小智港美股早報 | 11月15日
市場概述
美股:道瓊斯指數漲0.5%,報36100點。納斯達克綜合指數漲1.0%,報15860點。標普500指數漲0.72%,報4682點。
富時中國:截至北京時間09:15,富時中國A50指數期貨主力合約上漲0.19%,報15630點。
原油:WTI 12月原油期貨跌0.98%,報80.79美元/桶,全周共跌0.60%,連續第三週下跌。布倫特1月原油期貨跌0.84%,報82.17美元/桶。
黃金:COMEX 12月黃金期貨收漲將近0.3%,報1868.50美元/盎司,全周共漲2.8%。
匯率:在岸人民幣16:30收盤價報6.3906,23:30夜盤收報6.3800。
環球政策要聞
國家網信辦擬規定:日活過億互聯網平臺制定隱私政策,應經評估後報省級及以上相關部門同意。
國家網信辦:不得將人臉、步態、指紋、虹膜、聲紋等生物特徵作爲唯一的個人身份認證方式。
國家衛健委:昨日新增確診病例89例,其中本土病例70例。
CPI創近31年最大漲幅,美國面臨前所未有的通貨膨脹危機。
美財長:美國通貨膨脹能否得到控制取決於政府能否成功應對疫情。
研報精選
光大海外認爲,華虹半導體儘管短期基本面強勁預期在前期股價中有較高程度反應,但考慮到後期12寸順利上量有望驅動利潤率改善和利潤釋放兌現,進而驅動估值提升。
高盛將中芯國際2021-23年的收入預測上調4%至8%,因本地客戶需求增強加上產品結構改善,推動了更高的出貨量和更好的平均銷售價格。
高盛稱,基於騰訊控股加快對人才及工作室的投資,加上國際AAA遊戲(製作及營銷成本高的遊戲)的儲備,估計集團可以將在國內市場的領導地位擴至全球市場。
花旗將小鵬汽車-W2021-23年各年汽車銷量由7.1/12/17萬輛上調爲9.4/16/24萬輛,並將研發成本提高到42/47/54億元人民幣,以反映更高的先進駕駛輔助系統研發投資。
熱點快播
中國投資開發:盈喜:預計中期綜合溢利淨額不少於500萬港元。
華盛國際控股:預計中期淨利不少於2000萬港元。
美高域:預計中期純利不多於約1300萬港元。
亞洲資源:預計中期除稅後溢利同比增逾四成。
佳景集團:預計前三季度淨虧損約6370萬港元。
新源萬恆控股:預計中期虧損減少3500萬至3900萬港元。
銀濤控股:預期中期由盈轉虧約2000萬至2500萬港元。
智勤控股:預期中期淨利同比上升不少於40%。
威高國際:預計中期虧損約1800萬至2500萬港元。
衍生集團:預計中期虧損不超1800萬港元。
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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