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小智港美股早報 | 11月18日

市場概述

美股:道瓊斯指數跌0.58%,報35931點。納斯達克綜合指數跌0.33%,報15921點。標普500指數跌0.26%,報4688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0.36%,報15513點。

原油:WTI 12月原油期貨跌2.97%,報78.36美元/桶。布倫特1月原油期貨跌2.61%,報80.28美元/桶。

黃金:COMEX 12月黃金期貨收漲0.9%,報1870.20美元/盎司。

匯率:在岸人民幣16:30收盤價報6.3822,23:30夜盤收報6.3783。

環球政策要聞

李克強主持召開國務院常務會議審議通過“十四五”推進國家政務信息化規劃。

國家電網:落實電價改革政策,穩妥做好代理購電工作,保障供用電秩序穩定。

國家規範醫療機構中藥配方顆粒臨牀使用,確保中藥飲片主體地位。

國家藥監局:註銷小兒酚氨咖敏顆粒等8種藥品註冊證書。

秦剛:將繼續敦促美方停止濫用和泛化國家安全概念打壓中企。

財政部:提前下達2022年部分中央財政城鎮保障性安居工程補助資金預算。

美國汽油價格居高不下,拜登敦促FTC嚴查能源公司的價格操縱行爲。

英國通脹愈演愈烈!10月CPI同比增幅達4.2%,創10年來最高水平。

研報精選

瑞信上調網易-S2021/22年每股盈利預測4%/8%,持續看好其強大的內容能力,及未來可見的催化劑。

大摩稱,和譽-B領先的FGFR特許經營權將於未來幾年產生回報,而其免疫腫瘤管線的廣泛聯合治療潛力具長期價值。

海通證券認爲,農夫山泉在茶飲料領域核心競爭力優勢顯著突出,同時不斷佈局消費升級方向,看好孕育出新的飲料大單品。

中信證券稱,短期內舜宇光學安卓端需求仍階段承壓同時手機鏡頭行業格局變化,或導致部分產品銷售均價波動,中長期來看光學市場需求向好,看好公司光學龍頭地位。

熱點快播

藍河控股:預計中期淨虧損約10.16億港元。

金達控股:盈喜:預計年度純利不少於7500萬元。

太興置業:預計中期盈利約400萬港元,同比扭虧。

亞積邦租賃:預期中期由虧轉盈約40萬港元。

南南資源:預期中期虧損增加。

VICON HOLDINGS:預計中期淨虧損不少於1400萬港元。

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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