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小智港美股早報 | 9月30日

市場概述

美股:道瓊斯指數漲0.26%,報34390點。納斯達克綜合指數跌0.24%,報14512點。標普500指數漲0.16%,報4359點。

富時中國:截至北京時間09:15,富時中國A50指數期貨主力合約下跌0.13%,報15404點。

原油:WTI 11月原油期貨跌0.61%,報74.83美元/桶。布倫特11月原油期貨跌0.57%,報78.64美元/桶。

黃金:COMEX 12月黃金期貨收跌0.8%,報1722.90美元/盎司。

匯率:在岸人民幣16:30收盤價報6.4683,23:30夜盤收報6.4711。

環球政策要聞

國家統計局:9月製造業PMI中,大型企業保持擴張,中小型企業有所回落。

國家發改委迴應供暖季能源保供:堅決避免壓限居民用能的情況發生。

習近平:加強國家生物安全風險防控和治理體系建設,提高國家生物安全治理能力。

基建法案投票前夕,投資銀行家稱其對美國經濟的貢獻將是“無價的”。

美國衆議院通過暫停債務上限的法案,但勢將被參議院否決。

美聯儲暗示taper將至,美元指數創11個月新高,短期人民幣或承壓。

研報精選

光大證券預測中國能源建設2021-23年歸母淨利爲67.68/90.83/99.52億。

大和稱,京東物流今年上半年的外部客戶數目同比增59%,並相信公司可將市場領先的智能物流技術變現。

美銀證券稱下調阿裏巴巴-SW2021-23年收入複合增長率預測至24%。

花旗稱,看好舜宇光學科技車載鏡頭等業務前景,並認爲舜宇對蘋果公司的手機鏡頭供應令人滿意。

熱點快播

龍湖集團:擬21.6億元收購百佑科技、重慶佑佑和重慶汀谷,以豐富醫養業務,並加速數字化能力建設。

富力地產:與主要股東就合營安排訂立協議,後者總承擔將最多爲104億元。

贛鋒鋰業:Millennial,已單方終止與贛鋒國際要約收購合作協議。

比亞迪股份:擬向參股公司東莞德瑞採購鋰電設備。

四環醫藥:旗下軒竹生物與藥明合聯達成KM501雙抗ADC項目開發與生產戰略合作。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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