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小智港美股早報 | 1月7日

頭條資訊

阿裏調整大淘寶組織架構。

庫克擔任蘋果CEO十週年:2021年薪酬近1億美元。

國家版權局:各唱片公司、詞曲版權公司、數字音樂平臺除特殊情況外不得簽署獨家版權協議。

騰訊接入數字人民幣,微信支持數字人民幣支付。

微信:支付業務從未在小商戶收款業務實現盈利;去年每天有4.5億人使用小程序,同比增長32%。

耐克起訴Lululemon:家庭智能健身鏡涉專利侵權。

美債收益率又新高,科技股再拖累,標普三連跌,中概大反彈,拼多多漲超7%,黃金重挫。

國辦印發重磅文件!建立健全數據流通交易規則,支持多場景試點使用數字人民幣。

央行副行長劉桂平:推動大數據、互聯網等技術在綠色金融領域的運用。

易會滿:全面實行註冊制的條件已逐步具備。

鍾南山:西安此輪疫情拐點已經出現;目前不需要過度解讀新冠病毒變異毒株IHU。

中國12月財新服務業PMI 53.1,經營活動與新業務總量皆加速增長。

研報精選

富瑞重申對科網股前景和2022年首選股持樂觀看法,首選包括阿裏巴巴-SW、京東集團-SW、美團-W、騰訊、網易-S、快手-W、嗶哩嗶哩-SW等。

安信國際稱,中國移動業績穩健,估值便宜,股息率高,基本面邊際改善的邏輯逐步驗證,近期公佈的大額回購計劃預計將提升股東回報。

招商證券國際看好比亞迪股份產能逐步釋放後訂單兌現,純電+DMi產品線持續爆發,智能化領域加速突破,2022年新能源車銷量目標高達150萬輛。

小摩表示市場可能對華潤電力可再生能源業務的反應存分歧,據媒體報道公司考慮分拆可再生能源業務在港上市,募資10億至20億美元。

國泰君安國際稱中國重汽目前估值處於2018年以來的最低水平,認爲存在交易機會,最差的時期已經過去。

熱點快播

匯量科技:第四季度Mintegral平臺收入1.905億美金,同比增長256.34%。

東風集團:2022年銷量目標定爲347.1萬輛,比2021年銷量增長25%。

諾輝健康-B:幽門螺桿菌消費者自測產品幽幽管®註冊申請獲國家藥監局批準。

吉利汽車:2021全年總銷量達132.8萬部,2022年銷量目標165萬部。

百濟神州:中國藥監局批準百澤安®用於局部晚期或轉移性非小細胞肺癌患者的二線或三線治療。

長城汽車:12月銷量同比增8.17%,坦克品牌單月銷量達11958輛。

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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