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盈立早報 | 美聯儲擬討論減碼,人民幣升值,美國撤銷小米的投資限制

【隔夜美股覆盤】

①三大指數收跌:道指跌0.24%、標普500跌0.21%、納指跌0.03%。美國消費者信心和住房數據顯示通脹加劇跡象,美聯儲擬討論減碼。

②行業:內地教育股、大麻股、郵輪、WSB概念、住宅建設領漲,新東方漲超20%、好未來漲超18%;海運、油氣鑽井、固態電池、熱煤、煉焦煤領跌。

③半導體板塊普漲:半導體指數ETF(SMH)漲0.66%,阿斯麥漲超2%、高通漲0.63%、臺積電漲0.57%、英偉達漲0.23%。

④大宗商品:黃金價格升至逾4個月高位;美布兩油收高;銅價下滑。

⑤中概股:金龍中國指數上漲1.8%,教育股暴力反彈,此前北京否認教育機構暑期不許開課的消息。愛奇藝、百度、中通快遞漲超2%,京東、嗶哩嗶哩漲超1%。

【今日港股前瞻】

①中資券商板塊:人民幣升值助北上資金昨日刷新單日淨買入紀錄,關注今日北向資金流態勢。

②人民幣升值受益股:離岸、在岸人民幣均創近3年新高,分析稱人民幣走勢偏強。

③內地教育股:隔夜美股的中概教育股大力反彈,此前北京否認教育機構暑期不許開課的消息。

④小米集團-W(1810 HK):美國法院解除國防部對其中國軍方公司認定,撤銷投資限制。

⑤阿裏健康(241 HK):全年淨利潤和營收均低於分析師預估。

⑥工商銀行(1398 HK):高盛獲準與工商銀行組建合資理財公司並持有其中51%的股權。

⑦金山軟件(3888 HK):一季度營收15.6億元,網絡遊戲貢獻近一半。

⑧區塊鏈:內蒙古擬加大對虛擬貨幣挖礦行爲打擊力度。

⑨歡喜傳媒(1003 HK):"歡喜首映"的小程式已成功上線,並接入四大流量入口:快手、抖音、微信及百度。

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