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小智港美股早報 | 1月6日

頭條資訊

茶顏悅色宣佈漲價:原材料和其他成本逐年走高。

羅永浩名下已無被執行人信息。

娃哈哈迴應AD鈣奶漲價:目前沒有接到通知。

阿裏迴應達摩院副總裁王剛離職:祝福王剛。

試點地區居民昨日起可用數字人民幣點外賣。

國家網信辦:移動互聯網應用程序提供者不得利用應用程序從事危害國家安全等法律法規禁止的活動。

美聯儲12月紀要鷹派,納指跌超3%創九個多月最大跌幅,騰訊系中概又跌,10年期美債收益率升破1.7%創九個月新高。

李克強:針對市場主體需求實施更大力度組合式減稅降費,確保一季度經濟平穩開局。

中財辦副主任韓文秀:穩定宏觀經濟不僅是經濟問題,更是政治問題。

央行主管《金融時報》:企業要應對好“四差變化”帶來的人民幣貶值風險。

國家市場監管總局對阿裏、騰訊連開11張罰單!。

小米印度“逃稅”8800萬美元?官方迴應:小米在全球範圍內堅持合法合規經營。

研報精選

花旗稱騰訊受制於六個月對Sea股份的禁售期,加上其承諾與Sea維持長期關係,認爲其減持Sea對雙方的基本面展望沒有改變。

瑞銀稱中國移動擬於2月7日後回購不多於10%港股,屬正面驚喜,且由於估值處於近10年低位,預計回購計劃將獲實行。

大和相信思摩爾國際海外業務發展穩健,將可帶來可持續增長,但下調2021-23年盈利預測2%-5%,以反映中國業務復甦步伐較爲保守。

高盛將李寧列入“確信買入”名單,視爲行業首選;另上調2021-26年盈利預測0%至14%,以反映銷售勢頭能見度增加。

熱點快播

廣汽集團:12月埃安新能源銷量同比增長98.49%。

華潤萬象生活:擬收購物業管理服務業務,代價不高於10.6億元。

東風集團:東風本田將於武漢建設電動車新工廠,初期基礎年產能12萬輛。

中國海洋石油:終止美國存託股份計劃。

明源雲:可能以總金額不超過等值於1億美元的港元購回股份。

三葉草生物-B:對首批受試者進行COVID-19候選疫苗SPECTRA的同源加強劑給藥。

萬科企業:2021年累計合同銷售額6277.8億元。

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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