相關個股:新興(2605)
美4月進口價格mom持平/出口價格0.6%低上期,兩者皆低預期、5月密大信心指數59.1低預期/通膨預期5.4%平上期、中國4月m2 yoy 10.5%優預期/4月未償貸款yoy 10.9%低預期/新增人民幣貸款6454億人民幣顯低預期、歐3月工生yoy -0.8%勝預期、西班牙4月cpi yoy 8.3%略低預期/法4.8%平預期、
美元小跌/十年債升至2.94%/油漲4%
費城FED:美國經濟前景轉弱
橋水:出清TESLA;增持新興市場ETF/阿里巴巴
盤後:saleforce出清Snowflake(正常盤漲12.%)持股,跌1%
蘋果再傳可能改採USB-C端口,維持在歐銷售
亮點:A2Z Smart Technologies獲以色列無人超市訂、Ryder System接獲收購邀約漲17%、Enphase Energy,獲密蘇里州承諾增加採用,漲12%、貨櫃航運ZIM Integrated Shipping Services Ltd.漲7%
事件:ftx加密幣交易所創辦人增持robinhood 7.6%股權,漲25%、tesla暫緩收購twitter與上海廠復工,漲5.7%
Dow以nike漲4.7%及saleforce漲4%表現佳、嬌生跌0.6%/amgen跌0.5%表現差;nasdaq 100以 Lucid Group Inc漲15%/ DocuSign漲13%表現佳、amgen跌0.5%及gilead跌0.18%及Cognizant A跌0.2%僅三檔下跌;s&p次產業以汽車及網路零售漲6%表現最佳、類股以權衡消費漲4.1%/科技漲3.4%表現佳;費半以
Monolithic Power Systems漲11%/Wolfspeed Inc漲10.8%表現佳、Ipg Photonics Corp漲1.7%及INTEL漲1.8%表現差(台積漲3.7%)ETF:ARK Fintech Innovation
ETF漲12%/ WisdomTree Cloud Computing Fund漲9%、
升等:Cloudflare漲17%、First Solar漲4.6%、
強勢股:Veru漲44%/Inotiv漲38%/Expensify漲34%/Duolingo漲34%/A2Z Smart TechnologieS漲34%/Lightspeed Commerce漲32%/PagSeguro Digital Ltd. Cl A漲32%/Affirm Holdings Inc. Cl A 漲31%/Payoneer Global漲31%/indie Semiconductor漲29%/Viridian Therapeutics漲28%/PLx Pharma漲28%/Celularity漲27%/Robinhood Markets漲25%/KLX Energy Services Holdings漲25%/Momentus漲25%/Beyond Meat漲25%/EQRx漲24%/Poshmark Inc. Cl A漲24%/
創高且>10%:Genie Energy Ltd./