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小智港美股早報 | 1月24日
uSMART盈立智投 01-24 09:16

頭條資訊

蘋果要求App必須內置刪除賬號功能,但可以寬限一段時間。

有贊迴應裁員:開啓事業部化調整。

小紅書違反未成年人保護法被罰30萬元:因未成年信息審覈漏放。

蘋果汽車團隊軟件工程主管離職,此前管理團隊幾乎全部離職。

國家衛健委:春節臨近,政策執行防止一刀切。

2022年開年基金受挫,多家基金公司開啓自購模式。

週五美股盤中跳水再現反轉,納指創七個月新低,原油跌離逾七年高位。

10個基點!中國央行下調所有期限常備借貸便利利率。

上海市長重磅發聲!今年有信心有底氣實現GDP增長約5.5%、浦東引領區打造一批功能性平臺、新能源汽車正大力佈局車規級芯片生產。

商務部新聞發言人就美方宣佈制裁3家中國企業發表談話。

基金最新持倉曝光:茅臺、寧德時代被大舉減倉。

媒體:美國務院已下令撤離駐烏克蘭大使館人員家屬。

研報精選

中金考慮到華潤萬象生活增長基礎進一步夯實,認爲其已明確步入配置區間,後續伴隨宏觀消費環境的潛在改善,上行空間有望進一步打開,目標價升至61港元。

大和認爲,最近的煤炭價格上漲,以及長期煤炭合同價格的潛在升幅是中國神華未來股價的積極催化劑。

裏昂預期,2022年農夫山泉原材料成本上升或導致更多加價,上調2021-23年收入預測4%/7.5%/7.8%,以反映飲料業務增長,基於毛利率及營銷開支穩定,調高2021-23年盈利預測約4.3%/4.8%/5.7%。

中金認爲,必需消費品板塊估值或有提升機會,建議關注基本面有明顯改善及具備長期成長邏輯的行業龍頭,推薦蒙牛乳業、康師傅控股。

熱點快播

吉利汽車:吉利控股與雷諾簽署框架協議面向韓國市場推出全新車型系列。

中遠海能:預期2021年淨虧損約49.3億元-51.3億元。

思摩爾國際:料2021年年度溢利及全面收益總額同比增約109%-131%。

國泰君安:業績快報:2021年淨利150.13億元,同比增34.98%。

招商證券:2021年淨利潤116.13億元,同比增長22.35%。

復星醫藥:獲MPP新冠口服藥生產許可,對收入等的影響尚無法預計。

康龍化成:2021年度淨利潤預增35%-45%。

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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