小智港美股早報 | 12月29日
頭條資訊
奔馳廣告模特妝容惹爭議。
張庭林瑞陽夫婦實控公司達爾威涉嫌傳銷被查處。
相互寶將於1月28日關停：即日起用戶不再參與分攤，可自主選擇全新保障產品。
美股三大指數收盤漲跌不一，在線教育股跌幅居前。
蘋果或從明年起開始轉爲去實體SIM卡。
蘋果關閉紐約所有零售店。
科技股拖累標普納指終結四連漲，美油四日連創四周新高，歐洲天然氣五連跌。
易綱：中國金融體系運行總體平穩，金融風險整體收斂、總體可控；今年企業貸款平均利率已在5%以下，爲統計以來新低；明年推動企業綜合融資成本穩中有降；房地產市場預期正逐步改善；“雙碳”支持工具首批資金年底前發放。
中國央行淨投放1900億元、規模創兩月新高，10年期國債收益率創逾一年半新低。
銀保監會：銀行機構要加大對先進製造業和自主可控產業鏈、供應鏈的支持力度。
統計局：明年加快建立共同富裕統計監測體系，重點推進“雙控”“雙碳”等綠色發展統計改革。
工信部等八部門：到2035年規模以上製造業企業全面普及數字化網絡化。
研報精選
中信證券稱，固生堂具有先發優勢和較強外延式擴張的管理能力，有望保持長期高速增長，預計2021-23年核心淨利潤爲1.5/2.25/3.26億元。
瑞銀認爲，市場沒有充分認識到贛鋒鋰業在行業上升期的利潤增長潛力，認爲進一步提高自給率會是銷量的催化劑。
大摩表示，退出飛機業務將令長實集團經常性收入更加穩定，在利率上升的環境下降低負債率，對未來的股息、回購和購買其他經常性收入業務更有利。
大摩稱，中國中藥目前被低估約7倍，短期估值具吸引力，估計2020-23年盈利複合年增長率爲19%，並預計市場份額將持續提升。
熱點快播
基石藥業-B：股價異常波動，業務運營一切正常，對未來持續高速增長充滿信心。
東嶽集團：附屬新建1萬噸╱年PVDF項目獲批。
微創醫療：建議分拆微創腦科學於聯交所主板獨立上市。
益美國際控股：信能中和與Maker Resources訂立太陽能發電系統銷售協議。
中國水業集團：攜手首聯環境及首聯環保服務就收集、運輸及回收危險廢物業務進行合作。
透雲生物：萊茵衣藻項目兩臺18萬升發酵罐連續發酵生產試車成功。
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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