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【Jan.19 美股重大事项 - 船老大】

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奈飞盘后财报

-新任财长Yellen今天国会听证,发言稿称美国需要加大经济刺激力度。


-企业财报: BAC利润大幅下滑,营收不及预期。高盛营收大幅增长,利润翻倍,股价近三个月大幅上涨近70%(11月初持有的学员上周三如果按照提示加Hedge第一条腿,开盘如果不能迅速站上$311考虑加另一条腿)。HAL业绩超预期。LOGI上调全年盈利预期。


-个股消息:LITE拟$57亿收购COHR。小摩上调AXP至超配。财政部对COF反洗钱罚款$3.9亿。特斯拉中国区缴付首台Y型车。NIO完成可转债发行。加拿大拟解禁波音737Max。多家投行上调FB评级。


-长周末后股指盘前大幅挑战,个股普涨。近期热门板块涨幅居前:氢能源BLDP+8%,航天SPCE+7%,3D打印DM+5%。电动汽车NIO/XPEV+3%。太阳能SPWR/SEDG+5%。中概FUTU+10%,博彩MGM+5%


-财报季节还是重个股、轻指数,对手中持有的中长期品种做好风险对冲。SPY依然维持在短期上升通道内运行,日内下行测试$377.7,上行测试$378.7。大区间关键位置和后期走向可参考昨天毕肯周报详细描述。

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