RPT-BUZZ-U.S. stocks weekly: Relapse

RPT-BUZZ-美国股市周刊:故态复萌

2020/06/29 18:06  路透社
(Repeats from Friday, no changes to text. Adds chart)
   ** S&P 500 loses 2.9% amid sharp rise in virus cases 
   ** SPX still on track for its best qtr since Q4 1998, but Jun has turned a bit buggy
   ** Leads to the question, will it go from Jun calm to Jul fireworks?
   ** This as a runaway Nasdaq suggests caution on the charts  
   ** Every sector falls ill: Energy and financials weakest, while tech relatively immune; indeed, when it comes to growth vs value, it's to the moon
   ** Financials flop 5.3%. Big banks sink as Fed to cap dividend payments after pandemic analysis . S&P 500 Banks index drops >7%
   ** Communications services slides 5.2%. Facebook  and Twitter slump as Unilever halts U.S. ads for 2020, joins ad spending boycott against FB as part of "Stop Hate for Profit" campaign
   Disney falls as co delays reopening of California Disneyland as state suffers from huge spike in new coronavirus cases , while workers at Orlando theme park petition to slow re-opening plans
   T-Mobile US slips after pricing SoftBank  share sale
   ** Industrials sag 4%. American Airlines  biggest SPX loser, down ~23%, descends after $2 bln haul from upsized stock, convertible deals . This as passengers steadily increase, but airline stocks decline  . S&P 1500 Airlines index loses 10%
   ** Consumer discretionary down 1.9%. Nike  trips Fri on surprise loss as COVID-19 hits wholesale business 
   ** Tech dips 0.4%. Top sector performer Accenture  rallies after Q3 results beat expectations , Street sees outlook as optimistic in weak macro scenario 
   ** Meanwhile, tech gorilla gets bigger in Russell reconstitution
   ** SPX performance YTD:        
  
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SP 500 2020 YTD THROUGH JUNE 26
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(Lance Tupper and Terence Gabriel are Reuters market analysts.
The views expressed are their own)
((lance.tupper.tr.com@reuters.net
lance.tupper@tr.com 646-223-5017
terence.gabriel.tr.com@reuters.net
terence.gabriel@tr.com 646-223-4122)
(从周五开始重复,文本不变。添加图表)
*由于病毒病例大幅上升,标准普尔500指数下跌2.9%
*SPX仍将迎来自1998年第四季度以来最好的QTR,但Jun已经变得有点不对劲
**引出了一个问题,它会从6月的平静变成7月的烟火吗?
*作为失控的纳斯达克,这表明图表上的谨慎
*每个行业都生病了:能源和金融类股最弱,而科技类股相对免疫;事实上,当谈到增长与价值时,这是天方夜谭
*金融类股下跌5.3%。大银行下沉,美联储在流行病分析后限制股息支付。标准普尔500银行指数下跌>7%
**通信服务幻灯片5.2%。Facebook和Twitter暴跌,联合利华暂停2020年美国广告,加入抵制FB广告支出的行列,作为“停止仇恨谋利”运动的一部分
迪士尼股价下跌,加州迪士尼乐园因新冠状病毒病例大幅增加而共同推迟重新开放,而奥兰多主题公园的工作人员则请愿推迟重新开放计划
T-Mobile美国公司在为软银股票出售定价后下滑
*工业类股下跌4%。美国航空公司(American Airlines)是SPX最大的输家,下跌约23%,此前该公司从大额股票、可转换交易中获利20亿美元。这是因为客运量稳步增加,但航空公司的股票却在下降。标准普尔1500航空公司指数下跌10%
*非必需消费品下降1.9%。耐克意外亏损绊倒周五,新冠肺炎进军批发业务
*科技股下跌0.4%。行业表现最好的埃森哲(Accenture)在第三季度业绩超出预期后上涨,华尔街认为在疲软的宏观情景下前景乐观
*与此同时,科技大猩猩在罗素重组中变得更大
**SPX Performance YTD:

/>SP 500 2020年至6月26日
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(兰斯·塔珀和特伦斯·加布里尔是路透社的市场分析师。
所表达的观点仅代表其个人观点。)
((lance.tupper.tr.com@reurs.net
电子邮件:lance.tupper@tr.com 646-223-5017
邮箱:terence.gabriel.tr.com@reurs.net
电子邮件:terence.gabriel@tr.com 646-223-4122)

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