股市资讯 | 新浪财报公布,亮眼成绩微博功不可没。营销成果显著,微博高流量带来高收入。

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美国股市

截至北京时间5月10日凌晨,美股周三收高,道指连续第五个交易日攀升,能源与金融股领涨。市场仍在权衡美国退出伊朗核协议、并重新制裁这个产油国的消息。截至收盘,道指涨182.33点,或0.75%,报24542.54点;标普500指数涨25.87点,或0.97%,报2697.79点;纳指涨73.00点,或1.01%,报7339.91点。

原油期货价格继周二下跌后周三有了反弹,上涨约3%并创三年半新高,推动能源股上涨。究其原因是美国制裁伊朗、限制该国石油出口,可能造成中东地区原油生产受到干扰,而这种局面有利于推动油价攀升。

在原油期货价格反弹的同时,美国国债收益率也在上涨。能源价格的上涨提高了通胀预期,使得作为固定收益资产的国债价格承压。通胀上涨同时也增大了美联储面临的压力,使其需要采取更加激进的加息措施。有意愿投资美国债券的客户,可以通过辉立进行债券交易。

个股财报表现:

新浪:微博护驾,新一季财报亮眼,股价回升

北京时间5月9日晚间,新浪公布2018年新一季度财报。财报显示:新浪第一季度净营收为4.408亿美元,较上年同期的2.781亿美元增长59%。 其中核心广告业务营收为3.671亿美元,较上年同期的2.280亿美元增长61%。第一季度广告营收的同比增加主要得益于微博广告和营销收入年对年增长1.337亿美元,增幅为79%。非广告营收为7370万美元,较上年同期的5010万美元增长47%。非广告营收的同比增长主要源自微博游戏和会员费收入增加,以及新浪金融科技业务的收入增长。

2018年第一季度毛利率为75%,上年同期为69%。2018年第一季度广告业务毛利率为77%,上年同期为70%。2018年第一季度非广告业务毛利率为65%,上年同期为62%。2018年第一季度的运营利润为7330万美元,较上年同期的4500万美元增长63%。 2018年第一季度运营利润率为17%,超过上年同期的16%。

股票方面,周三新浪低开5.48%,结束持续三日上升趋势,股价一度持续走低,盘内最大跌幅超过13%。随后由于财报以及股东大会上利好消息推动,股价得以回暖,实现小V反转,截至收盘,新浪股价跌10.14%或10.14美元,报89.84美元。

微博:营销成效显著,活跃客户数上升显著

北京时间5月9日晚间,微博公布2018年新一季财报。作为新浪的子公司,微博2018年第一季度净营收3.499亿美元,同比增长76%,超过公司3.35亿美元至3.45亿美元的预期。广告和营销营收总计3.029亿美元,同比增长79%。增值服务营收4690万美元,同比增长57%。

2018年第一季度成本和开支总计2.405亿美元,上年同期为1.434亿美元。除了与“互换交易”相关的营销开支计入成本和开支外,成本和开支的同比增长主要与渠道、营销活动相关的营销开支增加,以及与人力成本相关的研发开支增长有关。
高昂的营销开支并没有影响微博的盈利能力,2018年第一季度微博运营盈利为1.094亿美元,上年同期为5590万美元。2018年第一季度非运营盈利为760万美元,上年同期为210万美元。
同时广泛的宣传也带动流量飞速增长,2018年3月的月活跃用户数(MAUs)较上年同期净增约7000万,达到4.11亿。月活跃用户数中93%为移动端用户。2018年3月平均日活跃用户数(DAUs)较上年同期净增约3000万,达到1.84亿。

股票方面,周三微博股票低开8.31%,结束持续两日的持续上涨,股价持续走低,盘内最大跌幅超过18%,随后由于财报以及股东大会上利好消息推动,股价得以回暖,截至收盘,微博股价跌14.20% 或18.17美元,报109.82美元。关于新浪与微博发布财报后的股价走向,辉立将为您持续关注。

中国股市

北京时间5月9日,三大股指早盘低开,早盘市场整体气氛略显低迷,三大股指震荡走低,板块个股整体跌多涨少。沪指小幅回暖后再度下挫,而后呈现低位震荡格局。临近午盘,市场指数仍旧维持低位盘整格局,沪指、深成指保持在平盘线下方窄幅震荡,随后小幅均回弹,但市场人气较为低迷,板块个股方面跌多涨少。午后,午后市场指数走势波澜不惊,沪指再度下挫随后呈弱势震荡态势,板块个股方面涨少跌多,赚钱效应不高。尾盘,三大股指探底后小幅回升,市场指数整体呈现弱势震荡格局。

截止收盘,上证指数跌0.07%或2.35点,报3159.15点,;深证指数跌0.17%或18.73点,报10689.07点;创业板指跌0.06%或1.06点,报1855.81点。

从盘面上看,两桶油改革、仪器仪表、环保居板块涨幅榜前列,券商、视听器材、钢铁居板块跌幅榜前列。

热点板块:

1、油服板块

受“美国退出伊朗核协定,原油供应减少或将导致国际油价大涨”的消息影响,油服板块大热,泰山石油、中国石油、中曼石油、潜能恒信、惠博普、海油工程、中海油服等个股跟随上涨。

2、环保概念板块

受“全国人大常委会大气污染防治法执法检查组第一次全体会议召开”等消息影响,环保概念板块盘中走强,龙头中环环保直线封板,伟明环保、德创环保、海峡环保、联泰环保纷纷跟涨。

香港股市

北京时间5月9日,美股几近收平,欧股收市向下。外围消息,对今日港股影响或许有限,港股市场情绪转暖。今日早盘,恒指上演深V反转,午后恒指一度走低,此后尾盘再度拉升,恒生指数涨0.44%,报30536.14点;国企指数涨0.33%,报12185.44点;红筹指数涨0.38%,报4563.44点。大市成交842.8亿港元。

沪港通资金流向方面,沪股通净流入8.35亿,港股通(沪)净流入为2.07亿。

深港通资金流向方面,深股通净流入14.49亿,港股通(深)净流入为8.25亿。

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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,A股

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