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小智港美股早報 | 1月5日

頭條資訊

餓了麼迴應裁員:消息不實,對下一步的發展制定了明確的規劃。

亞馬遜迴應Kindle或將退出中國:Kindle部分機型目前在中國市場售罄。

肖飛、杜華退出樂華娛樂股東行列,新增股東天津樂華投資有限公司。

數字人民幣(試點版)App上架各大應用商店。

滴滴自動駕駛商標被駁回。

多家航司5日起取消徵收國內航線燃油附加費。

科技股拖累納指盤中跌2%,OPEC+會後布油衝上80美元,歐洲天然氣繼續飆漲。

繼京東之後,騰訊減持“東南亞小騰訊”Sea,騰訊系中概股盤中大跌,拼多多跌超11%,B站跌近9%。

國常會:部署全面實行行政許可事項清單管理的措施,決定實施企業信用風險分類管理。

五部門發佈《智能光伏產業創新發展行動計劃》。

中國人民銀行印發金融科技發展規劃:強化金融科技治理,全面加強數據能力建設。

滬深交易所發文擬規範上市公司破產事項。

研報精選

花旗將比亞迪股份目標價調高至587港元,2022-24年新能源汽車銷量預測分別上調至130萬/175萬/200萬輛。

高盛預計,瑞聲科技手機鏡頭出貨量將在去年四季度按季取得正增長,並在今年二季度恢復同比增長,目標價看高至66港元。

花旗表示,天然氣板塊首選港華燃氣,看好其未來利潤增長前景,並上調2022財年及2023財年的淨利潤預測6%及12.7%。

大和重申對航運板塊正面看法,供應鏈幹擾預計短期難以解決,特別是近期航運費率持續上升。

瑞信認爲,東方證券在主動資產管理方面的優勢顯著,集團有望維持高傭金率,同時在資管新監管後渠道業務被淘汰的情況下保持韌性。

熱點快播

中國移動:計劃在香港聯交所場內購回香港股份。

中信證券:預計2021年淨利潤同比增長不低於18.41%。

澳能建設:合資澳能智匯能源科技(廣州)與廣州電盟訂立戰略合作協議。

嘉裏建設:斥資133.29億元成功招標購入上海黃浦區地塊。

中國華融:已遵守復牌指引,明日復牌。

東風集團:嵐圖汽車實現單月交付超3000輛。

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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