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小智港美股早報 | 10月21日
uSMART盈立智投 10-21 09:16

市場概述

美股:道瓊斯指數漲0.43%,報35609點。納斯達克綜合指數跌0.05%,報15121點。標普500指數漲0.37%,報4536點。

富時中國:截至北京時間09:15,富時中國A50指數期貨主力合約上漲0.02%,報15846點。

原油:WTI 11月原油期貨到期交割日漲1.09%,報83.87美元/桶。WTI 12月原油期貨漲0.87%,報85.82美元/桶。

黃金:COMEX 12月黃金期貨收漲0.8%,報1784.90美元/盎司。

匯率:在岸人民幣16:30收盤價報6.3935,23:30夜盤收報6.3933。

環球政策要聞

國家礦山安監局:推進今冬明春煤礦安全保供,不搞“一刀切”式停產。

國家網信辦公佈最新版《互聯網新聞信息稿源單位名單》,新收錄一批專業財經類網站和媒體。

國家能源局:積極推動新能源發電項目能並盡並、多發滿發。

中共中央、國務院印發《成渝地區雙城經濟圈建設規劃綱要》。

美聯儲褐皮書:經濟不確定性增加,物價明顯上漲,勞動力短缺嚴重。

美聯儲理事誇爾斯:明年通脹可能大幅下降,但上行風險“很大”。

梅斯特:FOMC短期內不會考慮加息,支持美聯儲開始縮減債券購買規模。

相對於taper,市場更需關注通脹強化下的加息節奏。

研報精選

美銀證券稱,考慮到重型卡車行業的下行趨勢,預期導致濰柴動力明年的重卡發動機及重卡銷量分別跌16%及18%。

大和下調中集安瑞科今年每股盈利預測8.1%,以反映電價及鋼價上升令成本增加。

花旗稱,將中集安瑞科2021及2022財年收入預測上調10%及16%,並預計下半年毛利率有所改善。

國信證券預計,特步國際2021-23年淨利潤爲8.9/11.4/14.4億元,並指短期看好其今年業績確定性與明年上半年批發收入持續的快速增長。

熱點快播

威雅利:盈喜:2022上半財年綜合淨利3900萬至4700萬港元。

智升集團控股:預計前三季度虧損大幅增加。

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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