股市资讯 | 中美贸易战升级。小米将纳入多项指数,约2.5亿港元将注入

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美股

截至北京时间7月11日凌晨,美股周二收高,主要股指连续第四个交易日上涨。随着财报季开始,强劲的经济数据抵消了市场对贸易战的担忧。

截止收盘,道指涨143.07点,或0.58%,报24,919.66点;标普500指数涨9.67点,或0.35%,报2,793.84点;纳指涨3点,或0.04%,报7,759.20点。

周二盘中,罗素2000种小型股指数一度攀升至1,708.56点,创历史新高。

宏观基本面:

中美贸易战:美国公布第三波关税名单

据CNN的报道,特朗普政府已经指示美国贸易代表Robert Lighthizer制定完成新一轮对中国进口商品加征关税的清单,价值2000亿美元,税率10%。详细的商品类目包括海鲜食品、蔬果、纺纱、羊毛、高尔夫球等等。

此项征税计划不会立即生效,和此前的500亿计划一样,将会经历一段时间的审查和听证程序后,才会正式生效。

据悉,美国已经开始对价值160亿美元的中国商品征收第二波关税。本周二宣布的关税将是第三波。它们将在8月30日之后的某个时间生效。

美国宣布新一轮针对中国商品的关税计划并不让人感到意外,因为特朗普早就在各种场合表明:如果中国反击美国首轮500亿美元商品的征税计划,那么美国将很快祭出新一轮2000亿美元的更多加税计划。甚至不排除对价值高达5000亿美元的中国商品加征关税。

焦点股关注:

在标普500指数成份股当中,已有超过20家公司公布了财报,其中包括百事可乐(PEP)。这家软饮料与零食生产商宣布业绩超出预期,令其股价涨4.76%,报112.89美元。百事可乐表示,预计第四财季的盈利增长将“大幅提高”。

几家银行业巨头即将公布财报。JP摩根大通(JPM)、花旗集团(C)以及富国银行(WFC)等均将在本周五公布财报。

   

港股

北京时间7月10日,美国三大股指周一均上涨,港股方面,中美贸易摩擦暂未有新消息,港股连续两日做好。周一恒指已突破10日线,在反弹下各路资金开始入场,只是成交量仍偏少,上升动力仍不足。周二恒指高开,一度大涨1%,此后涨幅收窄。午后恒指走低。

截至收盘,恒指跌0.02%,报28682.25点。国企指数涨0.53%,报10824.97点;红筹指数涨0.12%,报4322.4点。

沪港通资金流向方面,沪股通净流入5.25亿,港股通(沪)净流入6.68亿。

深港通资金流向方面,深股通净流入3.46亿,港股通(深)净流入8.89亿。

沪股通中资金流入最多的是海螺水泥(600585),净流入5960万,其次为南方航空(01055)、农业银行(01288)。资金流出最多的中国平安(2318),净流出7740万。

深股通中资金流入最多的为寒锐钴业(300618),净流入6703万,其次为北新建材、宜通世纪、三钢闽光、海康威视。资金流出最多的中兴通讯(0763),净流出4.09亿。

焦点股关注:

1. 科网股全线走低,中兴通讯(0763)跌5.45%,华虹半导体(1347)跌4.08%,富智康集团(2038)跌1.75%,腾讯控股(0700)跌2.32%,瑞声科技(2018)跌1.12%。

2. 消费股走低。长城汽车(2333) 跌4.84%,石四药集团 (2005) 跌4.93%,药明生物 (2269) 跌5.82%,蒙牛乳业 (2319) 跌3.93%。

小米(1810):小米将被纳入多项指数

小米今日高开高走,股价直线拉升,一度暴涨超15%,最高见19.34港元。截至收盘,小米涨13.1%,报价19港元,最新市值为4251亿港元。小米即将纳入恒生综合指数。成份股将于7月20日收市后纳入多个指数,并于7月23日起生效。

此次小米将纳入的指数有:恒生综合指数(包括恒生综合行业指数-资讯科技业、恒生综合大型股指数、恒生综合大中型股指数)、恒生环球综合指数、恒生互联网科技业指数。今早便有消息传出,小米集团将在7月23日纳入恒生综合指数。此次小米纳入恒指为上市后10个交易日,创下港股史上最快纪录。

富时指数公司将于7月13日收市后小米将正式纳入富时中国50指数,并于7月16日正式生效。同时,中兴通讯将于同日被剔除。小米的被富时中国50指数加入,意味约2.5亿港元被动资金将追入。
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中国A股

北京时间7月10日,经过连续两天大幅反弹后,周二A股市场今日上涨有所乏力,沪指全天基本上维持窄幅震荡,临近收盘,保险、银行和券商等金融股震荡拉升,次新股持续走强,医疗板块涨幅扩大,沪指尾盘震荡上扬。
截止收盘,沪指涨0.44%,连续上涨3个交易日,报2827.63点,成交1326.33亿元;深证成指涨0.49%,报9205.43点,成交1933.94亿元。

从盘面上,高送转、石油矿业开采、水泥居板块涨幅榜前列,种植业与林业、电子竞技、国产软件居板块跌幅榜前列。

热点板块:

1. 高送转板块周二全天领涨两市,表现相当抢眼,赫美集团(002356)涨停,中设股份(002883)、大涨超6%,其他个股也有不俗的表现。

2. 石油矿业开采板块周三表现异常活跃,相关个股集体拉升,其中宏达矿业(600532)涨停,鄂尔多斯(600295)、蓝焰控股(000968)、海南矿业(601969)均有不同程度上涨。

宏观基本面:

中国商务部:自2018年7月11日起,对原产于美国的进口非色散位移单模光纤征收最高78.2%反倾销税。此前美国光纤企业所适用的反倾销税率为 4.7%-18.6%。

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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