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小智港美股早報 | 1月19日

頭條資訊

微軟宣佈687億美元收購動視暴雪。

2021年年終獎人均水平爲2.3萬元。

獐子島迴應湯加火山爆發致扇貝涌入:報道及傳聞嚴重失實。

星巴克中國宣佈與美團就數字空間達成創新合作。

餓了麼:和星巴克合作一如既往,樂見經驗被更多複製。

動視暴雪因性騷擾調查開除更多員工。

歐美股債雙殺!美債收益率飆漲創兩年新高,美科技股領跌,油價七年高位。

國務院印發《“十四五”現代綜合交通運輸體系發展規劃》。

中國央行副行長:貨幣政策工具箱開得再大一些,保持總量穩定,避免信貸塌方。

經濟日報:降息促使房貸市場回暖?莫誤讀。

寧德時代發佈換電服務品牌EVOGO,打造組合換電整體解決方案。

一次加息50個基點!市場開始考慮美聯儲可能這麼幹。

研報精選

中信證券預計浪潮國際2021年全年收入增長35%至34.5億港元,同時判斷雲業務佔公司整體收入比重亦將持續快速提升。

小摩相信快手-W在今年中國互聯網行業中表現最好,且會在未來數季踏入盈利週期,今年股價會上升,建議投資者在第4季業績公佈前增持。

中金稱,考慮到疫情影響,下調九毛九2021/22年盈利預測21%/23%至3.58/5.65億元,但認爲其未來較快增長的確定性較高,建議關注新品牌的模型打磨與發展潛力。

中金認爲騰訊控股廣告業務短期仍面臨較大壓力,尤其隨着電商增速的進一步放緩、以及網服行業需求的下滑,該行將4Q廣告增速假設從原先的-8%下調至-13%。

熱點快播

永達汽車:預期年度淨利同比增長不少於50%。

中國光大銀行:業績快報:年度淨利434.07億元,同比增14.73%。

卓爾智聯:擬溢價約13.64%向卓爾控股配發6億股,籌資2.998億港元。

建滔積層板:盈喜:年度純利預增132%至150%。

藥明康德:2021年淨利潤預增68%-70%。

佐丹奴國際:盈喜:預計年度淨利不少於1.75億港元。

天虹紡織:預計下半年業績表現較好,將繼續改良現有產品結構。

歌禮制藥-B:老撾Phokam簽署利託那韋片採購協議。

中國鐵建:2021年累計新籤合同額28196.516億元,同比增長10.39%。

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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