股市资讯 | 亚马逊,谷歌财报不及预期,股价大跌

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美股

截至北京时间10月27日凌晨,美股周五震荡收跌,道指下挫近300点,标普500指数跌入回调区。亚马逊与谷歌等科技巨头财报令人失望,使人怀疑美股价值能否继续得到企业盈利的支持。

截止收盘,道指跌296.24点,或1.19%,报24688.31点;标普500指数跌46.88点,或1.73%,报2658.69点;纳指跌151.12点,或2.06%,报7167.21点。

美股周五收跌,道指早盘一度下跌近540点,最低下跌至24,445.19点。标普500指数盘中曾跌入回调区域,即从近期高点下跌10%以上。纳指盘中最多曾下跌超过3%。

上周美股表现动荡,全周道指累计下跌3%,标普500指数下跌3.9%,纳指下跌3.8%。

宏观基本面:

美国商务部周四宣布,美国三季度实际GDP年化数字环比增长3.5%,这一增速较第二季的4.2%有所放缓。美国三季度GDP平减指数年化季环比初值 1.7%,预期2.1%,前值为3%。

美国三季度个人消费支出(PCE)初值环比增长4%,预期3.3%,前值3.8%。美国三季度核心个人消费支出(PCE)物价指数年化季环比初值1.6%,预期1.8%,前值2.1%。

焦点股关注:

企业财报仍然备受关注。科技行业领头羊亚马逊(AMZN)和谷歌的母公司Alphabet(GOOG)的业绩逊于预期,导致两支股票大幅下跌。亚马逊收跌7.82%,谷歌收跌2.2%。

亚马逊公司周四宣布,预计第四财季营收将在665亿美元至725亿美元之间,远低于市场预期的737.9亿美元。亚马逊周五收跌7.82%

谷歌的母公司Alphabet(GOOG)公布的业绩令人失望,这家互联网巨头宣布第三财季营收337亿美元,市场预期340.4亿美元。谷歌周五收跌2.2%。

 

   

港股

北京时间10月26日,港股恒生指数上周五高开0.15%,之后在25000点附近反复争夺,但随后科技股重挫,拖累恒指跌幅持续扩大,一度跌逾1.6%,午后跌幅逐步收窄。

截至收盘,恒生指数跌1.11%,报24717.63点,创17个月新低,周跌3.3%已连跌5周。国企指数跌1.16%,报10058.63点,周跌1.6%。红筹指数跌0.52%,报4055.21点,周跌1.98%。大市成交956.33亿港元。

沪港通资金流向方面,沪股通净流出8.09亿,港股通(沪)净流入9.11亿。

深港通资金流向方面,深股通净流出7.51亿,港股通(深)净流入3.36亿。

焦点股关注:

科技股重挫,舜宇光学跌11.11%,报64.4元,领跌蓝筹。瑞声科技(2018)跌4.75%,报56.2元;腾讯控股(0700)跌3.35%,报260元;美团点评跌4.09%,报52.75元。

内险股下跌,中国人寿(2628)跌6.67%,报15.96元;中国太平(0966)跌2.81%,报25.95元;新华保险(1336)跌3.6%,报37.45元;中国平安(2318)跌1.33%,报74.4元。

内房股回落,万科企业(2202)涨1.94%,报23.7元;中国恒大(3333)涨0.21%,报19.22元;富力地产(2777)跌0.81%,报12.22元。

恒大健康(0708)涨8.87%,报10.8元。10月25日,Faraday Future(下称“FF”)向香港国际仲裁中心申请的紧急救济结果出炉,但其和恒大的仲裁并未结束,仍将继续。

 

 

中国A股

北京时间10月26日,周五两市双双高开,随后受金融股集体回调影响,沪指逐渐下行转跌,盘中周期股轮番拉升,但持续性欠佳,未有效提振指数,沪指展开窄幅震荡,临近收盘,银行股小幅反弹,沪指跌幅收窄。

截止收盘,沪指报2598.85点,跌幅0.19%,深成指报7504.72点,跌幅0.33%。

沪指上周涨1.90%,深成指涨1.58%

从盘面上看,地产股全天领涨两市,5G概念股午后崛起,煤炭、ST、石墨烯、纺织板块涨幅居前,保险、白酒、券商、银行、高送转板块跌幅居前。

热点板块:

地产股周五表现强势,持续领涨两市,卧龙地产(600173)、渝开发(000514)、国创高新(002377)、阳光股份(000608)、中粮地产(000031)、大龙地产(600159)等超10股涨停。

近期,北京、广州、杭州、佛山等房地产热门城市近期出现部分银行下调房贷利率的现象,这是去年以来首次多城同时出现房贷利率下调。

5G概念股周五午后异动拉升。润建通信(002929)涨停,意华股份(002897)、纵横通信(603602)、剑桥科技(603083)、通宇通讯(002792)等个股集体拉升。
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