□霍華德·斯(si)韋爾布(bu)拉(la)特(te)
標(biao)普500指數上(shang)(shang)周(zhou)收于2801.83點(dian)(dian),較前一周(zhou)收盤(pan)時的(de)2801.31點(dian)(dian)上(shang)(shang)漲0.02%。年初(chu)至今,標(biao)普500指數上(shang)(shang)漲4.80%,自2016年11月8日美國大選以(yi)來上(shang)(shang)漲30.95%,自牛市(2009年3月9日)以(yi)來上(shang)(shang)漲314%。本周(zhou)拉動股市增(zeng)長的(de)重點(dian)(dian)仍將是二季報(bao)的(de)盈利表現。
上周標普500指(zhi)數11個行(xing)業中有4個行(xing)業實現(xian)增(zeng)(zeng)長(chang)(chang)。其(qi)中受超(chao)預(yu)期財(cai)報拉動,金融業表(biao)現(xian)最好,增(zeng)(zeng)長(chang)(chang)2.22%,但年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)仍(reng)下(xia)降了1.37%(與(yu)美(mei)國(guo)2016年(nian)(nian)11月8日大(da)選相比,上漲(zhang)37.93%);工業增(zeng)(zeng)長(chang)(chang)0.88%,年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)該行(xing)業下(xia)滑1.94%;消(xiao)費(fei)(fei)(fei)類(lei)股漲(zhang)跌互現(xian),其(qi)中非必需消(xiao)費(fei)(fei)(fei)品(pin)下(xia)降0.45%,年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)上漲(zhang)13.64%,消(xiao)費(fei)(fei)(fei)者常用品(pin)增(zeng)(zeng)長(chang)(chang)0.08%,年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)下(xia)滑7.70%;信(xin)息技術取得了0.10%的增(zeng)(zeng)長(chang)(chang),其(qi)也(ye)是(shi)年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)增(zeng)(zeng)長(chang)(chang)最好的板塊,增(zeng)(zeng)幅為(wei)15.44%(從美(mei)國(guo)大(da)選至(zhi)(zhi)今(jin)(jin)(jin)(jin)上漲(zhang)59.71%)。另外,由于(yu)油價回落至(zhi)(zhi)70美(mei)元(yuan)下(xia)方,上周能源股表(biao)現(xian)最差(cha),該行(xing)業下(xia)跌1.89%,不過年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)仍(reng)上漲(zhang)3.75%;電信(xin)業務(wu)下(xia)降1.84%,年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)下(xia)降11.97%,也(ye)是(shi)年(nian)(nian)初(chu)(chu)至(zhi)(zhi)今(jin)(jin)(jin)(jin)表(biao)現(xian)最差(cha)的行(xing)業。
公(gong)(gong)司(si)方(fang)面,上(shang)(shang)周(zhou)公(gong)(gong)布財(cai)報的(de)(de)公(gong)(gong)司(si)中(zhong),流媒體(ti)巨頭奈(nai)飛由于(yu)業(ye)績不及預期,上(shang)(shang)周(zhou)股(gu)價累(lei)(lei)計(ji)下滑8.8%。高盛(sheng)(sheng)則受益于(yu)強勁的(de)(de)財(cai)報表現,上(shang)(shang)周(zhou)股(gu)價累(lei)(lei)計(ji)增長2.3%,與此同時,公(gong)(gong)司(si)官方(fang)宣布大衛·索羅門將于(yu)10月1日起擔任高盛(sheng)(sheng)CEO。科技股(gu)方(fang)面,上(shang)(shang)周(zhou)歐盟對谷歌母公(gong)(gong)司(si)Alphabet裁定50億(yi)(yi)美元反壟斷罰款。其他科技股(gu)中(zhong),亞馬遜憑借會(hui)員(yuan)(yuan)日促銷活動(dong),銷售額(e)創紀錄(全球(qiu)會(hui)員(yuan)(yuan)在活動(dong)中(zhong)購買(mai)了超(chao)過1億(yi)(yi)件的(de)(de)商品(pin)),市(shi)值(zhi)(zhi)一度突破(po)9000億(yi)(yi)美元大關;上(shang)(shang)周(zhou)蘋果(guo)也創下交(jiao)易高點,市(shi)值(zhi)(zhi)達9410億(yi)(yi)美元,另(ling)外微(wei)軟(ruan)公(gong)(gong)司(si)市(shi)值(zhi)(zhi)達8170億(yi)(yi)美元,臉(lian)書市(shi)值(zhi)(zhi)為6080億(yi)(yi)美元。
到(dao)目前為(wei)止(zhi),已公(gong)(gong)(gong)布(bu)(bu)的(de)86份二(er)季報(bao)(bao)(bao)中,有77家公(gong)(gong)(gong)司(si)(si)(si)(si)經營業績超(chao)出預期(qi),66家公(gong)(gong)(gong)司(si)(si)(si)(si)銷(xiao)售業績超(chao)出預期(qi)。本(ben)周將(jiang)迎(ying)來(lai)更為(wei)重要的(de)一周,有183家公(gong)(gong)(gong)司(si)(si)(si)(si)將(jiang)披(pi)露二(er)季報(bao)(bao)(bao),占(zhan)總市值(zhi)的(de)39.7%。此后的(de)7月30日當周將(jiang)有144家公(gong)(gong)(gong)司(si)(si)(si)(si)披(pi)露二(er)季報(bao)(bao)(bao),占(zhan)總市值(zhi)的(de)18.9%。其中23日谷歌母公(gong)(gong)(gong)司(si)(si)(si)(si)Alphabet將(jiang)發(fa)(fa)(fa)布(bu)(bu)財報(bao)(bao)(bao),24日發(fa)(fa)(fa)布(bu)(bu)財報(bao)(bao)(bao)的(de)公(gong)(gong)(gong)司(si)(si)(si)(si)包括哈雷戴維森(sen)、聯合技術、威瑞森(sen)電信(xin)和(he)美國(guo)電話電報(bao)(bao)(bao)公(gong)(gong)(gong)司(si)(si)(si)(si),25日發(fa)(fa)(fa)布(bu)(bu)財報(bao)(bao)(bao)的(de)公(gong)(gong)(gong)司(si)(si)(si)(si)有波(bo)音、可(ke)口可(ke)樂(le)、通用汽車、臉書和(he)維薩,26日發(fa)(fa)(fa)布(bu)(bu)財報(bao)(bao)(bao)的(de)公(gong)(gong)(gong)司(si)(si)(si)(si)有麥當勞、亞(ya)馬遜(xun)、墨氏燒烤、英(ying)特(te)爾和(he)星(xing)巴克,27日推特(te)、雪(xue)佛龍、默克集(ji)團等(deng)公(gong)(gong)(gong)司(si)(si)(si)(si)將(jiang)發(fa)(fa)(fa)布(bu)(bu)二(er)季報(bao)(bao)(bao)。
宏觀數(shu)據(ju)方(fang)面,24日(ri)即將公(gong)布(bu)美(mei)國(guo)5月(yue)FHFA房(fang)價指數(shu)環(huan)比(bi)(bi)數(shu)據(ju),25日(ri)公(gong)布(bu)美(mei)國(guo)6月(yue)新屋銷售數(shu)據(ju),26日(ri)公(gong)布(bu)美(mei)國(guo)6月(yue)零售庫存環(huan)比(bi)(bi)、美(mei)國(guo)6月(yue)批發庫存環(huan)比(bi)(bi)初值、7月(yue)21日(ri)當周(zhou)首次(ci)申請失(shi)業救濟人數(shu),27日(ri)公(gong)布(bu)美(mei)國(guo)二(er)季(ji)度(du)實(shi)際GDP年(nian)化季(ji)環(huan)比(bi)(bi)初值、二(er)季(ji)度(du)核心個(ge)人消費支出(PCE)年(nian)化季(ji)環(huan)比(bi)(bi)初值等(deng)。(作者(zhe)系標普道(dao)瓊斯指數(shu)公(gong)司(si)資深指數(shu)分析(xi)師(shi),昝秀麗(li)編(bian)譯(yi))
中(zhong)(zhong)證(zheng)網(wang)(wang)(wang)聲明(ming):凡本網(wang)(wang)(wang)注明(ming)“來源(yuan):中(zhong)(zhong)國(guo)(guo)證(zheng)券報(bao)·中(zhong)(zhong)證(zheng)網(wang)(wang)(wang)”的所有作(zuo)品(pin)(pin),版(ban)權(quan)均(jun)屬(shu)于中(zhong)(zhong)國(guo)(guo)證(zheng)券報(bao)、中(zhong)(zhong)證(zheng)網(wang)(wang)(wang)。中(zhong)(zhong)國(guo)(guo)證(zheng)券報(bao)·中(zhong)(zhong)證(zheng)網(wang)(wang)(wang)與作(zuo)品(pin)(pin)作(zuo)者(zhe)聯合(he)聲明(ming),任何組織(zhi)未經中(zhong)(zhong)國(guo)(guo)證(zheng)券報(bao)、中(zhong)(zhong)證(zheng)網(wang)(wang)(wang)以及作(zuo)者(zhe)書面(mian)授權(quan)不得轉(zhuan)載、摘編(bian)或利用其(qi)它(ta)方(fang)式使用上述作(zuo)品(pin)(pin)。凡本網(wang)(wang)(wang)注明(ming)來源(yuan)非中(zhong)(zhong)國(guo)(guo)證(zheng)券報(bao)·中(zhong)(zhong)證(zheng)網(wang)(wang)(wang)的作(zuo)品(pin)(pin),均(jun)轉(zhuan)載自其(qi)它(ta)媒體,轉(zhuan)載目的在于更好服務(wu)讀者(zhe)、傳遞(di)信(xin)息之(zhi)需,并不代表本網(wang)(wang)(wang)贊(zan)同其(qi)觀點,本網(wang)(wang)(wang)亦不對其(qi)真實性負責,持異(yi)議者(zhe)應(ying)與原出處單位(wei)主張權(quan)利。
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