隔夜美股 | 標普500較近期低位已反彈超40%,跟誰學(GSX.US)收漲13.4%
週二,市場聚焦經濟重啟,以及針對衛生事件藥物出現利好消息,抵消美國大規模示威活動的影響,道指早盤維持漲逾百點,尾盤漲幅飆升至267點。
截至收盤,標普500指數漲25.10點,漲幅0.82%,報3080.82點;納指漲56.30點,漲幅0.59%,報9608.37點;道指漲267.60點,漲幅1.05%,報25742.65點。
值得注意的是,標普500指數較其在3月23日創造的近期低位2191.86點已反彈超過40%,較其近期歷史最高點差距為9.2%。
消息面上,美國禮來(LLY.US)宣佈全球首個衛生事件抗體藥物開始人體臨床試驗,預計6月底可得出結果。如果第一階段的結果表明可以安全地使用抗體,禮來將啟動第二階段的概念驗證研究,以評估對弱勢人群的療效。
美聯儲和小企業管理局的資料顯示,截至5月27日,美國銀行已經批准了5122億美元的薪資保障計畫 (PPP) 貸款申請,但僅從美聯儲的薪資保障計畫流動性便利工具 (PPPLF) 中獲得了490億美元流動性。這在很大程度上是因為,自3月11日以來,高達1.8萬億美元的新存款湧入放貸機構,增幅達13%,至少是自1973年有可比資料以來最大的雙月增幅。衛生事件期間,隨著股市大跌以及債券/貨幣市場基金利率下跌,儲戶和投資者紛紛湧向銀行,存款量大幅上升。此外,在衛生事件期間,企業借款激增,同樣導致銀行存款增多。
美國國會預算辦公室(CBO)表示,美國經濟可能需要近10年的時間才能完全從衛生事件和相關關閉中恢復過來。CBO在對衛生事件對經濟影響的深度和持續時間的分析中稱,已將美國2020-30年累計經濟產出預期下調15.7萬億美元,較1月預期下調5.3%。經通脹調整後,降幅估計為7.9萬億美元,相當於累積國內生產總值(GDP)的3%。
盤面上,美股消費類股普遍上漲,Restoration Hardware(RH.US)漲超16%,梅西百貨(M.US)漲超9%,百思買(BBY.US)漲超3%,安德瑪(UA.US)、羅斯百貨(ROST.US)漲超1%.
中概股中,如涵(RUHN.US)漲超20%,嘉楠科技(CAN.US)漲超17%,瑞幸咖啡(LK.US)漲超14%,網易收漲2.78%,股價再創歷史新高。
個股方面
跟誰學(GSX.US)收漲13.4%,該公司今日再遭Grizzly Research做空,該機構表示跟誰學的學生人數和收入被誇大了約900%;
蒂芙尼(TIF.US)收跌8.93%,有報導指出,路威酩軒與蒂芙尼的收購交易不明朗,路威酩軒擔心蒂芙尼兌現償還債務承諾的能力;
愛迪達ADR(ADDYY.US)收跌1.06%,該公司在美國全國各地的熱門零售商店在近期遊行事件中被搶劫後,表示將關閉其在美所有門店;
泰森食品(TSN.US)收跌0.18%,該公司公佈愛荷華風暴湖工廠衛生事件檢測結果,在接受檢測的2303人中有591人呈陽性。
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