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一週財經日曆 | 蘋果發佈會本週舉行,嘉楠科技等公佈財報

一、宏觀方面

宏觀上,本週仍然重點關注美國經濟數據。其中,美國8月未季調CPI年率數據以及當週初請失業金人數數據表現需要重點關注。

此前,7月份美國CPI同比上升5.4%,升幅與6月持平。8月CPI能否延續7月份的溫和增速,實現進一步放緩?分析人士認爲,通脹數據持續升溫可能會加速美聯儲縮減購債規模的計劃。

Bleakley Advisory Group投資總監Peter Boockvar表示,如果CPI高於預期,則可能決定是美聯儲在9月宣佈縮減購債規模,還是等到11月。巴克萊(Barclays)首席美國經濟學家Michael Gapen預計,8月CPI數據將顯示通脹正見頂,如美聯儲所言。

野村預測8月份CPI(包括食品和能源)環比增速下降至0.39%,前值爲0.47%。8月核心CPI(除去食品和能源)環比增速將下降至0.24%,前值爲0.33%。

此外,下週另一大看點是蘋果新品發佈會,本次發佈會將繼續沿用線上直播的形式,定於北京時間9月15日凌晨1點召開。市場普遍看好iPhone 13在這場發佈會上亮相,據媒體爆料,新款Apple Watch、AirPods出現的可能性較大,新款MacBook和iPad也有可能公佈。

二、新股方面

港股方面,本週暫無新股上市。

三、財報方面

港美財報季接近尾聲,投資者仍然要重點留意大型科技股甲骨文、美股光伏概念股晶科能源以及區塊鏈概念股嘉楠科技等熱門個股都將公佈財報。

其中區塊鏈概念股嘉楠科將於2021年9月15日美股盤前公佈第二季度財務業績。此前,6月1日,嘉楠科技公佈2021年第一季度財報。嘉楠科技淨收入4.03億人民幣,同比增長近4.9倍,環比增長9.5倍。其中,Q1來自海外市場的收入佔比高達78.4%,而2020年同期僅4.9%。

大型科技股甲骨文將於9月13日下週一美股盤後發佈 2022 財年第一季度財務業績。今年迄今爲止,甲骨文股價累計上漲40.28%。市場對甲骨文一致的每股收益估計爲0.97美元,同比增長 4.3%,一致的收入估計爲97.7億美元,同比增長4.3%。

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