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财报季迎来开门红,美股下周该关注什么?

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【个股动态】

极速排列3SUOWEI“FAANG”DEWUDAKEJIJUTOUERZHANGSANDIE,QIZHONGNetflixDIE4.49%,FacebookZHANG0.90%,AlphabetZHANG1.10%,YAMAXUNDIE0.05%;PINGGUOGUJIADIE0.04%。ZHISHOUPANSHI,PINGGUOSHIZHI9377YIMEIYUAN,WEIQUANQIUSHIZHIZUIGAODEGONGSI;WEIRUANSHIZHI9280YIMEIYUAN,JUDIERWEI;YAMAXUNJUDISAN,SHIZHI9053YIMEIYUAN;AlphabetSHIZHI8466YIMEIYUAN,JUDISIWEI。

中国概念股上涨明显的公司有:极速排列3人人网涨18.00%、如涵控股涨9.74%、哔哩哔哩涨4.87%、向上融科涨3.59%、万国数据涨3.30%、前程无忧涨2.72%、58同城涨2.63%、陌陌涨2.45%、华住涨2.19%、阿里巴巴涨2.12%、腾讯音乐涨2.06%、畅游涨2.03%。

涨幅小于2%的中概股公司有:极速排列3唯品会、汽车之家、爱奇艺、携程网、欢聚时代、猎豹移动、京东、国双、百度、虎牙、朴新教育、新浪、搜狐、和信贷、新东方、网易、拼多多。

跌幅比较明显的公司有:极速排列3蘑菇街跌13.55%、点牛金融跌9.38%、蓝汛跌5.07%、金融界跌5.06%、中网载线跌4.98%、华米科技跌3.72%、品钛3.51%、第九城市跌3.48%、触宝科技跌3.25%、富途控股跌3.10%。

涨幅比较明显的美国科技股有:极速排列3迪士尼涨11.54%、波音涨2.56%、博通涨2.46%、搜诺思公司涨2.05%。

涨幅低于2%的公司有:西部数据、PayPal、高通、德州仪器、索尼、甲骨文、应用材料、英特尔、谷歌、星巴克、自动数据处理公司、车美仕、Facebook、沃尔玛、Snap、微软、IBM、好市多、动视暴雪、AMD、IRobot。

跌幅比较明显的美国科技股有:奈飞跌4.49%、Roku跌3.67%、Lyft跌1.83%、Fitbit跌1.55%。

跌幅低于1%的美国科技股有:英伟达、美光科技、Twitter、Ebay、特斯拉、Box、亚马逊、苹果、Adebo。

【下周前瞻】 

1、银行股一季报进入白热化阶段 科技股等其他板块也逐渐登场:继本周摩根大通和富国银行打响头阵后,下周花旗集团、高盛、美国银行、摩根士丹利等美股各主力银行股也将陆续公布今年第一季度业绩。此外,科技股如IBM和奈飞、通信股如爱立信以及其他板块个股如强生、百事等都将交出今年第一份季度成绩单。 

2、FactSet的数据显示,截至3月29日,分析师对美股一季度EPS预期为下降7.2%。这一预期降幅高于5年平均值(-3.2%)、10年平均值(-3.7%)和15年平均值(-4.0%)。事实上,该降幅为2016年1季度(-9.8%)以来最大的一次。分析师预计,一季度标普500指数全部11个行业的EPS预测均将下降,其中能源(-34.0%)、材料(-16.3%)和信息技术(-8.3%)行业预期下降幅度最大。 

3、欧盟经济数据也值得关注:据欧盟外交官们透露,欧盟委员会已经拟定一批美国商品进口临时性名单,价值大约为200亿欧元,作为针对波音WTO补贴争端的潜在反击措施。据悉,欧洲央行已于4月10日递交内部NowCasting模型给央行决策者们,该模型现在预计欧元区第一季度GDP增幅将放缓至0.2%,可能会在第二季度略微地进一步放缓。这意味着,欧元区经济复苏将进一步延后到来。

4、下周三,中国将公布第三季度GDP数据。专家预计,一季度GDP或为年内低点,但经济初现企稳迹象,工业投资消费等指标有望回升,随着货币政策逐渐趋稳,减税降费等积极财政政策有望在稳增长中发挥主导作用。极速排列3中国GDP数据如果超预期,对全球股市尤其是中概股势必有提振作用。

【值得关注的个股】

1、奈飞:四季度业绩超预期后,新增订阅用户数获关注

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2、迪士尼:流媒体业务受市场青睐,后续走势值得关注 

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3、波音:埃航坠机事件中角色具体如何?后续重要表态可关注 

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