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小智港美股早報 | 11月16日

市場概述

美股:道瓊斯指數跌0.04%,報36087點。納斯達克綜合指數跌0.04%,報15853點。標普500指數持平,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0.09%,報15573點。

原油:WTI 12月原油期貨漲0.11%,報80.88美元/桶。布倫特1月原油期貨跌0.14%,報82.05美元/桶。

黃金:COMEX 12月黃金期貨收跌0.1%,報1866.60美元/盎司。

匯率:在岸人民幣16:30收盤價報6.3808,23:30夜盤收報6.3834。

環球政策要聞

國家統計局:10月全國粗鋼產量7158萬噸,同比下降23.3%。

國家統計局貿易外經司統計師申俊利解讀10月份社會消費品零售總額數據。

拜登將簽署美國半個世紀來最大規模基建法案,發佈行政命令成立委員會。

兩位前美聯儲地區主席發聲,爲控制通脹央行或需要加息至最少3%。

埃裏安:美聯儲犯了重大貨幣決策錯誤,應立即加快Taper步伐。

李迅雷:美聯儲很難在明年四季度前開啓實質性加息週期。

研報精選

野村稱,中芯國際及華虹半導體爲產能擴張最積極的代工廠,同時面臨如需求週期於2023年轉變的更大風險。

高盛表示,友邦保險2022財年應強調中國地區的增長,香港內地遊客潛在銷售復甦,是新業務增長重要的推動因素。

大和稱,雖然敏華控股管理層在充滿挑戰的環境中表現良好,但相信原材料和運費成本持續波動,競爭激烈中難以將利潤率迅速反彈。

中金稱,波司登於各大電子商務平臺的銷售呈現穩定、優質的增長態勢,並於今年雙十一期間,核心品牌波司登在天貓服裝行業中保持第二位,在天貓國內服裝品牌中保持第一位。

熱點快播

維珍妮:盈喜:預計中期綜合純利2.3億至2.6億港元。

ECI TECH:盈喜:年度溢利預增超120%。

東方錶行集團:預期中期淨利超過1.6億港元。

滬港聯合:盈喜:中期純利不少於4800萬港元。

金源米業:預期中期淨虧少於1500萬港元。

譽燊豐控股:預計中期純利同比增長不低於40%。

信星集團:預計中期淨虧損不多於2500萬港元。

億都(國際控股):預期中期淨利同比增長約50%。

融太集團:預計中期淨虧損約1億港元。

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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