预期。这些公司的盈利增长率约为1%,远高于市场平均预期的下降4.2%。

宏观基本面:

美联储将在本周三结束为期两天的货币政策会议,市场预计央行货币政策决策者将维持政策不变。投资者将密切关注美联储主席杰罗姆-鲍威尔(Jerome Powell)的讲话,以判断美联储对于未来政策路径的想法。

周一经济数据面,美国3月消费者开支指数攀升,但核心开支指数表现疲软。美国商务部报告称,美国3月消费者开支攀升0.9%,为10年来最大月度增幅。

焦点股关注:

阿纳达科石油公司(APC)周一宣布,该公司计划恢复与西方石油公司(OXY)有关收购报价的谈判。此前该公司与主要石油生产商雪佛龙公司(CVX)达成了一项合并协议。

道指成份股波音公司(BA)小幅收跌。据媒体报道,这家飞机制造商在2017年波音737MAX飞机开始执飞时候,并没有告诉西南航空公司(LUV):一项用于警告飞行员故障传感器的安全功能已被停用。

道指成份股迪士尼(DIS)收跌0.4%,该公司旗下漫威工作室的《复仇者联盟4:终局之战》在上映的首周就打破了票房纪录,预计在美国的票房收入已达3.5亿美元,全球票房销售已超过12亿美元。
 

   

港股

北京时间4月29日,美国GDP数据超预期,提振美股走强,标普500和纳指齐创收盘新高。港股ADR指数走高,按比例计算,收报29655点,升50点。此外,内地即将迎来4天小长假,股市投资或更为审慎。周一早盘,港股高开高走,午后恒指继续走好。

截止收盘,港股恒生指数涨0.97%,报29892.81点;国企指数涨1.11%,报11638.18点;红筹指数涨0.83%,报4620.34点。

北向通4月29日,30日正常开通;南向通4月28日起关闭;南北向通5月6日起恢复开通。沪港通资金流向方面,沪股通净流入41.13亿;深港通资金流向方面,深股通净流入9.55亿。

热点板块:

石药集团涨3.39%,领涨蓝筹。

博彩股集体走高,其中,金沙中国涨2.57%,银河娱乐涨2.8%,美高梅、永利澳门涨超4%。内地五一假期即将开启,澳门本周将公布四月份赌收数据,受惠于港珠澳大桥带来旅客增长等的利好,市场预期博彩股接下来在中场及贵宾厅这块的业务会有改善。

科网股走高,汇丰天下涨7%,比亚迪电子涨2.5%,腾讯涨1.72%。

金诚控股(1462)在香港交易所暂停交易, 4月27日,浙江证监局接群众举报,杭州公安局拱墅分局依法立案侦查金诚集团涉嫌非法集资案。4月28日,拱墅分局对集团实控人韦某及相关涉案人员采取刑事强制措施。

中植资本国际股价再度走高,现暴涨67.86%,报价0.47港元,月涨幅逾3倍。中植资本国际最新财报显示,2018财年前三财季首亏1.81亿港元;营业收入1276.8万港元,同比下降94.88%。公司第三财季首亏3816.8万港元;营业收入182.1万港元,同比下降99.20%。

润东汽车股价大幅走低,现跳水大跌28%,报价1.78港元,此前业绩大幅走低。润东汽车是一家以豪华高端汽车品牌为主导的综合服务商,也是华东地区规模最大的豪华/超豪华汽车经销商之一。目前公司授权经营马莎拉蒂、法拉利、宝马、路虎及别克等豪华及中高端汽车品牌。根据公司财报,2018年公司营收127.13亿元,同比下滑33.5%,归母净利润亏损15.14亿元,同比由盈转亏,2017年同期公司盈利约2.53亿元。

 

 

中国A股

北京时间4月29日,周一开盘两市涨跌不一,沪指微幅高开,早盘券商股集体跳水,三大股指一路震荡下行,盘中白酒、银行板块逆势拉升,两市股指呈现下探回升走势,沪指率先翻红一度重回3100点整数关口,随后概念板块纷纷下挫,各大股指再度走低,尾盘工业大麻板块杀跌,股指跌幅持续扩大,逾300只个股跌停,市场人气受挫,悲观情绪显著升温,沪深两市合计成交额不足7000亿元,沪股通净流入41.1亿,深股通净流入9.5亿。

截至收盘,沪指报3062.50点,跌0.77%,深成指报9622.49点,跌1.62%。

从盘面上看,行业板块几乎全线受挫,仅机场航运板块板块飘红。

热点板块:

市场热点匮乏,概念板块亦多数下跌,仅机场航运板块表现活跃,上海机场领涨、厦门空港、白云机场、南方航空、华夏航空、春秋航空、中国国航等个股均有不同程度上涨。

 
 
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