标普500，跌0.75%；纳斯达克100指数，跌0.38%；道琼斯工业指数，跌0.61%%。美联储谈化了下一步将是降息的市场预期，指通胀数据疲软可能是"暂时的"。

S&P500, down 0.75%; Nasdaq 100, down 0.38%; Dow Jones Industrial Average, down 0.61%. US stocks fell with Treasuries, while the dollar advanced as the Federal Reserve pushed back on market expectations that its next move would be a rate cut, saying that weak inflation readings may be "transitory".

头条 Major News

AAPL，苹果公司，涨4.91%。第二季度iPhone的销售额下降了17％，略低于分析师的预期。但可穿戴设备和配件销售收入为51.3亿美元，超过预期的47.9亿美元。包括iCloud，App Store和其他业务在内的服务收入达到了114.5亿美元，超过了分析师估计的113.2亿美元。苹果预计截至6月份的本季度收入在525亿美元至545亿美元之间，高于分析师平均预期的519.3亿美元。

AAPL, Apple Inc, up 4.91%. Sales of iPhones fell 17% in Q2 and slightly missed analyst expectations. But revenue from wearables and accessories sales of $5.13 billion beat estimates of $4.79 billion. For sevices revenue including iCloud, the App Store and other businesses, reached $11.45 billion, beating analyst estimates of $11.32 billion. Apple expects revenue between $52.5 billion and $54.5 billion for the current quarter ending in June, above analysts' average estimate of $51.93 billion.

CVS，CVS保健公司，涨5.42%。CVS将全年调整后的每股盈利预测上调至6.75~6.60美元;指引中点超过分析师平均预估的6.78美元。

CVS, CVS Health Corp, up 5.42%. CVS boosted its adjusted EPS forecast for the full year to $6.75~$6.90; the guidance midpoint beat the average analyst estimate $6.78.

QCOM，高通，跌3.38%（盘后）。由于中国对智能手机的需求疲软，高通公司的第三季度销售预期不佳。令人失望的前景盖过了与苹果解决长期法律纠纷的好处。

QCOM, QualComm Inc, down 3.38% (after hours). Qualcomm gave a lackluster Q3 sales forecast, citing weaker demand for smartphones in China. The disappointing outlook overshadowed the benefits of settling a prolonged legal dispute with Apple.

YUM，百胜全球餐饮，跌2.35%。YUMC，百胜中国，跌4.27%。肯德基和塔可钟再次支持了百胜母公司上个季度的同店销售额增长4％，高于预期 2.7％，但该公司必胜客连锁店的销售额连续第二个季度持平。

YUM, YUM! Brands Inc, down 2.35%. YUMC, YUM China, down 4.27%. KFC and Taco Bell have again propped up parent Yum! Brands Inc, whose same store sales 4% topped estimates 2.7% last quarter, but the company's Pizza Hut chain's sales were flat for a second straight quarter.

TSLA，特斯拉，跌1.96%。富达投资透露其3月出售了140万股特斯拉股票，截至3月底该基金持有约524万股特斯拉股票。

TSLA, Tesla Inc, down 1.96%. Fidelity Investments revealed that it sold 1.4 million shares of Tesla, left the funds holding a total of about 5.24 million Tesla shares at the end of March.

RCL，皇家加勒比海游轮有限公司，涨6.69%。公布业绩报告。调整后每股盈利为1.31美元，超过分析师预期的最高1.14美元。

RCL, Royal Caribbean Cruises Ltd, up 6.69%. Reported adjusted EPS for Q1 $1.31 that beat the highest analyst estimate $1.14.

CLX，高乐氏公司，跌7.24%。由于擦拭巾和袋子的性能不佳，该公司收紧了2019年的业绩展望。摩根大通称业绩展望的萎靡是由于感冒和流感季节情况不严重，以及包装和包装类别的竞争加剧。

CLX, Clorox Company, down 7.24%. The company tightened its 2019 forecast amid poor performance in wipes and bags. JPMorgan blamed the reduced guidance on a milder cold and flu season, along with increased competition in bags and wraps category.

ZNGA，Zynga公司，涨9.44%（盘后）。这个免费手机游戏的先驱一季度调整后的EBITDA (未计利息、税项、折旧及摊销前的利润) 为7550万美元，分析师预估为5750万美元; 年度收入从11.5亿美元增加到12亿美元，分析师预估为12.1亿美元。

ZNGA, Zynga Inc, up 9.44% (after hours). This pioneer in free-to-play mobile games 1Q adjusted EBITDA $75.5 million beats Estimate $57.5 million; boosts year revenue view $1.20 billion from $1.15 billion, estimate $1.21 billion.

TWLO，Twilio股份，跌6.25%。虽然第一季度业绩超出预期，但分析师对估值表示担忧，因为股价在10月份的低点上涨了一倍以上。该公司开发和发布互联网基础设施解决方案。

TWLO, Twilio Inc, down 6.25%. Although Q1 results beat expectation, analysts voiced concerns over valuation as shares have more than doubled off an October low. The company develops and publishes internet infrastructure solutions.

HCSG，医疗服务集团股份，跌5.58%。公布第一季度每股收益为12美分，低于分析师预估的最低35美分

HCSG, Healthcare Services Group, down 5.58%. Reported earnings per share for Q1 12 cents that missed the lowest analyst estimate 35 cents

TAP，莫尔森-康胜，跌7.54%。公布第一季度每股盈利52美分，低于分析师平均估计的58美分。

TAP, Molson Coors Brewing Co, down 7.54%. Reported underlying earnings per share 52 cents for Q1 that missed the average analyst estimate 58 cents.

CDAY，Ceridian人力资本管理，跌10.26%（盘后）。预测第二季度的收入为1.91亿美元至1.93亿美元，低于预期的1.97亿美元。

CDAY, ceridian HCM Holdings, down 10.26% (after hours). Forecast revenue for Q2 of $191 million to $193 million, trailing estimates of $197 million.

CXO，康裘资源公司，跌5.73%，5日跌10.24%。该公司收购，开发和探索石油和天然气资产。第一季度调整后每股盈利72美分，分析师预期为76美分。预估全年产量增长23％至27％，高于之前预估的21％至25％。

CXO, Concho Resources Inc, down 5.73%, 5 days down 10.24%. Q1 adjusted EPS 72 cents, estimate 76 cents; sees production for the full year up 23% to 27%, up from 21% to 25%. The company acquires, develops, and explores for oil and natural gas properties.

EIX，爱迪生国际，跌5.46%。报告称核心每股收益为63美分，低于分析师预估的最低71美分。

EIX, Edison International, down 5.46%. Reported core EPS for Q1 63 cents, missed the lowest analyst estimate 71 cents.

交易量异动 Unusual Volume

SSNC，SS&C科技控股公司，跌11.56%。削减对2019年收入的预测，引发了华尔街的一些失望评论和富瑞的评级下调，称"公司已从高增长转向增长放缓"。

SSNC, SS&C Technologies Holdings, down 11.56%. Cut forecast for revenue in 2019, sparking some disappointment on the street and a downgrade by Jefferies as the "story has shifted from high growth (organic and inorganic) to one of slower growth".

NATI，美国国家仪器公司，跌7.13%。预测第二季度调整后的每股收益为28美分至42美分; 预测范围中点与分析师平均预估值35美分相符。

NATI, National Instruments Corp, down 7.13%. Forecast adjusted EPS for Q2 ranges 28 cents to 42 cents; the guidance midpoint matched the average analyst estimate 35 cents.

SMG，Scotts Miracle-Gro公司，涨6.35%。公司的除草剂和大麻供应业务从销售下滑中反弹，使盈利高于预期。

SMG, Scotts Miracle-Gro Co, up 6.35%. The comapny's Roundup herbicide and marijuana-supplies business rebounded from sales slumps, boosting earnings above expectations.

ASH，亚什兰全球控股公司，跌6.08%。报告初步调整后的每股盈利持续增长83美分，低于分析师平均预估的84美分。该公司生产和销售化学品和热塑性树脂。

ASH, Ashland Global Holdings Inc, down 6.08%. Reported preliminary adjusted EPS from continuing operations for Q2 83 cents, missed the average analyst estimate 84 cents. The company produces and distributes chemicals and thermoplastic resins.

TKR，铁姆肯公司，涨8.01%。预测调整后的全年每股收益为5.15美元至5.35美元，超出分析师预估的最高价4.90美元。该公司生产和销售圆锥滚子轴承，以及圆柱，球面和精密滚珠轴承。

TKR, Timken Co, up 8.01%. Forecast adjusted EPS for the full year ranges $5.15 to $5.35, beating the highest analyst estimate $4.90. The company manufactures and distributes tapered roller bearings, as well as cylindrical, spherical, and precision ball bearings.

AMED，Amedisys股份有限公司，跌6.21%。此家庭护理提供者未能提高其2019年的前景，虽然业绩报告好于预期。

AMED, Amedisys Inc, down 6.21%. The home nursing provider failed to raise its 2019 outlook while reporting better than expected quarterly results.

ROG，罗杰斯公司，涨13.91%。预测第二季度每股盈利预测为1.47美元至1.62美元，高于分析师预估的1.36美元。该公司生产和销售用于通信，计算机，成像，消费和运输市场的特种材料和组件。

ROG, Rogers Corp, up 13.91%. Forecast adjusted EPS for Q2 ranges $1.47 to $1.62, beat the highest analyst estimate $1.36. The Corp manufactures and markets specialty materials and components for applications in the communications, computers, imaging, consumer, and transportation markets.

NUS，如新企业股份有限公司，涨26.44%。尽管媒体和监管部门对该国的健康补品进行了越来越多的审查，但Nu Skin仍有能力管理其中国业务，这促使德意志银行将股票升级至买入（目标价从64美元上调至73美元）。

NUS, NU Skin Enterprises Inc, up 26.44%. Nu Skin's ability to manage its China business despite increased media and regulatory scrutiny of health supplements in the country prompted Deutsche Bank to upgrade shares to buy from hold (PT to $73 from $64).

STRA，斯特雷耶教育公司，涨10.61%。报告的每股盈利和销售额高于预期，并有分红。

STRA, Strategic Education Inc, up 10.61%. Reported EPS and sales above estimates, and had dividend news.

AJRD，航空喷气洛克达因控股公司，涨9.33%。公布第一季度净销售额为4.917亿美元，比分析师平均预期的4.830亿美元高出2.4％。

AJRD, Aerojet Rocketdyne Holdings, up 9.33%. Reported net sales for Q1 $491.7 million, which was 2.4% above the average analyst estimate $480.3 million.

AIN，奥伯尼国际公司，涨4.99%。报告的调整后每股收益为第一季度的87美分，高于分析师预估的73美分。该公司业务为纺织品和材料加工。

AIN, Albany International Corp, up 4.99%. Reported adjusted EPS for Q1 87 cents, which beats the highest analyst estimate 73 cents. The Corp operates as a textiles and materials processing company.

TEX，特雷克斯公司，跌3.60%。该公司的第一季度利润优于预期的好消息被其最大业务 - 高空作业平台（AWP）的萎靡预订情况所盖过。该公司是一家多元化的全球制造商，业务涉及4个业务领域，如高空作业平台，建筑，起重机和材料加工。

TEX, Terex Corp, down 3.60%. The company's Q1 profit beat was overshadowned by the soft bookings at its largest segment, Aerial Work Platforms (AWP). The Corp is a diversified global manufacturer operating in 4 business segments such as aerial work platforms, construction, cranes, and materials processing.

IPHI, Inphi公司，涨4.71%。公布第一季度业绩超出预期，并给出了强劲的第二季度前景，促使分析师们提高价格目标。

IPHI, Inphi Corp, up 4.71%. Reported Q1 results that beat expectations and gave a Q2 outlook that was seen as strong, prompting analysts to raise their price targets.

中概股 US Listed Chinese stocks.

BABA，阿里巴巴集团，涨2.02%。随着苹果公司CEO库克评论说中国的iPhone需求已走出18年底的"低谷"，给出中国消费水平的潜在上升信号，电商阿里巴巴股价也随之上涨。库克在评论中援引了中国的多项刺激利好政策，包括增值税从16%下降到13%，和中美贸易谈判向好。

BABA, Alibaba Group, up 2.02%. Stock rallied after Apple CEO Tim Cook commented that iPhone demand in China appeared to be in "a trough" in Nov and Dec, suprring optimism that consumer spending in the world's 2nd-largest economy is improving. Cook sited ongoing stimulus programs including the Value Added Tax being reduced to 13% from 16% and improved trade dialog between the US and China.

VIPS，唯品会，涨1.51%，5日涨7.90%。摩根大通将唯品会评级上调至超配，目标价11美元。称对唯品会2019，2020年的展望有信心。

VIPS, Vipshop Holdings Ltd, up 1.51%, 5 days up 7.90%. JPMorgan upgraded Vipshop to "overweight", citing a more positive view of Vipshop's earnings growth outlook in 2019 and 2020.

QD，趣店，涨6.68%，5日涨18.08%。LX，乐信金融控股，无起落。德意志银行最新报告称，乐信金融和趣店可能成为中国银保监会网络小额贷款业务监管新规的"主要受益者"。

QD, Qudian, up 6.68%, 5 days up 18.08%. LX, LexinFintech, no change. LexinFintech and Qudian are likely to be "key beneficiaries" from new regulation on online micro lending businesses from the China Banking and Insurance Regulatory Commission (CBIRC), Deutsche Bank says.

PDD，拼多多，涨4.81%。

PDD, Pinduopduo Inc, up 4.81%.

YUMC，百胜中国，跌4.27%

YUMC, YUM China, down 4.27%.

指数基金异动 Unusual ETF Movements

OIH，VanEck Vectors石油服务ETF，跌3.18%，5日跌9.38%。

OIH, VanEck Vectors Oil Services ETF, down 3.18%, 5 days down 9.38%.

XOP，SPDR标普油气勘探与生产ETF，跌3.23%，5日跌7.22%。

XOP, SPDR S&P Oil & Gas Exploration & Production ETF, down 3.23%, 5 days down 7.22%.

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