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音頻 | 格隆匯3.18盤前要點—港A美股你需要關注的大事都在這

國際要聞:

1、美股三大指數小幅收升,中概指數大升逾4%創3年新高;

2、現貨黃金升約0.6%逼近歷史最高位,布油收升約0.7%;

3、美國貿易代表據報冀有序推行關税措施;

4、巴菲特大舉增持日本五大商社;

5、歐盟計劃在2025年第三季度提出對歐洲廢鋼和金屬的出口限制和關税;

6、英國投資者增加國內投資 減少美股風險敞口;

7、特朗普為台積電的在美投資金額加碼 從原來1000億美元增加到2000億美元;

8、特朗普將於週二與普京通話;

9、奧迪宣佈將在德裁員約7500人;

大中華區要聞:

1、國家發改委:衞健委已在起草育兒補貼政策具體的操作方案;

2、財政部:逐步推行免費學前教育;

3、外匯局:國內經濟回升向好和科技發展提振市場信心 2月外資淨增持境內債券和股票合計達127億美元;

4、微信公眾平台:對無資質違規薦股等將採取階梯處理直至封禁賬號處罰;

5、生豬養殖利潤空間繼續壓縮 頭均盈利降至16.56元;

6、信通院:1月國內市場手機出貨量2724.3萬部 同比下降14.3%;

7、商務部將為外貿企業提供必要支持 幫助外貿企業拓內銷;

8、特斯拉中國推出FSD免費體驗活動:為期1個月;

9、美團買藥:過敏相關線上問診訂單量年同比增長超60%;

10、永輝超市:公司擬正式成立改革領導小組 董事張軒寧因CEO安排表示反對;

11、今日A股弘景光電上市,港股南山鋁業國際、維昇藥業處於申購期;

12、南下資金淨買入港股104億港元,加倉理想、阿里和中國移動;

13、公吿精選︱勝宏科技:已突破超高多層板、高階HDI相結合的新技術,實現了PTFE等新材料的應用;雲從科技:全資子公司簽署1.95億元智算中心算力擴容項目合同;

14、公吿精選(港股)︱康哲藥業(00867.HK)2024年溢利下降32.3%至16.13億元;

15、A股投資避雷針︱英集芯:終止籌劃重大資產重組事項 股票復牌;中巨芯:股東遠致富海擬減持不超3%股份。

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