美股企业动态(双语)-原油迈入熊市、阿里电商进军俄国

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标普500,涨0.82%;纳斯达克100指数,涨0.76%;道琼斯工业指数,涨0.82%。 美国股市上涨,市场乐观预计墨西哥将得以避免惩罚性关税。美联储褐皮书报告显示,近几周美国经济普遍扩张,商业前景依然“稳固”,但未来有一些阴霾。在美国石油库存创下近三十年来的最大升幅后,纽约原油期货迈入熊市

S&P500, up 2.14%; Nasdaq 100, up 2.70%; Dow Jones Industrial Average, up 2.06%. Stocks climbed on optimism Mexican tariffs will be avoided, while Treasury yields fell as data bolstered rate-cut wagers. Oil entered a bear market after US spllies jumped the most in almost 30 years.


头条 Major News

AMZN亚马逊,涨0.52%。亚马逊推出了一种革命性的新型无人机 - 部分直升机和部分科幻飞机 - 该公司预计将在几个月内开始用于牙膏和其他家用物品的测试交付。

AMZN, Amazon.com Inc, up 0.52%. Amazon has unveiled a revolutionary new drone -- part helicopter and part science-fiction aircraft -- that the company expects to use for test deliveries of toothpaste and other household goods starting within months.

$苹果(AAPL)$ 涨1.61%。CBS援引苹果公司首席执行官蒂姆·库克接受采访时所言报道称,在被问及美中贸易战对苹果的影响时,库克说,中国“根本”就未将矛头指向苹果。库克预计美国不会对在华组装的iPhone征收25%的关税

AAPL, Apple Inc, up 1.61%. Apple CEO Tim Cook said the Chinese have not targeted Apple "at all," in response to a question on the impact of the US-China trade war on the company, CBS reports. Cook doesn't anticipate a 25% tariff on iPhones, which are assembed in China.

CRM,Salesforce.com股份有限公司, 涨5.06%。报告称其季度收入增长24%,因为该公司为其旗舰Sales Cloud业务增加了更多客户。每股盈利从一年前的46美分上升至49美分。该公司是云服务软件提供商。

CRM, Salesforce.com Inc, up 5.06%. Reported a 24% rise in quarterly revenue, as the company added more customers to its flagship Sales Cloud business. EPS rose to 49 cents from 46 cents a year earlier. Salesforce is a cloud software provider.

MSFT微软,涨2.17%。ORCL,甲骨文, up 0.15%. 微软和甲骨文公司表示,企业将能够将Azure服务(如Analytics和AI)连接到Oracle云服务(如自治数据库),建立合作伙伴关系。这主要是为了和亚马逊这个主要云服务提供商来竞争。

MSFT, Microsoft Corp, up 2.17%. ORCL, Oracle Corp, up 0.15%. Microsoft Crop and Oracle Corp said enterprises will be able to connect Azure services, such as Analytics and AI, to Oracle Cloud services, such as Autonomous Database, setting up a partnership to take on the dominant cloud-services provider of Amazon.

GOOG谷歌,跌1.03%,5日跌6.65%。谷歌要求欧盟普通法院推翻3月份该公司因阻挠广告竞争对手而遭欧盟机构处以的罚款。该罚款金额达14.9亿欧元(16.8亿美元)

GOOG, Alphabet Inc, down 1.03%, 5 days down 6.65%. Google has asked the European Union's General Court to overturn a 1.49 billion euro ($1.68 billion) fine it got in March for thwarting advertising rivals.

FB,脸书,涨0.40%。一位来自纽约州的资深民主党议员敦促国会对科技行业的商业实践展开全面调查,即使该调查导致最大的几家科技企业股价下跌。众议院领导力和司法委员会成员Hakeem Jeffries周三告诉彭博称,美国国会可能需要强制Facebook Inc.等社交媒体公司“改变方向”。

FB, Facebook Inc, up 0.40%. A top New york Democrat urged a full-fledged congressional investigation of the technology industry's business practices, even if the probe causes shares of the biggest companies to drop. Hakeem Jeffries, a member of house leadership and the Judiciary Committee, told Bloomberg News on Wednesday Congress may need to force social media companies such as Facebook to make a "change in direction.".

CPB,金宝汤,涨10.02%。公布营收的季度增长,动力来自其各零食品牌。每股盈利56美分,高于估计中位数。调整后的毛利率为33.4%也高于分析师预测。该公司生产和销售品牌便利食品。

CPB, CampBell Soup, up 10.02%. Reported quarterly sales growth on the strength of its snack brands. EPS was 56 cents, above the median of estimates. Adjusted gross margin of 33.4% was also above analyst projections. The company manufactures and markets branded convenience food products.

BA,波音,涨1.20%。尽管中美之间的紧张关系升级,但波音公司正与中国的航空公司商谈史上规模最大的宽体客机订单之一。讨论集中在大约100架双通道飞机:787梦想和777X飞机,即波音机队阵容中最新款的远程飞机。磋商尤其关注777-9,标价4.422亿美元的这款机型是波音最为昂贵的飞机。

BA, Boeing Co, up 1.20%. Boeing has been negotiating one of the largest orders ever of wide-body jetliners with Chinese airlines even as tensions between Washinton and Beijing escalate. The discussion center on about 100 twin-aisle jets: 787 Dreamliners as well as 777X plans. Negotiations have focused oin particular on the 777-9, the planemaker's costliest jet with a $442.2 million sticker price.

CLDR,Cloudera公司,跌31.82%(盘后)。该公司报告第一季度调整后每股亏损13美分,优于分析师平均估计的17美分。然而,它预计第二季度的收入为1.8亿美元至1.83亿美元,低于预期的2.050亿美元。该公司开发和分发业务数据软件,包括存储,访问,管理,分析,安全,搜索,处理和分析应用程序。

CLDR, Cloudera Inc, down 31.82% (after hours). The company reported adjusted loss per share 13 cents for Q1 that was narrower than the average analyst estimate 17 cents. However, it foresees 2Q revenue $180 million to $183 million, worse than estimate of $200.5 million. The company develops and distributes software for business data that includes storage, access, management, analysis, security, search, processing, and analysis applications.

CRON,Cronos集团公司,涨10.89%。这家加拿大大麻公司将在美国推出大麻二醇的举措"很激进“,推动BofAML对该股票进行2级升级至买入,目标价20美元。

CRON, Cronos Group Inc, up 10.89%. The Canadian cannabis company will be "aggressive" regarding a US CBD launch, spurring a BofAML 2-notch upgrade on the shares to buy, PT $20.

UBER,优步技术,涨5.26%,5日涨12.67%。优步首次超过其45美元的IPO价,因为越来越多的分析师继续看好这个共享车巨头。

UBER, Uber Technologies, up 5.26%, 5 days up 12.67%. Uber rose above its $45 IPO for the 1st time as more analysts continued to take a bullish view of the ride-hailing giant.

FCAU,菲亚特克莱斯勒汽车集团,跌3.34%(盘后)。菲亚特克莱斯勒突然撤回与雷诺合并的提案。此前,濒临批准交易的雷诺董事会数日来第二次推迟作出决定。

FCAU, Fiat Chrysler Automobiles, down 3.34% (after hours). The company abruptly withdrew its offer to combile with Renault SA after the French carmaker's board - on the brink of approving the deal - postponed a decision for a 2nd time in as many days.

SFIX,Stitch Fix Inc, 涨 30.46%(盘后). 公布第三季度净收入为4.089亿美元。优于分析师最高估计的3.98亿美元,并促使Stitch Fix提高其年度收入预期。该公司业务为在线订阅和个人l购物平台运营。

SFIX, Stitch Fix Inc, up 30.46% (after hours). Reported net revenue of $408.9 million in the fiscal Q3. That topped the highest estimate at $398 million and prompted Stitch Fix to boost its annual revenue forecast. The company operates as an online subscription and persoanl shopping platform.

交易量异动 Unusual Volume

NCLH,挪威邮轮,跌3.46%。白金汉研究将该股评级从买入下调至中性,称“古巴业务的损失很大”。美国国务院正在禁止游轮前往古巴,作为对该岛旅行的打击行动的一部分。

NCLH, Norwegian Cruise Line, down 3.46%. Buckingham Research downgraded the stock to neutral from buy, saying "NCLH is great story but the loss of Cuba hurts. The US State Department is barring cruise ships from going to Cuba as part of a crackdown on travel to the island.

BF,布朗福曼,涨4.48%。该公司公布第四季度的每股盈利高于预期,销售额低于预期,财年业绩指引低于预期。该公司生产,装瓶,进口,出口和销售各种各样的酒精饮料品牌。

BF, Brown-Forman Corp, up 4.48%. The company reported EPS above estimates, sales below estimates, and guided FY sales below estimates. The Corp manufactures, bottles, imports, exports, and markets a wide variety of alcoholic beverage brands.

GWRE,Guidewire软件公司,跌3.01%,5日跌7.41%。该公司将收入预测下调至7.11亿美元--7.19亿美元,低于预计的7.370亿美元。该公司为财产和意外伤害保险行业开发和发布企业软件。

GWRE, Guidewire Software, down 3.01%, 5 days down 7.41%. The company cut its revenue forecast to $711 million - $719 million, worse than estimate $730.7 million. The company develops and publishes enterprise software for the property and casualty insurance industry.

MRNAModerna股份有限公司,跌9.09%,5日跌18.43%。公司股票连续5天下滑,因为其癌症疫苗的最新不太好的结果于上周六公布,加上今天IPO股票解禁,内部人士首次有机会出售股票。

MRNA, Moderna Inc, down 9.09%, 5 days down 18.43%. Shares are on track to lose ground for the 5th day as updated not-so-good results for its cancer vaccine were presented on Saturday and today insiders had their 1st chance to sell shares after IPO.

PVTL,Pivotal软件,跌41.36%。关闭交易的问题导致公司削减其收入预测。该公司提供平台即服务解决方案。

PVTL, Pivotal Software Inc, down 41.36%. Problems closing deals caused the company to cut its revenue forecast. The company provides platform-as-a-service solutions.

ALTR,Altair工程,跌6.21%。该公司拟提供1.75亿美元本金额的2024年到期的可转换优先票据。所得款项将用于偿还未偿还债务,剩余款项用于收购,投资。该公司提供模拟技术和服务。

ALTR, Altair Engineering, down 6.21%. The company intends to offer $175 million principal amount of convertible senior notes due 2024. Proceeds will be used to repay outstanding debt, remaining proceeds for acquisitions, investments. The company provides simulation technology and services.

LYFT,来福车股份,涨6.49%,5日涨12%。

LYFT, Lyft Inc, up 6.49%, 5 days up 12%.


中概股 US Listed Chinese stocks.

$阿里巴巴(BABA)$ 跌1.62%。阿里巴巴在收到俄罗斯的反托拉斯批准后,与MegaFon,Mail.ru和Russian Direct Investment基金签署了具有约束力的协议,以成立中俄电商合资企业。这家名为AliExpress Russia的合资企业将由阿里巴巴和Mail.ru提名的两位联席首席执行官共同经营;阿里巴巴将拥有49.9%的投票权股份

BABA, Alibaba Group, down 1.62%. Alibaba signed binding agreement to form Russian ecommerce JV with MegaFon, Mail.ru and Russian Direct Investment Fund after having received antitrust approval in the country. The AliExpress Russian JV will be run by 2 co-CEOs nominated by Alibaba and Mail.ru; Alibaba will have 49.9% voting shares.

CTRP,携程旅行网国际,跌3.27%。中国文化和旅游部发布中国游客赴美旅游安全提醒 ,称美国枪击、抢劫、盗窃案件“频发”,提醒有效期至2019年12月31日。

CTRP, Ctrip.com International Ltd, down 3.27%. China issued a travel advisory for the US through the end of the year, with country's Ministry of Culture and Tourism citing "frequent" shootings, robbery and theft in America as the reason for its alert. The company provides online travel agency services.

VIPS,唯品会,跌6.06%。该公司通过互联网以折扣价格零售品牌产品。

VIPS, Vipshop Holdings, down 6.06%. The company retails branded products at discount over the internet.

LK,瑞幸咖啡,跌5.76%,5日涨8.12%。超涨回落。该公司提供非酒精饮料。它提供各种类型的咖啡,并为中国的客户提供服务。

LK, Luckin Coffee, down 5.76%, 5 days down 8.12%. Investors took profit after continuous price jump. The company privides non-alcoholic beverage. It offers various types of coffee and serves customers in China.

NIO,蔚来汽车,跌6.91%,5日跌21.61%。尽管国内汽车市场规模庞大,但中国仍觉得,拥有486家雄心勃勃的电动汽车公司还是太多了。 中国正在考虑制定新规,以提高电动汽车行业门槛,培育数量更少但更有竞争力的企业。

NIO, Nio Inc, down 6.91%, 5 days down 21.61%. Although the car market is big, China has decided that its 486 aspiring electric-vehicle companies are too many. The country is considering rules to raise the barrier to entry for electric-vehicle makers and nurture fewer but more competitive players. Nio is a china version of Tesla.

YJ,云集,跌10.25%。Yunji第一季度营收33.9亿元人民币,同比增长53.2%。公司提供电商服务。

YJ, Yunji Inc, down 10.25%. The company reported revenue for Q1 of 3.39 billion yuan, a YoY increase of 53.2%. The company provides e-commerce services.

QFIN,360金融,跌7.37%。360财务的股权锁定在其5,120万美元IPO后于6月12日到期。自首次公开募股以来,该股票下跌了5.5%,纳斯达克其他金融股票指数上涨了16%;标准普尔500指数同期上涨7.8%

QFIN, 360 Finance, down 7.37%. The equity lockup for 360 Finance expires on June 12 following its $51.2 million IPO. The stock has declined 5.5% since IPO and the Nasdaq Other Financial rose 16%; the S&P 500 Index rose 7.8% in the same period.

SY,新氧国际,跌14.29%。该公司经营在线平台,提供医疗美容信息。

SY, So-Young International, down 14.29%. The company operates online platform providing medical aesthetic information.

指数基金异动 Unusual ETF Movements

EWZ,iShares安硕MSCI巴西ETF,跌2.35%.

EWZ, iShares MSCI Brazil ETF, down 2.35%.

$美国原油基金(USO)$ 跌3.50%

USO, United States Oil Fund, down 3.50%.

XOP,SPDR标普油气勘探与生产ETF,跌3.54%。

XOP, SPDR S&P Oil & Gas Exploration & Production ETF, down 3.54%.

XLU,公用事业精选行业SPDR基金,涨2.14%。

XLU, Utilities Select Sector SPDR Fund, up 2.14%.


VNQ,领航房地产ETF,涨2.09%。

VNQ, Vanguard Real Estate ETF, up 2.09%.