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小智港美股早報 | 1月4日

頭條資訊

三隻鬆鼠迴應“紅領巾”廣告爭議:已於2019年4月1日下線相關頁面及產品,向社會各界致歉。

傑威爾音樂迴應周傑倫入局元宇宙。

張庭夫婦社交平臺被禁言。

2021年中國電影市場的總票房達到了472.58億。

中國恆大:短暫停牌,有待公司刊發載有內幕消息的公告。

美股三大指數集體收漲,蘋果市值突破3萬億美元。

美股有驚無險開門紅,納指結束四連跌,特斯拉漲13%,蘋果成首隻盤中市值突破3萬億美元的美股;美債收益率升逾10個基點;歐洲天然氣飆漲20%;港股高開低走,商湯大漲40%上市三日翻倍。

恆大深夜迴應海花島39棟樓被責令拆除:不涉該島其他樓宇,公司按決定書指引積極溝通;儋州市政府相關負責人:不確定能否近期拆除。

2022元旦檔總票房破10億位列中國影史第三,總場次超135萬創檔期新高。

西安本輪疫情累計本土確診1663例,週一新增2個高風險地區;河南禹州封閉,市民居家隔離,機動車不得上路。

美國上週日均增逾40萬病例創新高;福奇形容美國疫情感染曲線幾乎九十度垂直拉高;美國防部長打過加強針仍檢測陽性。

歐元區12月製造業PMI降至十個月低谷,但採購庫存大幅提升,供應鏈危機減弱。

研報精選

大和上調新天綠色能源2021-23年每股盈利預測5%-7%,以反映其可再生能源的發展。

花旗稱,自早前申洲國際越南及柬埔寨廠房的暫停營運,股價調整了2-4%,認爲每次回調都是良好的買入機會,因爲2022年的產能利用率將提高。

大摩稱,歐洲、地中海、美東、美西航線的運價分別升1%、1.5%、3.2%、2%、東南亞航線跌0.3%,估計對中遠海控影響正面。

大摩預計,泡泡瑪特12月和1月的銷售增長將加速,此外,公司市盈率目前接近歷史低點,預計股價未來30日有70%-80%機率上漲。

熱點快播

比亞迪股份:2021全年銷售超74萬輛,新能源汽車銷量同比大增218.3%。

恆騰網絡:與騰訊計算機簽訂合作協議。

中國有贊:2021年門店SaaS業務商品交易額大增超100%。

聯邦製藥:擬進一步購回最多額外5000萬港元股份。

和鉑醫藥-B:兩項HBM4003 I期試驗完成向首名患者的首次給藥。

今日招股

德盈控股(02250)正在招股,招股價2.05~3.45港元,入場費3484.76港元。

金力永磁(06680)正在招股,招股價33.80~40.30港元,入場費8141.22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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