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小智港美股早報 | 11月24日

市場概述

美股:道瓊斯指數漲0.55%,報35813點。納斯達克綜合指數跌0.5%,報15775點。標普500指數漲0.17%,報4690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0.00%,報15608點。

原油:WTI 1月原油期貨漲2.28%,報78.50美元/桶。布倫特1月原油期貨漲3.27%,報82.31美元/桶。

黃金:COMEX 12月黃金期貨收跌1.2%,連續第四個交易日下跌,報1783.60美元/盎司。

匯率:在岸人民幣16:30收盤價報6.3846,23:30夜盤收報6.3854。

環球政策要聞

中央網信辦進一步規範娛樂明星網上信息,嚴防違法失德明星藝人“曲線復出”。

美國經濟在11月快速增長,勞動力和供應短缺問題依然存在。

美聯儲等機構制定加密貨幣監管路線圖,將於明年澄清銀行應如何從事該活動。

國際觀察:看重政策延續性,拜登提名鮑威爾連任美聯儲主席。

美聯儲博斯蒂克:支持加速Taper,爲提前加息留出空間。

美國11月製造業PMI價格輸入、服務業價格輸出、綜合價格輸入均創歷史新高。

研報精選

瑞銀表示,阿裏巴巴-SW面對的競爭壓力較預期更嚴重,持續在內地流失市場份額。

天風證券稱,百度集團-SWAI業務積累深厚,成長性顯著,拉動整體營收增長;智能駕駛空間廣闊,集度產品加速落地,具有長期潛力。

高盛表示,六福集團上半財年中國業務銷售同比增72%,主因同店銷售升95%及淨開店234間;預計毛利率收縮6%至27%,以反映黃金業務比例增加及黃金產品毛利正常化。

美銀證券稱,汽車之家-S智能新車發佈數據產品銷量下滑,是由於期內較少新車型面市,預計情況將持續到第四季。

熱點快播

融衆金融:預計中期盈利約3000港元。

生興控股:預計中期純利同比減少約55%至60%。

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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