美股企业动态(双语)-微软盈喜后重夺市值王座、好未来教育迅速扩张

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标普500,跌0.04%;纳斯达克100指数,涨0.42%;道琼斯工业指数,跌0.51%。企业财报刺激科技股攀升,但拖累工业股下挫。微软和脸书公布强劲业绩、3M下调业绩预估并且UPS报告利润下降。

S&P500, down 0.04%; Nasdaq 100, 涨 0.42%; Dow Jones Industrial Average, down 0.51%. Major US stocks gauges closed mixed as earnings reports sparked a rally in big technology companies and sent industrial shares lower. The dollar extended gains to a four-month high.


头条 Major News

$Facebook(FB)$ 脸书,涨5.85%。分析师一致赞扬了此社交媒体巨头的第一季度业绩,其中报告了强劲的收入增长和用户参与度。许多公司提高了股票的目标价。目前平均目标价为216美元,周二为198美元。

FB, Facebook, up 5.85%. Analysts unanimously praised the social media company's Q1 results, where it reported strong revenue growth and user engagement. Many firms raised their price targets on the stock. Average price target currently stands at around $216, up from $198 on Tuesday.


AMZN,亚马逊公司,涨0.61%(盘后)。第一季度销售净额597亿美元,符合分析师预估的596.8美元。第一季度每股收益7.09美元,分析师预估4.67美元。

AMZN, Amazon.com, up 0.61% (after hours). Q1 net sales 59.7bn, meet estimates $59.68bn. 1Q EPS $7.09, estimate $4.67.


$微软(MSFT)$ 涨3.31%。受优于预期的第三财季业绩提振,微软股价触及纪录高位,在周四超越苹果重夺市值第一宝座。苹果将于下周二公布财报。

MSFT, Microsoft Corp, up 3.31%. Microsoft Corp. became the largest company by market capitalization on Thursday after shares jumped to a record following the company’s better-than-expected fiscal third-quarter results. Apple will release earnings on Tuesday.


BA,波音,涨1.95%。Bernstein研报称,5月下旬美国联邦航空局与全球航空公司会议的时间安排是737回归的另一个积极指标. 波音股价在研报发出后上涨。
BA, Boeing, up 1.95%. Boeing gains after Bernstein analyst writes that the timing of an FAA meeting with global aviation autorities in late May is another positive indicator for the return of the 737 MAX.


TSLA特斯拉公司,跌4.26%,5日跌8.7%。第一季度调整后每股亏损2.9美元,分析师预估亏损1.30美元。公司预计第三季度恢复盈利。

TSLA, Tesla Inc, down 4.26%, 5 days down 8.7%. Reported adjusted loss per share for Q1 that was wider than the average analyst estimate (loss per share $2.9 V.S. $1.3 estimated). Tesla expects to return to profitability in 3Q.


CMCSA,康卡斯特,涨2.58%。上季度,此美国最大的有线电视公司签约了375,000个新的宽带用户,高于分析师预测的354,000个。为了赢得新客户,康卡斯特推出了更快的宽带服务,开始独立销售宽带,并为其家庭Wi-Fi增加了更多功能。

CMCSA, Comcast Corp, up 2.58%. The largest US cable company signed up 375,000 new broadband customers last quarter, topping analysts' forecasts of 354,000. To win new customers, Comcast has introduced faster broadband service, started selling broadband on a stand-alone basis and added features to its home Wi-Fi.


INTC英特尔,跌7.1%(盘后)。下调全年营收预期。预计全年营收约690亿美元,此前预测715亿美元。分析师预估713.4亿美元。

INTC, Intel, down 7.1% (after hours). Intel cut its revenue forecast for the full year. Sees FY revenue about $69bn, saw about $71.5bn, estimate $71.34bn.


SBUX,星巴克,涨0.94%。星巴克提高全年调整后每股收益预期区间为2.75美元至2.79美元,此前预测2.68至2.73美元,分析师预估2.72美元。

SBUX, Starbucks, up 0.94%. Boosted its adjusted EPS forecast for the full year from {$2.68-$2.73} to {$2.75-$2.79}, beating estimate $2.72.


MMM,3M公司,跌12.94%。公布财报,显示其业务远比投资者预计的还要弱。这家便利贴和触摸屏显示器的制造商削减了其年度盈利预测,因为它报告称所有5个业务部门的营业收入均下降,并且公布的第一季度利润低于华尔街的预期。 3M公司表示,为应对疲软的汽车和电子市场以及中国的不利因素,它将减少2000个工作岗位。

MMM, 3M Co, down 12.94%. Revealed that its business is far weaker than investors realized. This maker of Post-it notes and touchscreen displays slashed its annual profit forecast as it reported that operating income dropped in all 5 business units and posted Q1 profit that fell short of Wall Street's expectations. 3M said it would cut 2,000 jobs while grappling with weak automotive and electronics markets as well as headwinds in China.


CMG, Chipotle Mexican Grill股份,跌4.46%。根据美国联邦检察官的另一传票,他们向CMG寻求与俄亥俄州大肠杆菌爆发相关的信息,导致数百人在2018年陷入瘫痪。消息让CMG股价大跌。

CMG, Chipotle Mexican Grill, down 4.46%. Dropped following another subpoena from US federal prosecutors seeking information related to an E. Coli outbreak in Ohio that left hundreds of people sink in 2018.


UPS,联合包裹服务,跌8.13%。1Q调整后每股盈利1.39美元,未达预期的1.42美元。其CEO表示,冬季天气和不断上涨的扩张成本在2019财年上半年损害了公司的利润。

UPS, United Parcel Service, down 8.13%. 1Q Adjusted EPS $1.39, missed estimate $1.42. Its CEO said winter weather and rising expansion cost were hurting profit during the first half of FY 2019.


XLNX,赛灵思,跌17.08%。公司预计财年第一季毛利率为66%,低于最低分析师预期68.5%。分析师称看不到任何短期内股价上涨的机会。

XLNX, linx Inc, down 17.08%. The company's gross margin forecast for fiscal 1Q (66%) trailed the lowest analyst estimate (68.5%). Several analysts said they're unable to see any opportunity for short-term upside.


MO,高特利,跌6.03%。在报告了令华尔街失望的第一季度业绩之后,此万宝路的制造商股价大跌。业绩在去除消费税的营收额低于分析师的最低估计。公司表示,今年全行业的卷烟销量将继续下降。

MO, Altria Group, down 6.03%. The Marlboro maker that's been diversifying into cannabis and vaping, fell after reporting Q1 results that disappointed Wall Street. Revenue excluding excise taxes missed the lowest analyst estimate. It also said industry-wide cigarette volume will keep falling this year.


GRUB,GrubHub股份有限公司,涨5.76%(盘后)。发布财报,1季度每股盈利30美分,优于分析师平均预测的25美分。

GRUB, GrubHub Inc, up 5.76% (after hours). Reported adjusted EPS for Q1 (30c) that beat the average analyst estimate (25c)


BHC,博士康公司,涨3.09%. 该公司的Duobrii乳液获得FDA批准. 此乳液用于治疗斑块状银屑病,分析师预计公司将继续获得一系列药物批准。

BHC, Bausch Health, up 3.09%. The company's Duobrii lotion won FDA approval as a treatment for plaque psoriasis in what analysts expect will continue a string of drug approvals


HSY,好时食品,涨4.59%。第一季度调整后每股盈利(1.59美元)超出分析师预期(1.47美元)

HSY, Hershey Co, up 4.59%. Reported adjusted EPS for Q1 ($1.59) that beat the highest analyst estimate ($1.47)


交易量异动 Unusual Volume

ORLY, O'Reilly汽车,跌4.21%。1季度可比销售额增长3.2%,低于分析师平均预期+ 4.1%。销售额不及预期,是由于天气不利,退税延迟以及本季度总退款金额减少。

ORLY, O'Reilly Automotive, down 4.21%. 1Q comparable sales for Q1 +3.2%, missed the average analyst estimate +4.1%. The sales miss is due to unfavorable weather, delays in tax refunds and a reduction of total refund dollars during the quarter.


PTC,PTC公司,跌10.85%。第三季度收入预期为2.88亿美元至3.03亿美元,逊于市场预期的3.234亿美元; 摩根大通和Wedbush的分析师均下调了对该技术解决方案公司的评级。

PTC, PTC INC, down 10.85%. 3Q revenue guidance of $288m to $303m vs. consensus est. of $323.4m; analysts at JPMorgan and Wedbush both cut their rating on the technology solution company.


AGNC,AGNC投资公司,跌2.68%。第一季度净利差和每股美元收益均低于分析师的最低预期。

AGNC, AGNC Investment Corp, down 2.68%. AGNC Investment reported net spread & dollar roll income per share for the first quarter that missed the lowest analyst estimate.


IRM,美国铁山公司,跌8.9%。调整后的第一季度Ebitda(3.245亿美元)未达到分析师预期的最低值(3.554亿美元)

IRM, Iron Mountain Inc, down 8.9%. Reported adjusted Ebitda ($324.5 million) for the first quarter that missed the lowest analyst estimate ($355.4 million)


AZPN,艾斯本科技公司,涨3.49%,5日涨9.44%。报告第三季度调整后每股收益(96美分)超过分析师最高预期(88美分)

AZPN, Aspen Technology Inc, up 3.49%, 5 days up 9.44%. Reported adjusted earnings per share for the third quarter (96c) that beat the highest analyst estimate (88c)

FBHS,Fortune Brands家庭与安全用品,涨4.41%。预测全年每股调整后的收益(3.53美元至3.77美元); 预测中点超过分析师平均预期(3.63美元)

FBHS, Fortune Brands Home & Security Inc, up 4.41%. Forecast adjusted earnings per share for the full year ($3.53 to $3.77); the guidance midpoint beat the average analyst estimate ($3.63)


WWE,世界摔角娱乐公司,跌13.32%。第一季度营收(1.824亿美元)低于分析师的最低预期(1.95亿美元)

WWE, World Wrestling Entertainment Inc, down 13.32%. Reported revenue for the first quarter ($182.4 million) that missed the lowest analyst estimate ($195 million)


ALKS,Alkermes公共有限公司,跌12.78%。由于其专有产品Vivitrol和Aristada的第一季度销售低于预期,股价下跌。

ALKS, Alkermes Plc, down 12.78%. Stock fell after softer-than-expected Q1 sales of its proprietary products Vivitrol and Aristada.


CVI,CVR能源公司,涨9.77%。调整后的第一季度Ebitda(2.3亿美元)超过了分析师的最高估计(1.33亿美元)

CVI, CVR Energy Inc, up 9.77%. Reported adjusted Ebitda for the first quarter ($230 million) that beat the highest analyst estimate ($133 million)


BC,布仑兹维克,跌10.98%。该公司报告第一季度盈利包括其健身业务的营业亏损为1.391亿美元。

BC, Brunswick Corp, down 10.98%. Shares fell after the company reported 1Q earnings that included a $139.1 million operating loss in its fitness business.


AAN,Aaron's公司,涨10.85%。第一季度调整后每股收益(1.08美元)超过分析师预期(96美分)

AAN, Aaron's Inc, up 10.85%. Reported adjusted earnings per share for the first quarter ($1.08) that beat the highest analyst estimate (96c)


BCO,Brink's公司,跌8.33%。该公司提供了有关盈利和销售的未来指引,并公布了低于预期的销售额。

BCO, Brink's Co, down 8.33%. The company provided guidance on earnings and sales and reported lower sales than estimated


SAVE,精灵航空股份有限公司,跌9.3%。调整后的第一季度每股收益(84美分)与分析师平均预期(84美分)相符。

SAVE, Spirit Airlines Inc, down 9.3%. Reported adjusted earnings per share (84c) for the first quarter that matched the average analyst estimate (84c).


UFPI,通用林产品公司,涨13.09%。报告的第一季度每股收益(58美分)超过分析师的最高估计(52美分)

UFPI, Universal Forest Product, up 13.09%. reported earnings per share for the first quarter (58c) that beat the highest analyst estimate (52c)


CEPU,Central Puerto股份公司,跌4.09%,5日跌14.68%。

CEPU, Central Puerto, down 4.09%, 5 days down 14.68%.


中概股 US Listed Chinese stocks.

BABA,阿里巴巴集团,涨1.19%。天猫新总裁蒋凡宣布,未来三年天猫平台交易规模将翻一番,天猫要帮助国内外品牌发布超过1亿款新品,同时还要孵化出100个年销售额超过10亿元的新品牌。天猫过去一年买家数增加超过1亿。

BABA, Alibaba Group, up 1.19%. Tmall to help 100 new brands achieve annual sales of more than 1bn yuan. Tmall added more than 100m buyers in the past year. Company to continue to maintain "fast growth" in the next 3 years, says Tmall President Jiang Fan.

$好未来(TAL)$ 涨5.08%。好未来第四季调整后每ADR收益20美分,超过最高分析师预估19美分;营收7.266亿美元,分析师最高预估7.1亿美元;学生入学总数+71.2%。

TAL, TAL Education Group, up 5.08%. Reported adjusted earnings per ADR for Q4 20c, beat the highest analyst estimate 19c. 4Q revenue $726.6m, highest analyst estimate 710m. 4Q total enrollment +71.2%


QTT,上海趣头条,跌5.27%。

QTT, Qutoutiao Inc, down 5.27%.


指数基金异动 Unusual ETF Movements

EWZ,iShares安硕MSCI巴西ETF,涨2.47%。

EWZ, iShares MSCI Brazil ETF, up 2.47%.


OIH,VanEck Vectors石油服务ETF,down 2.47%.

OIH, VanEck vectors Oil Services ETF, down 2.47%.