英文版期货投资ppt(英文期货)_商业观察

标普500，涨0.96%%；纳斯达克100指数，涨1.58%；道琼斯工业指数，涨0.75%。美国股市周5受非农就业报告提振加速上涨，创下一个月最大涨幅。该数据显示劳动力市场依然健康，既能支持经济增长又不至于推升通胀。美国总统特朗普打破市场平静，美股期指随即大幅下挫。标普500和道琼斯指数期货合约各下跌1.7%。纳斯达克100指数期货合约下跌2%

S&P500, down 0.21%; Nasdaq 100, down 0.36%; Dow Jones Industrial Average, down 0.46%. The Rally in US stocks picked up pace after the long-awaited jobs report boosted optimism in the world's largest economy. However, New York time Sunday 8pm, President Donald Trump's threat to increase tariffs on Chinese imports cast a cloud over talks this week that were expected to finalize a trade deal. Contracts on the S&P 500 Index plunged as much 1.8%. The Yuan tumbled.

头条 Major News

BRK/A，伯克希尔哈撒韦，涨1.10%。报告称，第一季度营业收入为55.6亿美元。第一季度铁路，公用事业和能源业务营业收入18.6亿美元。集团在第一季度用17亿美元回购股票，公司现金水平在1140亿美元。

BRK/A, Berkshire Hathaway, up 1.10%. Reported Q1 operating income $5.56 billion. Q1 railroad, utilities & energy businesses operating earnings $1.86 billion. Sitting on a cash pile of more than $114 billion, the conglomerate repurchased $1.7 billion of shares as the stock dipped in Q1.

AMZN，亚马逊，涨3.24%。巴菲特称伯克夏一直在买入亚马逊股票，本月晚些时候会披露。

AMZN, Amazon, up 3.24%. Berkshire Hathaway has been buying Amazon shares and it will show up in the 13F later this month, Warren Buffett said in an interview with CNBC.

TSLA，特斯拉公司，涨4.48%，5日涨8.46%。计划通过债务和股票发行筹集约20亿美元，此前Elon Musk高估了Model 3轿车认为其量产能够为公司提供足够的现金以实现资金的自我维持。

TSLA, Tesla, up 4.48%, 5 days up 8.46%. Plans to raise about $2 billion through debt and stock offerings, after Elon Musk overestimated the ability of the Model 3 sedan to generate enough cash for the company to be self-sustaining.

OXY，西方石油，涨1.05%，5日跌5.48%。APC，阿纳达科石油，涨1.65%。西方石油提高对阿纳达科石油收购要约的现金部分，加大了在这场对第四大独立美国石油勘探商的竞购战中将雪佛龙挤出局的努力。西方石油周日在公告中表示，该公司的每股76美元报价目前现金占比78%，股票占比22%，而此前为现金与股票各占一半。阿纳达科石油此前与雪佛龙就每股65美元的收购报价达成共识，但之后称西方石油的报价更优越。西方石油表示，它将承担阿纳达科石油因放弃与雪佛龙交易而产生的10亿美元补偿金。

OXY, Occidental Petroleum, up 1.05%, 5 days down 5.48%. Anadarko Petroleum, up 1.65%. Occidental Petroleum raised the cash portion of its offering for Anadarko Petroleum Corp, escalating efforts to sideline Chevron Corp.'s takeover of the 4th-biggest independent US oil explorer. Occidental's $76-a-share offer is now 78% cash and 22% stock, up from a 50-50 split. Anadarko previously agreed to a $65-a-share takeover with Chevron Corp. but subsequently said Occidental's bid "could reasonably be expected to result in a superior proposal.". Occidental said it will bear the burden of the $1 billion breakup fee Anadarko would owe Chevron for ditching their deal.

ATVI，动视暴雪，跌4.84%。这家视频游戏公司的第二季度盈利预测远低于分析师的预期。暴雪在同一天提供了悲观的业务前景预期。

ATVI, Activision Blizzard, down 4.84%. The video-game company gave a Q2 earnings forecast that fell well short of analysts' estimates. Activision provided the downbeat guidance on the same day.

ANET，Arista网络，跌10.44%。第二季度的预测营收为6亿美元至6.1亿美元，低于分析师预计的6.396亿美元。

ANET, Arista Networks Inc, down 10.44%. Forecast revenue for Q2 ranges $600 million to $610 million, lower than analysts' estimate $639.6 million.

EB，EventBrite Inc, 涨4.60%，5日跌19.96%. 超跌回弹，前日公布的第一季度亏损和营收低于预期。这家在线票务平台公司还发布了第二季度收入指引7400万美元至7800万美元，低于分析师的平均预期8240万美元。

EB, EventBrite Inc, up 4.60%, 5 days down 19.96%. Bouced back a bit after stock plummeted last trading day. Reported a wider-than-expected Q1 loss and revenue below expectations. The online-ticket platform company also issued Q2 revenue guidance of $74 million to $78 million versus the average analyst estimate of $82.4 million.

SBGI，Sinclair广播集团，涨2.81%。该集团将以96亿美元从沃尔特迪斯尼购买21福克斯地区体育网络.

SBGI, Sinclair Broadcast Group, up 2.81%. The group will buy 21 Fox Regional sports network from Walt Disney for $9.6 billion, a bet that the local-TV company can become a cable-sports powerhouse.

X，美国钢铁，涨17.30%。报告调整后的每股收益为47美分，超过分析师平均预期的19美分。

X, United States Steel, up 17.30%.. Reported adjusted earnings per share 47 cents for Q1 that beat the average analyst estimate 19 cents.

FCAU，菲亚特克莱斯勒汽车集团，涨5.45%。公司好的业绩展望盖过了公司不理想的1季度业绩的负面影响。菲亚特克莱斯勒第一季度调整后息税前利润10.7亿欧元，分析师预估13.2亿欧元。公司预计2019年盈利将超过2018年。

FCAU, Fiat Chrysler Automobiles, up 5.45%. Q1 profit miss was overshadowed by upbeat outlook. 1Q adjusted Ebit EU1.07 billion, estimate EU1.32 billion.

Expects 2019 Earnings to Exceed Record 2018.

NWL，纽威尔品牌公司，涨13.52%。预测全年正常化每股收益1.50美元至1.65美元; 预测中点超过分析师平均预估的1.51美元。该公司是消费产品零售商。

NWL, Newell Brands Inc, up 13.52%. Forecast normalized earnings per share $1.50 to $1.65 for the full year; the guidance midpoint beat the average analyst estimate $1.51. The company retails consumer products.

CTSH，高知特科技公司，跌11.05%。预测年度调整后每股收益范围为3.87美元至3.95美元，落后于分析师预估的最低点4.25美元

CTSH, Cognizant Tech Solutions, down 11.05%. Forecast annual adjusted EPS ranges $3.87 to $3.95 that trailed the lowest analyst estimate $4.25.

MNST，怪兽饮料公司，涨8.83%。报告的第一季度净销售额为9.46亿美元，超过分析师预估的9.32亿美元。

MNST, Monster Beverage, up 8.83%. Reported net sales $946.0 million for the first quarter that beat the highest analyst estimate $932 million.

MELI，Mercadolibre股份有限公司，涨20.02%。这家拉丁美洲电子商务零售商的第一季度收入超过了分析师的最高预期。 "强劲"的支付增长掩盖了商品总量的放缓。

MELI, Mercadolibre Inc, up 20.02%. This Latin Americal e-commerce retailer's Q1 revenue beat the highest analyst estimates. "Strong" payments growth overshadowed a slowdown in gross merchandise volume.

BMY，百时美施贵宝，涨3.71%。巴克莱分析师Geoff Meacham将股票从同等权重升级至超重，称其计划收购Celgene方案会得到有利的交易条件。

BMY, Bristol-Myers Squibb Co, up 3.71%. A more bullish view that Bristol-Myers's planned takeover of Celgene will close after a favorable shareholder vote led Barclays analyst Geoff Meacham to upgrade shares to overweight from equal-weight.

交易量异动 Unusual Volume

ALNY，Alnylam制药股份，跌6.36%，5日跌11.22%。赛诺菲正在出售其所有剩余的Alnylam股份。

ALNY, Alnylam Pharmaceuticals Inc, down 6.36%, 5 days down 11.22%. The company's holder Sanofi is selling all of its remaining shares.

OLED，美国通用显示器公司，涨8.77%。预测全年收入3.45亿美元至3.65亿美元; 该预测优于分析师最高估计3.44亿美元。

OLED, Universal Display Corp, up 8.77%. Forecast revenue $345 million to $365 million for the full year; the guidance beat the highest analyst estimate $344 million.

LPLA，LPL金融控股公司，涨12.84%。一季度报告的每股收益为1.79美元，超过分析师预期的最高预期1.73美元。该公司通过与各类财务顾问的业务关系提供技术，经纪和投资咨询服务。

LPLA, LPL Financial up 12.84%. Reported earnings per share $1.79 for the first quarter that beat the highest analyst estimate $1.73. The company offers technology, brokerage, and investment advisory services through business relationships with all types of financial advisors.

FLS，福斯公司，涨9.34%。该公司报告的利润高于预期。该公司在全球范围内设计，制造，分销和服务工业流量管理设备。

FLS, Flowserve Corp, up 9.34%. The company reported higher profits than estimated. The company designs, manufactures, distributes, and services industrial flow management equipment throughout the world.

BRKR，布鲁克公司，涨12.65%。预测全年每股调整后收益为1.57美元至1.61美元; 预测中点超过分析师平均预估的1.57美元。该公司设计，制造和销售基于光谱测定技术平台的专有生命科学系统。

BRKR, Bruker Corp, up 12.65%. Forecast adjusted earnings per share $1.57 to $1.61 for the full year; the guidance midpoint beat the average analyst estimate $1.57. The corp designs, manufactures, and markets proprietary life science systems based on spectrometry technology platforms.

MPWR，芯源系统有限公司，跌7.17%。公司的盈利报告符合分析师预期，股价随着来自KeyBanc和Needham的分析师降评级而下跌。分析师称公司估值昂贵，前景不确定。

MPWR, Monolithic Power Systems Inc, down 7.17%. The stock fell after 2 analysts from KeyBanc and Needham cut thier ratings following an in-line earnings report, citing future uncertainty and expensive valuation.

SRCL，Stericycle公司，跌9.15%。公布第一季度收入8.310亿美元，低于分析师预估的最低值8.43亿美元。该公司提供规范的医疗废物管理服务。

SRCL, Stericycle Inc, down 9.15%. Reported revenue $830.1 million for the first quarter that missed the lowest analyst estimate $843 million. The company provides regulated medical waste management services.

TDC，美商天睿信息系统有限公司，跌10.04%。预计第二季度调整后每股收益为28美分至30美分; 该预计逊于分析师平均预估的34美分。该公司在科技行业提供数据库管理业务。

TDC, Teradata Corp, down 10.04%. Forecast adjusted earnings per share 28 cents to 30 cents for the second quarter; the guidance missed the average analyst estimate 34 cents. The company operates as a database management company in the technology industry.

JHG，Janus Henderson集团，跌4%，5日跌11.61%。公司公布低于预期的利润和销售额。该公司为股票，固定收益，房地产和私募股权领域提供投资顾问。

JHG, Janus Henderson Group Plc, down 4%, 5 days down 11.61%. The company reported lower profits and lower sales than estimated. The company provides investment advisors for equities, fixed income, property, and private equity sectors.

FND, Floor&Decor控股，跌8.82%。预计第二季度调整后每股收益29美分至31美分; 逊于分析师平均预估的32美分。该公司零售瓷砖，木材，层压板和天然石材地板以及装饰和安装配件。

FND, Floor & Decor Holdings Inc, down 8.82%. Forecast adjusted earnings per share 29 cents to 31 cents for the second quarter; the guidance missed the average analyst estimate 32 cents. The company retails tile, wood, laminate, and natural stone flooring along with decorative and installation accessories.

GMED，Globus医疗公司，跌5.79%。该公司公布逊于预期的利润和销售额。该公司专注于促进脊柱疾病患者愈合的产品的设计，开发和商业化。

GMED, Globus Medical Inc, down 5.79%. The company reported lower profits and lower sales than estimated. The company focuses exclusively on the design, development, and commercialization of products that promote healing in patients with spine disorders.

SHAK，Shake Shack股份有限公司，跌4.31%。公司股价先涨后跌。虽然此汉堡连锁店第一季度销售额超过预期，也提高了全年业绩预期，但分析师质疑其最近推出的Chick'n Bites的低利润率。

SHAK, Shake Shack Inc, down 4.31%. The company reversed an early morning rally. Although Q1 sales beat estimates and the burger chain raised its full-year outlook, ananlysts questioned the low margins of its recently-introduced Chick'n Bites.

中概股 US Listed Chinese stocks.

SMI，中芯国际，涨7.48%。半导体股票在香港和台湾两地大涨，追随美股费城半导体指数的隔夜涨势。中芯国际、华虹半导体等在香港恒生综指成份股中表现居前，半导体类在台股28个行业分类指数中领先。

SMI, Semiconductor Manufacturing International Corp, up 7.48%. Chip makers rise in Hong Kong and Taiwan Friday, following a rally of their peers in the U.S., amid investor optimism over their earnings and a global recovery in chip demand, according to First Shanghai Securities

NIO，蔚来汽车，涨6.36%。公司在加州削减70个工作岗位，以提升管理效率。

NIO, Nio Inc, up 6.36%. China-based electric-vehicle maker Nio is cutting 20 jobs in San Francisco and 50 jobs in Santa Clara.

VIPS，唯品会，涨0.55%，5日涨14.64%。摩根大通将唯品会评级上调至超配，目标价11美元。称对唯品会2019，2020年的展望有信心。

VIPS, Vipshop Holdings Ltd, up 0.55%, 5 days up 14.64%. JPMorgan upgraded Vipshop to "overweight", citing a more positive view of Vipshop's earnings growth outlook in 2019 and 2020.

YJ，云集，涨28.64%。会员电商云集在美国纳斯达克正式挂牌上市。上市募集的资金，将主要用于拓展公司业务运营、建设技术基础设施，以及提升平台的服务能力。招股书数据显示，云集2016年、2017年、2018年的GMV分别为18亿、96亿和227亿。相比2017年，其2018年的GMV同比增速高达136.46%.

YJ, Yunji Inc, up 28.64%. Yunji, a leading social e-commerce platform in China, Friday announced IPO. Yunji e-commerce platform in China has pioneered a unique, membership-based model that leverages the power of social interaction.

LX，乐信金融控股，涨7.41%。德意志银行最新报告称，乐信金融和趣店可能成为中国银保监会网络小额贷款业务监管新规的"主要受益者"。

LX, LexinFintech, up 7.41%. LexinFintech and Qudian are likely to be "key beneficiaries" from new regulation on online micro lending businesses from the China Banking and Insurance Regulatory Commission (CBIRC), Deutsche Bank says.

SY，新氧国际，涨14.12%，上一交易日涨31.88%。IPO后第二交易日. 该公司提供医学美容信息。该公司提供媒体内容，社交社区和在线预订系统。它服务于中国的客户。

SY，So-Young International, up 14.12%, last trading day 31.88%. 2nd trading day after IPO. The company provides medical aesthetic information. The company offers media content, a social community and an online reservation system. It serves clients in China.

PDD，拼多多，涨3.59%，5日涨9.31%。

PDD, Pinduopduo Inc, up 3.59%, 5 days up 9.31%.

BGNE，百济神州，涨2.96%，5日涨8.29%。

BGNE, Beigene Ltd, up 2.96%, 5 days up 8.29%.

CBPO，泰邦生物，跌5.58%。

CBPO, China Biologic Products Holdings Inc, down 5.58%.

QFIN, 360金融, up 11.12%.

QFIN, 360 Finance, up 11.12%.

BEST，百世集团，涨4.93%，5日涨14.58%。

BEST, Best Inc, up 4.93%, 5 days up 14.58%.

PPDF，拍拍贷，涨9.06%。

PPDF, PPDai Group, up 9.06%.