资讯 | 美股财报普遍超预期,三大股指均创历史新高

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美股

北京时间11月5日凌晨,美股周一收高,三大股指均创盘中与收盘历史最高纪录。对国际贸易协议的乐观预期令美股得到支撑。投资者仍在关注美企财报与美联储的政策前景。

截止收盘,道指收盘上涨114.75点,或0.42%,报27462.11点;标普500指数涨11.36点,或0.37%,报3078.27点;纳指涨46.80点,或0.56%,报8433.20点。

周一早间,道指最高上涨至27517.58点,标普500指数最高上涨至3085.20点,纳指最高上涨至8451.37点,均创盘中历史新高。

原油板块领涨大盘,道指成份股雪佛龙(121.57, 5.36, 4.61%)公司(CVX)收盘大涨4.6%,埃克森美孚(71.67, 2.07, 2.97%)(XOM)收涨3%。布伦特原油期货创5周新高,带动原油板块上扬。

其他道指成份股当中,沃尔格林(59.65, 2.27, 3.96%)联合博姿集团(WBA)上涨4%,陶氏(54.17, 1.86, 3.56%)化学(DOW)上涨3.56%,明尼苏达矿业制造(174.9, 4.81, 2.83%)公司(MMM)上涨2.83%,英特尔(57.61, 1.10, 1.95%)(INTC)收高2%。

道指成份股宝洁(119.07, -4.80, -3.88%)(PG)收盘下跌3.88%,麦当劳(188.66, -5.28, -2.72%)(MCD)收跌2.72%,可口可乐(53.14, -0.76, -1.41%)(KO)收跌1.41%,默沙东(83.9, -1.04, -1.22%)(MRK)收跌1.22%。

市场仍在密切关注所谓的“第一阶段”贸易协议的进展。上周五标普500指数与纳指均创历史最高收盘纪录,此前美联储暗示在可预见的未来不会加息。不过美联储也提高了未来降息的门槛。美企财报方面,目前已公布的季度业绩大多远超预期,这使市场乐观情绪有了依据。

迄今为止已有356家标普500成份公司公布了第三财季财报,其中75.8%的每股收益数字高出预期。而在此之前,自1994年以来的财报表明,标普500成份公司中,每股收益数字超出预期的平均比例为65%。

焦点个股:

道指成份公司麦当劳(MCD)收盘下跌2.7%。该公司宣布已解聘其CEO Steve Easterbrook。麦当劳董事会裁定他违反公司规定,且他在最近与一名员工发生的“两厢情愿”的关系中表现出了糟糕的判断力。麦当劳董事会已任命Chris Kempczinski为麦当劳总裁兼首席执行官,立即生效,并任命其为董事会成员。

网约车公司Uber Technologies(UBER)将在今天公布财报。

搜狐(11.31, 0.49, 4.53%)三季度总营收同比增长9%至4.82亿美元,环比增长4%。三季度净亏损为2100万美元,上年同期净亏损2600万美元。

搜狗(5.17, -0.09, -1.71%)第三季度收入为3.15亿美元,同比增长14%。

 

   

港股

北京时间11月4日,美股周五收高,道指上涨300点,纳指与标普500指数创历史最高收盘纪录。美10月非农就业人数增加12.8万超出预期,失业率为3.6%仍处在50年来的最低水平。市场仍关注国际贸易关系的进展与美企财报。昨日,中国证监会主席易会满表示,将尽早全面开放H股全流通改革。周一开盘,港股恒指高开0.73%,随后涨超1%。

截至收盘,恒生指数涨1.65%,报27547.30点。国企指数涨1.8%,报10813.47点;红筹指数涨1.79%,报4396.14点。

热点板块:

航空股上涨。中国南方航空(5.17, 0.32, 6.60%)涨6.6%;中国国航(7.43, 0.50, 7.22%)涨7.22%;中国东方航空涨4.83%。

中资券商股上涨。恒投证券(3.25, 0.32, 10.92%)涨10.92%;国泰君安(12.52, 0.52, 4.33%)涨4.33%;中信建投涨4.22%。

内地医药股上涨。绿叶制药(6.49, 0.58, 9.81%)涨9.81%;金斯瑞生物科技(20, 1.00, 5.26%)涨5.26%;白云山(26.35, 1.25, 4.98%)涨4.98%。

内房股上涨。融创中国(38.9, 1.80, 4.85%)涨4.85%;中国奥园(11.16, 0.48, 4.49%)涨4.49%;中国恒大(20.25, 0.83, 4.27%)涨4.27%。

美团一度涨近6%,逼近100港元,现涨4.9%,报98.4港元。美团点评此前获纳入港股通并于10月28日正式生效。
 

中国A股

北京时间11月4日,早盘三大股指小幅高开后一路震荡走高,创业板指涨幅超1%,深成指、沪指同步拉升,早盘金融股、民航机场、消费电子、数字货币、医药等板块表现强势,受利空消息影响,电子烟板块走弱,午后两市整体维持窄幅震荡,早盘强势的数字货币午后跳水,易见股份、四方精创等涨停股炸板。整体上两市氛围尚可,个股方面涨跌各半。北上资金净流入超40亿元,连续第八个交易日净流入。

截止收盘,沪指报2975.49点,涨0.58%,深成指报9868.13点,涨0.67%。

从盘面上看,消费电子、航空机场、增强现实、医疗等板块领涨,电子烟、钢铁、创业板壳等板块领跌。

热点板块:

航空机场板块全天表现强势,截至收盘,中国国航(8.970, 0.60, 7.17%)、南方航空(7.300, 0.54, 7.99%)涨超7%,东方航空(5.540, 0.25, 4.73%)、吉祥航空(15.200, 0.65, 4.47%)、华夏航空(11.870, 0.39, 3.40%)、春秋航空(45.380, 0.71, 1.59%)等个股跟涨。

财报数据显示,三大航(中国国航、东方航空和南方航空)领跑行业,其中南航和国航2019年前三季度营收均超千亿。从全行业来看,三大航的营收与净利润在8家上市公司的营收和净利润总和中占比均超七成。

精准医疗板块领涨两市,截至收盘,诚迈科技(87.740, 7.98, 10.01%)涨停,贝达药业(61.130, 4.33, 7.62%)、贝瑞基因(34.250, 2.54, 8.01%)、北陆药业(9.180, 0.49, 5.64%)、迪安诊断(22.330, 0.71, 3.28%)、中源协和(17.230, 0.27, 1.59%)等个股跟涨。

周日下午,中科院、上海市政府召开新闻发布会,由中国海洋大学、中科院上海药物研究所、上海绿谷制药有限公司研发的一款治疗阿尔茨海默症的新药——“九期一”(甘露特钠,代号:GV-971)已通过国家药监局批准,可用于轻度至中度阿尔茨海默症,改善患者认知功能。
 
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