盈立早报 | 美联储拟讨论减码,人民币升值,美国撤销小米的投资限制
【隔夜美股复盘】
①三大指数收跌:道指跌0.24%、标普500跌0.21%、纳指跌0.03%。美国消费者信心和住房数据显示通胀加剧迹象,美联储拟讨论减码。
②行业:内地教育股、大麻股、邮轮、WSB概念、住宅建设领涨,新东方涨超20%、好未来涨超18%;海运、油气钻井、固态电池、热煤、炼焦煤领跌。
③半导体板块普涨:半导体指数ETF(SMH)涨0.66%,阿斯麦涨超2%、高通涨0.63%、台积电涨0.57%、英伟达涨0.23%。
④大宗商品:黄金价格升至逾4个月高位;美布两油收高;铜价下滑。
⑤中概股:金龙中国指数上涨1.8%,教育股暴力反弹,此前北京否认教育机构暑期不许开课的消息。爱奇艺、百度、中通快递涨超2%,京东、哔哩哔哩涨超1%。
【今日港股前瞻】
①中资券商板块:人民币升值助北上资金昨日刷新单日净买入纪录,关注今日北向资金流态势。
②人民币升值受益股:离岸、在岸人民币均创近3年新高,分析称人民币走势偏强。
③内地教育股:隔夜美股的中概教育股大力反弹,此前北京否认教育机构暑期不许开课的消息。
④小米集团-W(1810 HK):美国法院解除国防部对其中国军方公司认定,撤销投资限制。
⑤阿里健康(241 HK):全年净利润和营收均低于分析师预估。
⑥工商银行(1398 HK):高盛获准与工商银行组建合资理财公司并持有其中51%的股权。
⑦金山软件(3888 HK):一季度营收15.6亿元,网络游戏贡献近一半。
⑧区块链:内蒙古拟加大对虚拟货币挖矿行为打击力度。
⑨欢喜传媒(1003 HK):"欢喜首映"的小程式已成功上线,并接入四大流量入口:快手、抖音、微信及百度。


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