美国科技股周三大跌。蔚来汽车(NIO)股价攀升收高4.87%

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美股

截至北京时间10月11日凌晨,美股周三收盘重挫,科技股跌幅领先。道指暴跌超过830点。美债收益率迅速攀升并维持在多年来的最高水平,令投资者感到担忧。

截止收盘,道指跌831.83点,或3.15%,报25,598.74点;标普500指数跌94.66点,或3.29%,报2,785.68点;纳指跌315.97点,或4.08%,报7,422.05点。

纳指重挫4.08%,大型科技股普遍下滑。推特(TWTR)重挫8.47%、亚马逊(AMZN)重挫6.15%、微软收跌5.43%、谷歌的母公司Alphabet收跌5.06%、苹果(AAPL)收跌4.63%,Facebook(FB)收跌4.13%。

宏观基本面:

纽约商品交易所11月交割的西德州中质原油(WTI)期货价格下跌1.79美元,跌幅2.4%,收于73.17美元/桶,为9月27日以来的最低收盘价。

作为全球石油价格基准的伦敦洲际交易所(ICE)12月布伦特原油期货价格下跌1.91美元,跌幅近2.3%,收于83.09美元/桶。

焦点股关注:

在美国上市的蔚来汽车(NIO)股价攀升,据外媒报道,持有特斯拉(TSLA)9%股份的英国投资管理公司Baillie Gifford周二在一份监管文件中披露,已持有蔚来汽车8530万股股票,相当于11.4%股份。蔚来汽车收高4.87%。

特斯拉(TSLA):詹姆斯-默多克或将接替马斯克担任特斯拉(TSLA)董事长

特斯拉必须在下月中旬之前决定由谁来接替创始人埃隆-马斯克(Elon Musk)担任董事长,詹姆斯-默多克(James Murdoch)已成为特斯拉董事长的热门人选。

两名了解相关讨论情况的人士表示,目前担任特斯拉非执行董事的默多克是董事长的主要候选人。另一个人说,外部候选人仍在考虑之中。知情人士表示,默多克已暗示,他希望得到这份工作。

当21世纪福克斯完成将其娱乐资产出售给沃尔特迪斯尼时,默多克将辞去21世纪福克斯的首席执行官一职。 在最近向康卡斯特出售股份之后,他也辞去了天空董事长一职。目前他正在考虑设立一个技术投资基金。

特斯拉董事会尚未对董事长做出最终决定,也可能会考虑一位外部候选人,但时间已经不多了。马斯克曾与SEC达成协议,在11月11月之前,在45天的时间里找到接替他的人选。不过,SEC的协议规定,在马斯克的要求下,45天的期限可以延长。

特斯拉(TSLA)周三收跌2.25%。

 

   

港股

北京时间10月10日,美股周二收盘涨跌不一,标普500指数录得连续第四个交易日下跌。投资者仍在权衡美债收益率迅速上涨及其对股市的影响。周三开盘,港股恒生指数高开0.41%,涨幅一度扩大逾1%,在26300点上下震荡。

截至收盘,恒指涨0.08%,报26193.07点。国企指数涨0.21%,报10442.71点。红筹指数涨0.62%,报4267.85点。大市成交862.21亿港元。

沪港通资金流向方面,沪股通净流出11.49亿,港股通(沪)净流入10.5亿。

深港通资金流向方面,深股通净流出3.19亿,港股通(深)净流入3.55亿。
焦点股关注:

中国神华(1088)涨4.1%,报18.3港元,领涨蓝筹。

内银股上涨。交通银行(3328)涨1.24%,报5.7元;农业银行(1288)涨1.1%,报3.66元;中国银行(3988)涨0.3%,报3.34元。

吉利汽车(0175)涨2.69%,报13.76元。戴姆勒将与吉利合作在中国成立网约车合资公司,开展乘车和汽车共享服务。

中国旺旺(0151)大跌6.86%领跌蓝筹,报5.7元。中国旺旺被瑞信大幅下调目标价,由8.96元降至6.2元,投资评级由跑赢大市降至中性。

腾讯(0700)跌2.52%,报286.4元。腾讯连续第21日回购股份,上日回购13.1万股涉资3,889万。自9月7日起累计回购合共242.4万股,占股本0.0255%。由于游戏业务自第二季开始明显放缓,加上监管方面收紧游戏审批,市场普遍料腾讯第三季增长乏力。

 

 

中国A股

北京时间10月10日,周三两市高开,三大股指盘初小幅冲高,随后受白酒等权重板块回调所拖累逐渐回落,触底之后有所回升,围绕平盘线展开窄幅震荡。深成指周三表现较差。

截止收盘,沪指报2725.84点,涨幅0.18%,深成指报8010.69点,跌幅0.44%。

从盘面上看,钛白粉、燃气水务、次新股、环保、集成电路等板块涨幅居前,自贸港、白酒、航运、物流等板块跌幅居前。

热点板块:

次新股表现强势,宇环数控(002903)等多股涨停,文灿股份(603348)、东方材料(603110)、江苏新能(603693)、亚普股份(603013)等涨幅居前。

钛白粉概念股周三午后走强,中核钛白(002145)封涨停,安纳达(002136)涨逾8%,龙蟒佰利(002601)、天原集团(002386)等个股均涨超4%。消息面上,中核钛白午间发布公告,其中国内销售价格上调300元人民币/吨,出口价格上调50美元/吨。

 
 

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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