小智港美股早報 | 12月8日
市場概述
美股:道瓊斯指數漲1.4%,報35719點。納斯達克綜合指數大漲3.03%,報15686點。標普500指數大漲2.07%,報4686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0.17%,報15825點。
原油:WTI 1月原油期貨漲3.68%,報72.05美元/桶。布倫特2月原油期貨漲3.23%,報75.44美元/桶。
黃金:COMEX 2月黃金期貨收漲0.3%,報1784.70美元/盎司。
匯率:在岸人民幣16:30收盤價報6.3683,23:30夜盤收報6.3666。
環球政策要聞
蒙古國對11個國家實施入境限制,以預防奧密克戎毒株。
國家藥監局:人工角膜產品獲批上市,有助緩解角膜供體稀少。
前美國財長薩默斯:美國未來兩年衰退機率達四成,軟着陸可能性20-25%。
美國7日新增死亡病例的日增均值較上週增加57.4%。
億萬富豪Gundlach:美聯儲料加快減碼,市場將迎來“大風大浪”。
專家:預計11月份CPI同比增速或超2%,PPI同比大概率下行。
研報精選
大摩相信,閱文集團未來15日有70%-80%機率股價將上升,將於12月15日上映,估計能緩解市場對今年盈利的擔憂。
大摩稱,對中遠海控潛在回購持正面看法,並認爲即將到來的合同續簽會帶來進一步的盈利上升空間。
東方證券預計,網易-S2021-23年歸母淨利潤爲144.09/178.01/192.45億元,並認爲2022年遊戲業務端紅利持續。
中信證券表示,吉利汽車車型換代將大幅回收終端折扣,實現銷量和單車利潤的齊升,帶來盈利彈性。
熱點快播
保利文化:2021年度累計實現拍賣成交額逾百億元。
中國奧園:前11月物業合同銷售額達1157.8億元,同比增長2%。
正榮地產:前11月累計合約銷售額達1356.31億元。
恆鼎實業:11月原煤產量49.7萬噸,同比下降1%。
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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