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音頻丨格隆匯5.12盤前要點—港A美股你需要關注的大事都在這

國際要聞:

大中華區要聞:

1、中國4月M2貨幣供應同比12.4%;

2、中國4月新增人民幣貸款7188億元,低於預期;

3、中國4月社會融資規模增量1.22萬億元,低於預期;

4、中國央行:4月人民幣存款減少4609億元,其中住户存款減少1.2萬億元;

5、4月住户中長期貸款減少1156億元 去年同期減少314億元;

6、解讀丨華泰固收點評4月通脹數據:價格信號仍偏弱;

7、中信證券點評4月金融數據:信貸節奏重歸平穩 4月居民存款減少1.2萬億是季節性波動;

8、申萬宏源點評4月金融數據:居民存款13個月以來同比首次轉為減少 更可能重回表外資產;

9、國資委:指導推動中央企業加大在新一代信息技術、人工智能、集成電路、工業母機等戰略性新興產業佈局力度;

10、丁薛祥:全面落實就業優先政策,有關穩就業政策措施要抓緊實施;

11、王毅同美國總統國家安全事務助理沙利文舉行會晤;

12、MSCI中國A股在岸指數新增28只成分股;

13、跨境電商空運海運業務爆單 機場航空快件破歷史新高;

14、中汽協副總工程師許海東:新能源汽車下鄉細則還在準備過程中;

15、北上資金大肆加倉寧德時代13.22億;南下資金淨買入騰訊5億 淨賣出中移動3.87億;

16、台積電:2納米制程2025年量產,技術會領先全世界;

17、中芯國際:Q1淨利同比下降44%至15.9億元,Q2銷售收入預計環比增5%到7%;

18、李嘉誠減持約1.22億港元郵儲銀行H股;

19、TCL中環公佈最新單晶硅片價格 部分品種較前期降價超15%;

20、浦發銀行迴應員工“降薪”:網傳圖片系兩起獨立事件 相關問題已在解決中;

21、江西一脈陽光集團向港交所提交上市申請書;巨能股份(871478)和曼恩斯特(301325.SZ)今日上市;

22、公吿精選(港股)︱京東集團2023年一季度淨利潤大幅超預期,新增商家數量同比增長240%;

23、公吿精選︱隆基綠能與韓華正式達成專利交叉許可;中芯國際一季度淨利潤15.91億元同比下降44%。

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