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小智港美股早報 | 1月11日

頭條資訊

阿裏張勇辭任微博董事,董本洪已獲委任爲公司董事。

佈局元宇宙,騰訊擬收購小米系手機廠商“黑鯊”。

任澤平建議印錢2萬億生娃。

上市公司大北農規定員工生三胎獎9萬,男女均可享受。

深圳租金持續下跌,有房東主動減租。

恆大集團:爲節約成本,公司於2021年12月辦理卓越後海中心退租手續。

科技股V形反彈,納指創近兩年最大回漲,中概跑贏大盤,京東與拼多多漲近2%;10年期美債收益率盤中突破1.8%又創兩年新高。

國常會部署穩增長:有針對性擴大最終消費和有效投資;決定常態化制度化開展藥品和高值醫用耗材集中帶量採購。

工信部:到2025年基本形成現代輕工產業體系;針對年輕消費羣體、國外消費羣體發展多樣化、低度化白酒產品。

方星海:證監會一直以來支持符合條件的內地企業赴港上市融資。

銀保監會:保險業要積極參與健康中國、應對人口老齡化等國家戰略的頂層制度設計;構建保險機構非現場監測與風險評估體系。

發改委:將虛擬貨幣“挖礦”活動納入淘汰類產業。

研報精選

瑞銀預計比亞迪股份強勁的銷量將在今年持續下去,目標價看高至320港元。

瑞銀重申對中資可再生能源營運商的正面看法,行業首選爲華潤電力、龍源電力及信義能源。

富瑞重申龍湖集團爲其中一個長期首選,龍湖建議分拆龍湖智創生活於聯交所主板獨立上市,預期市場對這個消息反應正面。

瑞信相信京東健康未來用戶量將繼續增長,其90%以上用戶來自母公司京東集團-SW目前僅滲透到京東集團總用戶約20%。

大摩對明年中國製造業資本支出保持樂觀預測,看好中國中車、時代電氣、中國中鐵等。

熱點快播

復銳醫療科技:預期年度純利增加逾120%。

達力普控股:成功進入科威特石油公司合格供應商名單。

龍湖集團:2021年累計合同銷售額達2900.9億元,同比上升7.2%。

丘鈦科技:12月攝像頭模組銷售4563.1萬件,同比增長22.6%。

艾德韋宣集團:戰略入股爲快集團,擬打造泛時尚產業內首間元宇宙營銷業務公司。

昨日暗盤

環龍控股昨日暗盤收漲3.28%,報於1.26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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