股市资讯 | 道指回吐今年所有涨幅。小米CDR急刹车。中兴股价狂跌25%,或重回制裁

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美股

截至北京时间6月20日凌晨,美股周二收跌,道指失去今年所有涨幅。美国总统特朗普发出新的威胁,使市场担心贸易争端升级、令全球股市下跌。

截止收盘,道指跌287.26点,或1.15%,报24700.21点;标普500指数跌11.18点,或0.4%,报2762.57点;纳指跌21.44点,或0.28%,报7725.58点。

宏观基本面:

周一晚些时候,特朗普表示,他可能会对价值2000亿美元的中国商品再加10%的关税。

美国总统特朗普警告可能对中国征收新的关税,引发各方对可能爆发贸易战的担忧加剧。

焦点股观察:

科技股当中,苹果(AAPL)、推特(TWTR)、Facebook(FB)以及谷歌的母公司Alphabet(GOOGL)普遍下跌。

电动汽车生产商特斯拉(TSLA)股价收跌4.93%。据媒体报道,该公司CEO埃隆-马斯克(Elon Musk)在周日晚间发给雇员的信函中表示,一名雇员试图破坏这家公司。

基因组分析公司Foundation Medicine(FMI)股价大涨28.46%,此前瑞士罗氏制药(ROG)宣布将以24亿美元收购尚未拥有的剩余股份。

   

中国A股

北京时间6月19日,受到中美贸易摩擦再度加剧影响,三大股指集体大幅低开。沪指低开1.3%,直接失守3000点而后持续低走。两市个股涨少跌多,超两千余只个股下跌。午后,两市狂泄,三大股指持续跳水。沪指午后大跌4%,失守2900点,创自2016年6月以来的两年新低。深成指午后暴跌超5%,两市一度逾1500只个股跌停。尾盘,随着中字头股票的拉升带动,三大股指有所小幅回暖。

截止收盘,沪指报2907.82点,跌114.08点,跌幅3.78%,成交2412亿元;深成指报9414.76点,跌528.37点,跌幅5.31%,成交2325亿元。

盘面上,各大板块全线飘绿,种植业与林业、银行、机场航运、医药商业、煤炭、养殖业等板块表现稍微弱势。通信服务、造纸、通信设备、非汽车交运等板块跌幅超过9%。

个股方面,两市超过3100股飘绿,其中跌停个股数接近1000只。

宏观基本面:

央行:央行行长易纲罕见回应了股市大跌

A股大跌,央行行长易纲罕见回应了股市大跌。

易纲主要谈了四点内容:

第一,金融市场波动受多种因素影响,今天股市出现波动,主要受情绪影响,周边股市也都出现一定程度的下跌。既然是市场,就会有涨有跌,投资者应该保持冷静,理性看待。

第二,当前我国经济基本面良好,经济增长的韧性增强,总供求更加平衡,增长动力加快转换,今年以来人民币是少数对美元升值的货币之一。基于这样的经济基本面,中国的资本市场有条件健康发展,我对此充满信心。

第三,近年来,内需对中国经济的拉动不断上升,贸易依存度已从2006年的64%下降到去年的33%,低于42%的世界平均水平,经常项目顺差占GDP的比例也从2007年的约10%下降到去年的1.3%,我国经济应对外部冲击的能力不断增强。中国是一个有13亿多人口的大市场,经济内生潜力巨大,有充分的条件和空间应对好各种贸易摩擦。

第四,人民银行始终高度重视外部冲击的影响,我们将前瞻性地做好相关政策储备,综合运用各种货币政策工具,保持流动性合理稳定,把握好结构性去杠杆的力度和节奏,促进经济平稳健康发展,守住不发生系统性金融风险的底线。

据悉,中国央行向市场注入400亿元的资金。

小米:推迟CDR,先在香港上市

小米官方微博19日早间称,今日,公司经过反复慎重研究,决定分步实施在香港和境内的上市计划,即先在香港上市之后,再择机通过发行CDR的方式在境内上市。为此,公司将向中国证券监督管理委员会发起申请,推迟召开发审委会议审核公司的CDR发行申请。

对于小米撤回CDR申请,证监会表示尊重小米集团的选择,决定取消第十七届发审委2018年第88次发审委会议对该公司发行申报文件的审核。

据Market watch 报道,小米可能是因估值问题而延迟发CDR计划,消息称,其估值已缩减至550亿至700亿美元,新的估值意味着与一开始的900亿美元有22%至39%的折价。

目前小米在港股上市进程顺利,通过聆讯接近小米上市的中介人士介绍,小米在港股上市进程顺利,目前已通过聆讯,最快7月初正式挂牌

   

港股

北京时间6月19日,美股周一大体收跌,道指连续第五个交易日下滑。美国和中国这两个全球最大的经济体之间的贸易局势持续紧张,令市场承压。今日开盘,恒生指数(29468.15, -841.34, -2.78%)低开1.02%,报29999.01点,失守30000点关口。此后走势不断走低。盘中更是跌超2%,跌超3%。

截至收盘,恒指大跌2.78%,报29468.15点;国企指数暴跌3.18%,报11492.77点;红筹指数跌3.02%,报4438.14点。大市成交1529.84亿港元。

盘面上,苹果概念股、石油股、濠赌股、内银股集体下跌。世界杯开幕在即,体育用品股逆市上涨。

沪港通资金流向方面,沪股通净流出19.8亿,港股通(沪)净流出为6.1亿。

深港通资金流向方面,深股通净流出0.09亿,港股通(深)净流出为5.52亿。

焦点股关注:

港股近1700只股票下跌,1686只股票走低。蓝筹股全线下跌。中国旺旺(7.1, -0.52, -6.82%)跌6.82%,万州国际跌5.68%,舜宇光学跌5.3%,为三个表现最差蓝筹。

内银股大跌,其中,招商银行(30.55, -0.95, -3.02%)跌、工商银行(6.14, -0.19, -3.00%)、中国银行(3.96, -0.14, -3.42%)等大跌超3%。

内险股大跌,中国太平(27.55, -1.40, -4.84%)跌4.84%,中国平安(77.1, -2.15, -2.71%)跌2.71%,中国人寿(21.35, -0.60, -2.73%)跌2.73%。

港股农业股遭遇重挫,其中,超大现代(0.121, -0.01, -8.33%)跌8.33%,万洲国际(6.64, -0.40, -5.68%)跌5.68%,惠生国际(0.245, -0.03, -9.26%)跌9.26%。

中兴:复牌以来累计跌超61%,或重回制裁

中兴通讯(9.85, -3.25, -24.81%)外围因素恶化,今日股价开盘暴跌12.82%,此后跌幅扩大,截至午盘,中兴通讯跌幅扩大至24.81%,报价9.85港元,复牌以来股价已累计跌超61%。

周二,美国国会议员试图支持一项禁止中兴购买美国关键零部件的禁令。参议院周一通过的防御措施票数为85比10,以阻止特朗普达成解除中兴制裁的决定。

此前,美国商务部4月份对中兴通讯实施了禁令,导致公司大部分业务陷入停滞。但在唐纳德特朗普总统的干预下,该部门在本月早些时候宣布了一项交易,取消禁令,以换取超过10亿美元的罚款和其他惩罚。

据悉,美国总统唐纳德特朗普周三将在白宫举行的会议上向共和党参议员施压,敦促立法者软化防御政策法案条款,从而结束对该公司的经济制裁。
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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