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音頻 | 格隆匯3.27盤前要點—港A美股你需要關注的大事都在這
格隆匯 03-27 07:45

國際要聞:

1、美股小幅收跌 特斯拉升近3% 特朗普媒體科技上市首日升超16%;

2、COMEX 6月黃金期貨收報2199.20美元/盎司,紐約天然氣期貨跌約2.5%;

3、巴爾的摩大橋被船撞塌 或影響美國東海岸最繁忙港口之一的航運;

4、知情人士否認蘋果與百度已達成AI合作;

5、蘋果料將在6月10日的開發者大會上公佈人工智能戰略;

6、美聯儲2023年的營業虧損激增至創紀錄的1143億美元;

7、中國2月iPhone出貨量下降約33%;

8、消息人士:歐佩克+不太可能在6月會議前改變產量政策;

9、穆迪將波音公司的BAA2信用評級納入下調觀察名單;

10、阿根廷政府解僱了5萬名公職人員,計劃再解僱7萬人;

11、標普下調美國五家地區性銀行評級展望至負面;

12、高盛談HBM:四年十倍的市場,海力士將佔據過半份額,美光或後來居上;

13、戴爾去年裁員13000人 規模較原計劃幾乎翻倍;

大中華區要聞:

1、工信部:加快發展新質生產力 前瞻佈局人工智能、量子科技等未來產業;

2、工信部:將適度超前建設5G、算力等基礎設施;

3、商務部:正在抓緊研究細化舉措 逐步提高新能源汽車、節能型汽車銷售佔比;

4、國務院:大力推進降低企業生產經營成本 強化製造業信用貸款和中長期貸款支持;

5、證監會:剷除資本市場腐敗問題產生的土壤和條件 強化懲治腐敗高壓態勢;

6、香港2月出口轉跌0.8% 遜預期;

7、中國信通院:2月國內市場手機出貨量1425.7萬部,同比下降32.9%;

8、深市公司年報大幕開啟:營收高速增長、大手筆分紅不斷;

9、中信證券2023年歸母淨利潤同比減少7.49%;

10、海底撈:2023年淨利45億元超預期,擬派末期息0.824港元/股;

11、淘寶中國完成出售3080萬股嗶哩嗶哩ADR;

12、阿里撤回菜鳥獨立IPO申請 擬37.5億美元收購股東及員工持股;

13、騰訊將在Vision Pro上提供部分應用程序;

14、農夫山泉去年淨利潤120.8億元同比增42.2%,超市場預期;

15、康師傅控股2023年營收淨利潤雙雙不及預期;

16、期現貨市場“淡季不淡” 豬週期磨底近尾聲;

17、北上資金加倉招商銀行、貴州茅台、美的集團;

18、南下資金加倉騰訊、小米、中石油;

19、A股無錫鼎邦今日申購;

20、公吿精選︱凱眾股份:與小米智造目前無任何業務往來;聖達生物:未涉及預製菜領域;

21、公吿精選(港股)︱比亞迪股份2023年度淨利潤超300億元大升80.72%,毛利率升至20.21%。

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