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小智港美股早報 | 5月26日

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大公司頭條

業績指引不及預期,英偉達盤後重挫。

亞馬遜CEO傑西:有信心應付通脹問題。

馬斯克提高推特收購案承諾金額。

諾德斯特龍等美國零售商報告利好消息。

溫蒂漢堡因大股東謀求交易上漲。

蘋果勸說零售員工不要加入工會。

知乎-W一季度營收同比增長55.4%,擬不超1億美元回購股份。

阿裏健康年度收入增長32.6%至205.8億元,支付寶醫療健康頻道年度活躍用戶數已達6.9億。

贛鋒鋰業擬不超20億元投建年產5萬噸鋰電新能源材料項目。

海螺環保擬動用最多3億港元回購股份。

遠大醫藥與溫州醫科大學附屬眼視光醫院達成戰略合作及簽署技術和知識產權轉讓協定。

南戈壁-S:策克入境口岸以試行形式重新開放。

脫水研報

宏觀頭條

李克強在全國穩住經濟大盤電視電話會議上強調:紮實推動穩經濟各項政策落地見效。

國務院辦公廳:進一步盤活存量資產擴大有效投資。

財政部:加大創業擔保貸款貼息力度,支持市場主體紓困發展。

美聯儲紀要:再來兩次50個基點加息,限制性政策可能更合適,暗示加息有靈活性;以美聯儲官員們調整後PCE通脹預期估算,分析稱可能再來三次50個基點加息,加息週期告終。

英偉達一季度業績優於預期但營收指引遜色,盤後一度跌超10%;Snowflake一季度營收增速繼續放緩,基於消費的商業模式引擔憂,盤後暴跌超16%破發。

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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