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小智港美股早報 | 1月18日

頭條資訊

B站迴應有用戶疑上傳破解的監控畫面 :下架並封禁。

屈臣氏因虛假價格誘騙交易被罰。

騰訊公佈寒假未成年人最多玩14小時遊戲。

國家統計局:我國人均GDP突破1.2萬美元。

快手任命金秉爲首席財務官。

中國信通院:不建議對帶星號的行程卡用戶直接採取隔離措施。

美股休市,歐股反彈,併購案影響下醫療板塊領漲,葛蘭素史克漲4%、聯合利華跌7%;布油收創逾七年新高,倫鎳終結六連漲暫別十年高位。

中國央行“降息”10個基點節奏超預期,國內股債齊漲,創業板漲超1.5%,數字經濟概念全線大漲,九安醫療一字漲停五連板。

中國2021年四季度GDP增長4%、全年增8.1%;全年社會消費品零售增長12.5%,規模以上工業增加值增9.6%,城鎮固定資產投資增4.9%;房地產開發投資增4.4%,城鎮調查失業率降至5.1%;年末人口14.12億,較2020年增加48萬。

習近平:中國將堅定不移推動高質量發展,堅定不移推進改革開放,歡迎各種資本在中國合法依規經營;發展經濟不能對資源和生態環境竭澤而漁。

證監會:以全面實行股票發行註冊製爲主線,深入推進資本市場改革;繼續堅定、有序支持符合條件的企業依法依規境外上市。

發改委:豬糧比價進入過度下跌三級預警區間。

研報精選

天風證券稱,2021年特步國際宣佈“五五”戰略規劃,把握經濟復甦、國貨崛起帶來的廣大機遇,預計2022年將持續增長勢頭,22全年增長25%+。

中泰國際稱,中信證券輕資產業務齊頭並進,無明顯短板,預計全年兩融、資管、經紀同比增速均能居前。

大和下調中銀航空租賃2021-23年每股盈利3%-8%,因延遲交付及較高稅率,但對全球飛機需求及租賃市場領導地位看法正面,建議投資者稍候市場催化劑,如新冠疫苗等消息。

中金認爲在市場煤價逐漸由去年曆史高位迴歸合理的過程中,中煤能源煤炭售價調幅仍有望保持相對穩定,公司煤炭增量有望進一步釋放。

熱點快播

創夢天地:再獲騰訊PUPU ALIENS形象授權。

遠大住工:年度PC構件製造業務新籤合同總金額升20.9%,遠大魔方BOX業務新籤合同額1.54億元。

中國有贊:主席朱寧及董事俞韜擬合計增持1500萬港元股份。

薈萃國際(控股):附屬薈萃視界將主要從事於3D元宇宙環境提供電商及線上購物服務。

歸創通橋-B:戰略投資微亞醫療以夯實公司在血管介入領域的領先地位。

歌禮制藥-B:皮下注射PD-L1抗體ASC22(恩沃利單抗)美國臨牀試驗申請獲批,用於慢性乙型肝炎功能性治癒。

煜盛文化:與中國青年報社訂立文創IP開發合作協議。

中國能源建設:2021年新籤合同額累計8726.1億元,同比增長51%。

今日招股

創新奇智(02121)正在招股,招股價26.30~27.30港元,入場費2757.51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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