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小智港美股早報 | 1月20日

頭條資訊

字節跳動迴應整體裁撤投資業務。

B站迴應有賬號直播婦科手術:已向警方舉報,配合取證。

小紅書起訴微媒通告等4家涉虛假種草通告平臺、MCN機構。

蘋果成爲2021年手機銷量冠軍,小米第三。

網傳攜程上海總部封閉管控,攜程方面迴應稱“正常協查”。

相機業務不景氣,佳能也進軍造車市場。

美股高開低走科技股領跌,納指跌入回調區間,美債反彈,倫鎳白銀大漲,原油再創七年多新高。

中證報頭版:新一期LPR料迎下調,貨幣政策調控將進一步發力。

國常會:決定延續實施部分到期的減稅降費政策,支持企業紓困和發展。

倒賣進口原油!國務院聯合調查組對中石油燃料油公司進行嚴肅調查處理。

網信辦:網傳“出臺《互聯網企業上市及投融資操作規範》”屬不實信息。

新華時評:金融宏觀調控要“穩”字當頭、“進”字發力。

研報精選

中信證券預期,隨着思摩爾國際新技術在新產品上的逐步應用,有望支撐產品定價及毛利空間,而技術創新迭代、品牌矩陣完善、霧化場景多元化有望共築中長期競爭壁壘。

小摩重申藥明康德“增持”評級,上調2021-23年盈利預測23%/9%/8%,目標價升至178港元,並認爲其爲中國CRO或CDMO行業的首選。

高盛將2022及2023年布倫特期油價格預測上調至96及105美元/桶,並預期今明年油價上升將帶動亞洲油企產生顯著的自由現金流,主要看好中石油、中海油。

熱點快播

安踏體育:預期2021年純利(包括分佔合營公司虧損)增長逾45%。

海豐國際:預計2021年純利顯著增至約11.5億美元。

綠景中國地產:白石洲城市更新項目一期01-08地塊命名爲綠景白石洲璟庭,並取得施工許可證。

中鋁國際:第四季度新籤合同金額183.07億元,同比增加14.67%。

中環控股:擬攜手京東設立合資京中環置業,拓展智慧物流等業務。

綠葉製藥:帕金森月制注射用微球新藥LY,03009在美國獲批進行臨牀試驗。

瑞風新能源:擬與長城華冠在新能源設備製造及相關業務開展合作。

中國太保:2021年原保險業務收入3626.73億元,同比增長1.72%。

哈爾濱電氣:預期2021財年淨虧約40億元-45億元。

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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