【周三收盘】老虎基金抛售一半BABA 阿里巴巴羊年危险

2015年02月19日 美国中文投资网官方微信



今天是中国的传统佳节农历新年,也祝大家春节快乐,羊年大吉。今天的美股市场似乎并没有受到新春的祝福,美股三大指数在早盘时低开低走,在下午2点美联储公佈货币政策会议纪要之前,也是一路波动下滑。美联储在下午2点公布了货币政策会议的纪要,表示有望延迟加息。纪要显示,美联储高官在这次会议上一致投票同意不加息,联储高官几乎没有兴趣在近期内开始实施紧缩货币政策。

今天走强板块为消费者必需品、工业,和公用事业板块。走弱板块为消费者非必需品、能源、金融、原材料和电信板块。而能源类股由于全球油价走跌,以近1%的跌幅领跌大盘。

今天公布的美国国内经济数据也是略显疲软。一月的生产者价格指数环比下降了0.8%,是五年来的最大降幅,主要还是受到原油类产品价格走低的影响。一月美国的新屋动工指数也环比下降了2%。但分析人士普遍对房建市场的复苏保持信心。

在国际方面,投资者最关心的还是希腊债务问题的解决方桉。希腊政府发言人称将在周四递交债务延期的申请,市场对在二月底前达成解决方桉保持信心。

今天黄金期货价格在盘中跌破了每盎司1200美元的心理关口。主要是市场担心美联储接近加息,降低了黄金的避险需求。但是在联储纪要公布后,金价大涨,涨回了1200美元上方。

今天美国WTI原油期货价格最大跌幅近2.5%,徘徊在每桶52美元附近。主要是受到利比亚和伊拉克由于地缘政治局势导致产油不稳定的影响。
截至收盘,我们来看一下今天三大股指的具体收盘点位。道琼斯工业平均指数下跌17.73点,报18,029.85点,跌幅为0.10%;标准普尔500指下跌0.66点,报2,099.68点,跌幅为0.03%;纳斯达克综合指数上涨7.10点,报4,906.36点,涨幅为0.14%。今天纽约证券交易所的交易量为7.16亿股,纳斯达克交易所的交易量为15.6亿股。交易量低于平均水平。

可穿戴相机龙头企业Gopro(GPRO)今天股价暴跌了11.14%,报每股45.25美元。据悉,Gopro新股限售期到期。但是分析师仍给出70美元的目标价并指出最近的低点是买入的好时期。

网络安全板块在受到奥巴马总统发表讲话提高网络安全后,今天是继续走强的趋势。网络安全公司Cyber-Ark Software(CYBR)再被评级机构提升股价后今天上涨了2.48¬%,报每股60.32美元。

今天在纳斯达克交易所上市的一家生化股企业叫做Inotek(ITEK),开盘价为每股6美元,收盘时股价没有变动。公司主要着重于青光眼治疗。

阿里巴巴(BABA)即财报不佳,股价下滑之后,今天又遭受老虎基金等多家基金公司抛售。今天阿里巴巴股价下跌了0.13%,报每股86.74美元。
能源板块的埃克森美孚石油(XOM)和雪佛龙(CVX)跌幅较深。由于能源价格下跌,股神巴菲特将所持有的价值37.4亿美元的埃克森美孚石油(XOM)4100万股票全部卖出。索罗斯的投资基金也售出了所持的美孚石油全部股份。今天美孚石油股价下跌了2.19%。雪佛龙股价下跌了1.74%。

休闲服饰连锁商Fossil Group(FOSL)去年第四财季净收入1.54亿美元,同比上涨3.7%,略低于市场预期。公司同时预期2015财年销售下调1%到3%。股价下跌近19%。

索尼公司(SNE)计划将视频和音频业务,分拆成独立的全资子公司。公司CEO平井一夫透露,将重点发展相机传感器、视频游戏和娱乐设备等更有利可图的业务,也不排除未来退出电视和智能手机业务。计划到2018年令盈利翻25倍。今天股价上扬3%。

中概股方面,今天摩根士丹利重申了对唯品会(VIPS)股票的“增持”评级,目标股价为28美元。在唯品会公布上财季业绩之后,营收惊人地同比增长109%,同时每股盈利也是创历史记录。目前,唯品会的市场价值达到了160亿美金,是京东商城(JD)的一半,在中国网络概念股中排名第四。与阿里巴巴(BABA), 京东商城(JD)并称为中概股电商三巨头。今天唯品会股价上涨了约2.27%,继续创历史新高,报每股25.68美元,突破了11月以来的盘整区间。

最近是传出中石油和中石化要合并的消息,据知情人士透露中国正考虑将“两桶油”合并,缔造像埃克森美孚石油(XOM)那样的石油巨头,从而在低油价时期提高生产效率。在过去的一年中国政府对油气的改革颇为重视,而国际油价的暴跌已经掀起了全球石油业的并购狂潮。相信中石油和中石化的联姻可以在短期内控制中国绝大多数油气生产从而提高海外竞争力。今天中石油(PTR)和中石化(SNP)在纽约证券交易所的存托凭证分别上涨了1.45%和1.15%。


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