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小智港美股早報 | 1月12日
uSMART盈立智投 01-12 09:16

頭條資訊

新東方:俞敏洪個人博客文章不代表本公司觀點。

人類首次接受轉基因豬心臟移植,患者術後3天情況良好。

廣電總局清理38.39萬個違規短視頻賬號。

國家郵政局闢謠快遞春節停運。

市監局迴應傣妹火鍋後廚亂象:已立案調查。

海口海關2021年監管離島免稅購物近500億元。

鮑威爾安撫市場,標普反彈,京東大漲10%,美債收益率暫別兩年高位,WTI原油期貨盤中漲4%突破80美元。

國務院辦公廳發佈關於做好跨週期調節進一步穩外貿的意見。

特高壓項目覈準提速,國網今年計劃開工13條特高壓線路。

張伯禮院士:中醫藥針對奧密克戎治療效果突出;世界衛生組織:奧密克戎可能在數週內感染半數歐洲人;美國單日新增感染150萬。

新能源汽車補貼退坡:小鵬售價普漲五千,蔚來暫無漲價計劃。

鮑威爾:如果不得不更多次加息,我們將那樣做,可能今年晚些時候縮表。

研報精選

中金稱,醫藥行業估值吸引力逐漸顯現,港股看好藥明生物、信達生物、康方生物-B、海吉亞醫療及時代天使等。

中金稱,由於IGG新遊推廣進度不及預期,收入低於預期,下調2021/22年收入8%/3%至60.3/65.4億港元;由於投資虧損及費用投入超出預期,下調2021/22年經調整淨利55%/45%至4.4/6.6億港元。

裏昂預期,藥明康德在綜合服務、強勁研發隊伍及主動投資新科技下,市佔將繼續擴大,2020-23年收入及淨利潤複合年增長率預測爲33%/36%。

裏昂將舜宇光學視爲智能駕駛及VR領域的港股首選股,目標價看至293港元,但下調2021-22財年盈利預測16%及19%。

熱點快播

中信銀行:業績快報:2021年度歸母淨利增13.60%至556.41億元。

廣汽集團:2021年淨利同比預增11%-27%。

周大福:第三財季中國內地同店銷售增長10.7%。

越秀地產:2021年累計合同銷售額達1151.5億元,超額完成2021年銷售目標。

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