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小智港美股早報 | 2月4日

昨夜行情

昨夜行情

大公司頭條

亞馬遜四季度淨銷售1374億美元,經營利潤35億美元。

色拉布四季度營收13億美元,分析師預期12億美元。

美國參議院司法委員會通過。

默沙東預期2022年營收增長近兩成,主要由新冠口服藥推動。

供應鏈緊張疊加口罩需求下滑,霍尼韋爾財報不及預期。

禮來延後阿茲海默新藥審批日程。

脫水研報

熱點公告

1.,永泰生物-B::遞交RC19D2的新藥臨牀試驗溝通會議申請。

2.,開拓藥業-B:GT20029(AR-PROTAC)美國I期臨牀試驗完成首例受試者給藥。

3.,京東集團-SW:董事會主席劉強東將捐贈公司6237.66萬股B股作慈善用途。

4.,康方生物-B:Ivonescimab聯合化療治療EGFR-TKI耐藥的EGFR突變晚期非鱗狀非小細胞肺癌的III期臨牀試驗完成首例患者給藥。

5.,康方生物-B:LIGUFALIMAB聯合IVONESCIMAB聯合化療一線治療不可切除的局部晚期或轉移性三陰性乳腺癌的II期臨牀研究獲批開展。

6.,大同集團:建議實施股本重組。

7.,中國平安:銀保監會同意平安人壽投資新方正集團。

8.,清晰醫療:於1月31日-2月10日招股,擬發行1.36億股。

9.,匯通達網絡:於1月31日-2月10日招股,擬發行5160.62萬股。

10.,網龍:將於2月28日前後派特別股息每股1.43港元。

宏觀頭條

Meta暴跌26%拖垮美股,亞馬遜盤後飆漲,歐英央行意外放鷹,歐元和英歐國債收益率飛昇,美油七年多來首次突破90美元。

第二十四屆冬奧會開幕式4日晚在北京舉行,習近平將出席開幕式並宣佈冬奧會開幕。

普京通過新華社發表署名文章《俄羅斯和中國:着眼於未來的戰略夥伴》。

英國央行“歷史性背靠背加息”,意外開啓被動縮表和出售公司債計劃。

歐央行按兵不動,重申今年縮減購債,刪除“向任一方向”調整政策的措辭;拉加德表態轉向,稱管委會一致擔憂通脹高企長於預期,不再堅稱今年不加息;媒體稱歐央行或3月調整政策;歐債收益率和歐元飆升。

亞馬遜雲業務超預期,Rivian投資爆賺猛提利潤,會員漲價,盤後暴漲18%。

南非已爆發,“奧密克戎新變種”或又將引爆新一輪疫情。

美官方宣稱擊斃極端組織“伊斯蘭國”最高領導人。

多位美聯儲官員本週強調升息步伐將循序漸進,給押注激進加息的華爾街潑了一盆冷水。

今日招股

清晰醫療(01406)正在招股,招股價1.60~3.00港元,入場費3787.80港元。

匯通達網絡(09878)正在招股,招股價43.00~48.00港元,入場費4848.38港元。

美華國際醫療(MHUA)正在招股,招股價10.50~10.50港元,入場費10.50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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