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隔夜美股全覆盤 | 市場擔憂戰爭對全球經濟的影響,三大股指震盪走低;塔吉特大漲超9%,Q4營收和EPS均超預期

三大股指震盪走低。截至收盤,道指跌 1.76%,納指跌 1.59%,標普跌 1.55%。WIT原油漲 11.09%至106.34美元,美國10年期國債收益率跌至1.716%,恐慌指數VIX收漲 10.51%。

主要影響因素:週一俄烏談判未達成突破性進展,俄烏將於3月2日在白波邊境舉行新一輪談判。與此同時,俄國防部長稱俄軍將繼續在烏開展特別軍事行動,且烏克蘭軍隊出亞速海的通道已被完全封鎖;烏克蘭總統稱烏所有大城市均被封鎖。

市場擔憂戰爭對全球經濟的影響,同時,俄烏局勢引發供應擔憂,多種商品走高,彭博大宗商品現貨指數一度漲超4%,創2009年以來最大盤中漲幅。歐洲天然氣飆漲,漲超20%。據悉,修建北溪2號天然氣管線的瑞士公司考慮破產。雖然國際能源署(IEA)的成員國一致同意將聯合釋放6000萬桶油儲,但國際原油期貨不為所動,盤中大漲約10%,美油七年多來首次盤中和收盤突破100美元關口。投資者可能認為,IEA釋放的戰略油儲規模令人失望。目前航運巨頭馬士基中止了往來俄羅斯的集裝箱貨運,英國禁止一切與俄有關的船隻入港。

因市場預期鋁和鎳礦生產大國俄羅斯的供應受干擾,倫鋁和倫鎳率領倫敦基本金屬全線走高,倫鋁和倫錫雙雙刷新歷史高位,倫鎳衝上2.5萬美元的將近十一年來高位。避險資產黃金期貨漲超2%,刷新一年多來高位。

大型科技股多數收跌。蘋果跌 1.16%,摩根大通維持蘋果增持評級,目標價為210美元;2022年蘋果可能推出三款Apple Watch。微軟跌 1.29%,公司移除了 FoxBlade 木馬,並加入封鎖俄國營媒體行列。谷歌-C跌 0.54%,獲加州批准,通用汽車和谷歌將提供自動駕駛客運服務。亞馬遜跌 1.58%,美國FTC準備對亞馬遜與米高梅電影公司85億美元交易的潛在反壟斷訴訟。特斯拉收跌 0.7%,公司為逃離烏克蘭的公眾提供免費超充服務;德國工廠預計將於3月投產。伯克希爾-B跌 1.43%,Meta跌 3.57%。

白銀板塊漲幅居前,漲7.97%,其他貴金屬和採礦板塊漲5.4%,熱煤板塊漲5.13%。中概股漲跌不一,阿里巴巴漲 1.81%,江西省與阿里巴巴簽署深化戰略合作協議。京東漲 2.33%,京東阿里跨境加”倉“,戰火燒到歐洲小鎮。拼多多跌 1.7%。蔚來跌 4.25%,2月交付6131輛汽車,同比增長9.9%。理想跌 0.1%,2月交付8414輛理想ONE,同比增長265.8%;瑞士信貸:將理想汽車目標價上調至46美元,維持跑贏大市評級。小鵬跌 6.96%,2月交付6225輛汽車,同比增長180%,並於無錫成立新公司,經營範圍含二手車經紀。愛奇藝漲 21.5%,Q4電話會上稱:將開源節流以減少虧損,致力於實現2022年運營盈虧平衡。

成交額異動:AMD成交147.12億美元,排名第四,收跌 7.71%,。英偉達成交額排名第六,成交97.2億美元,收跌 3.72%,。摩根大通成交額放大,成交50.07億美元,排名第十四,收跌 3.77%。雪佛龍成交額放大,成交46.22億美元,排名第十七,收漲 3.97%。塔吉特成交額放大,成交35億美元,排名第二十六,收漲 9.84%,Q4營收和EPS均超預期。

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