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小智港美股早報 | 12月22日

市場概述

美股:道瓊斯指數漲1.6%,報35492點。納斯達克綜合指數大漲2.4%,報15341點。標普500指數漲1.78%,報4649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0.71%,報15824點。

原油:WTI 2月原油期貨漲3.66%,報71.12美元/桶。布倫特2月原油期貨漲3.44%,報73.98美元/桶。

黃金:COMEX 2月黃金期貨收跌0.3%,報1788.70美元/盎司。

匯率:

環球政策要聞

國家醫保局正式啓動DRG/DIP支付方式改革三年行動計劃。

“有信心、有條件、有能力保持經濟運行在合理區間”——訪國家發改委副主任兼國家統計局局長寧吉喆。

國家稅務總局:推動營商環境創新試點涉稅改革任務落實見效。

美國富豪財富激增,5000萬美元以上超級豪宅銷量創新高。

美國證交會聘請國會參議院助理探索加密數字貨幣監管政策。

紐約聯儲:美聯儲應對疫情的資產購買計劃實施速度和規模前所未見。

研報精選

富瑞下調中國重汽2021/22年盈利預測至52/62億元人民幣,以反映重型卡車及發動機銷量下降,以及原材料價格上升令毛利率向下。

浙商證券稱,金科服務外拓實力強勁,在優勝劣汰的大背景下預計會持續提升市場份額,且此次引入博裕作爲戰略投資人,提振市場信心,前期回調帶來買入良機。

申萬宏源稱,安踏體育再推股權激勵計劃,以表彰員工貢獻並回饋股東,彰顯發展信心,未來高質量增長前景可期,持續看好民族運動品牌龍頭企業。

中金相信多晶硅項目將在品質及成本上形成優勢,但考慮到浮法玻璃價格或受拖累,疊加能源、純鹼價格上漲,調低信義玻璃今明年每股盈測12%-16%。

熱點快播

瑞安房地產:合資公司以170.31億元成功競得武漢武昌區地塊。

遠大醫藥:全球創新放射性核素偶聯藥物TLX591-CDx於美國獲批上市。

海吉亞醫療:擬收購單縣海吉亞醫院0.82%股權並簽訂新合約安排,實現完全控制。

東曜藥業-B:與濟民可信醫藥附屬簽訂樸欣汀®在中國大陸市場獨家推廣服務協議。

今日招股

商湯-W(00020)正在招股,招股價3.85~3.99港元,入場費4030.21港元。

聖諾醫藥-B(02257)正在招股,招股價65.90~72.70港元,入場費3671.63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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