股市资讯 | 7月10日,小米上市。6+1,7国峰会惨淡收幕

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中国A股

北京时间6月8日,全天震荡下挫,沪指失守3100点整数关口,板块题材普遍飘绿。市场成交量方面,与上一交易日相比近乎持平。

截止收盘,沪指报3067.15点,跌42.35点,跌幅1.36%,成交1612亿元;深成指报10205.52点,跌108.33点,跌幅1.05%,成交1929亿元

盘面上,小米、富士康、电子制造、无人零售、5G、通信设备等概念板块涨幅居前;煤炭、券商、稀缺资源、有色、特色小镇、保险等概念板块跌幅居前。

宏观基本面:

中国海关:5月贸易顺差收窄31%

日前,海关总署公布了中国前5月及5月当月的外贸数据。以人民币计价,今年前5个月,中国货物贸易进出口总值为11.63万亿元,比去年同期增长8.8%,贸易顺差收窄31%。其中,中国对上海合作组织成员国进出口增长高出同期中国整体外贸增速1.5个百分点。单看5月份,中国进出口总值2.53万亿元,增长8.6%。其中,出口1.34万亿元,增长3.2%;进口1.19万亿元,增长15.6%;贸易顺差1565.1亿元,收窄43.1%。

中国海关数据显示,中国5月份对美国贸易顺差245.8亿美元,1-5月份对美国贸易顺差1048.5亿美元。1-5月中国对美国出口同比增长13.6%,自美国进口同比增长11.9%。另外,中国4月对美贸易顺差221.9亿美元,环比增长43.8%,1-4月对美贸易顺差804亿美元。

小米:证监会公示小米CDR招股说明书,通过上市聆讯

6月11日凌晨,证监会披露小米集团公开发行CDR(中国存托凭证)招股说明书,据悉小米已于6月7日通过了在香港的上市聆讯。

招股书披露,中信证券股份有限公司为本次发行的保荐机构及主承销商。与向港交所提交的招股书最大的不同,本次CDR招股书公布了小米2018年第一季度的数据,小米营业收入和经调整经营净利润分别为344.12亿元和16.99亿元,净利润-70.27亿元,归属母公司股东的净利润-70.05亿元,扣除非经常性损益后归属于母公司普通股股东的净利润10.38亿元。

招股书显示,集团拟采用的股权激励计划将向雷军、小米金融管理层及核心员工授予小米金融期权。通过运作小米金融期权计划,公司预计小米金融未来将不再为小米集团的控股子公司。未来三年,小米集团为小米金融提供的金融服务的最高金额上限分别为人民币127.7亿元、149.5亿元和145.5亿元。

另外,小米已经通过香港联交所上市聆讯,公司方面争取大约于6月28日定价,CDR于7月9日挂牌,香港股票于7月10日挂牌。有兴趣交易中国A股以及港股的客户,请关注辉立资本新加坡(SGPSPL)并联系我们。

蚂蚁金服:对外宣布新一轮融资 融资总金额140亿美元

6月8日,蚂蚁金服对外宣布新一轮融资,融资总金额140亿美元。蚂蚁金服方面表示,本轮融资将主要用于支付宝的全球化拓展,自主科研投入和全球顶尖人才的招募。

   

美股

截至北京时间6月9日凌晨,美股周五收高。本周道指累涨2.8%,标普指数累计上涨1.6%,纳指累计攀升1.2%。但随着G7峰会的召开,国际贸易紧张局势升级令股指涨幅受到限制。投资者还在等待下周的美联储货币政策会议。
截止收盘,道指涨75.12点,或0.3%,报25,316.53点;标普500指数涨8.66点,或0.31%,报2,779.03点;纳指涨10.44点,或0.14%,报7,645.51点。

G7:7国峰会?还是是G6加上一个美国

6月9日,第44届西方七国集团(G7)领导人峰会惨淡落幕。在外界普遍预测凶多吉少甚至会搁浅破局的情况下,作为东道主的加拿大总理特鲁多最终仍旧宣布了峰会达成了一份呼吁自由、公平和互利贸易的联合公报。

毫无意外的是,提前离场、急忙飞往新加坡的特朗普几乎在第一时间反击,宣称将不会签署该公报。这意味着,这份公报只属于美国之外的西方世界,其实也就再无“联合”可言。

市场预计,G7的惨淡收场会给市场带来一定的冲击,辉立(SGPSPL)也将为您持续关注。

早在先于领导人峰会召开的G7财长会议上,美国征收钢铝关税做法就已经引发了众怒。法国财长勒梅尔还公开提出了目前的G7沦为所谓“G6+1”,即西方六国对阵美国的分裂局面。这一形象的表达很快成为了西方各国可能共同杯葛美国的猜测,甚至还引发了特朗普在社交媒体上暗示可能退出G7的威胁。

   

港股

北京时间6月8日,美股周四收盘涨跌不一。Facebook等股价走软拖累纳指收跌。投资者仍在权衡经济数据以及国际贸易局势的最新进展,并等待即将召开的G7峰会。今日早盘恒指低开低走,盘中跌幅更是超1%。午后恒指跌幅进一步扩大,一度跌近2%,跌1.98%,报30889.57点。

沪港通资金流向方面,沪股通净流出7.54亿,港股通(沪)净流出21.98亿。

深港通资金流向方面,深股通净流入15.86亿,港股通(深)净流出2.47亿。

沪股通中资金流入最多的是恒瑞医药(600276),净流入1.24亿,其次为中科曙光、三一重工、宏图高科、青岛海尔。资金流出最多的中国平安(02318),净流出3.3亿。

深股通中资金流入最多的为融钰集团(002622),净流入1.13亿,其次为大族激光、浪潮信息、延华智能、可立克。资金流出最多的为京东方A,净流出2.87亿。

焦点股关注:

腾讯控股(00700):新华社主办“半月谈”连发三天批电子游戏,称对成瘾性电子游戏应像缉毒打黑一样进行清剿。游戏软件相关股下挫,腾讯控股重挫3.77%,报413港元。

金山软件(03888):从证监会官网获悉,证监会已于6月7日接收并受理小米集团的《首次公开发行股票并上市》。至此,小米成为CDR试点的第一单申请。小米已经通过香港联交所上市聆讯,公司方面争取大约于6月28日定价,CDR于7月9日挂牌,香港股票于7月10日挂牌。不过,如果CDR获准发行的时间晚于预期,则CDR和香港股票的挂牌日期可能顺延至7月16日及17日。小米概念金山软件暂软2.10%。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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