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小智港美股早報 | 11月25日
uSMART盈立智投 11-25 09:16
市場概述 美股:道瓊斯指數跌0.03%,報35804點。納斯達克綜合指數漲0.44%,報15845點。標普500指數漲0.23%,報4701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0.28%,報15733點。 原油:WTI 1月原油期貨跌0.14%,報78.39美元/桶。布倫特1月原油期貨跌0.07%%,報82.25美元/桶。 黃金:COMEX 12月黃金期貨收漲不足0.1%,在感恩節(11月25日)前夕勉強結束連續四個交易日下跌的趨勢,報1784.30美元/盎司。 匯率:在岸人民幣16:30收盤價報6.3882,23:30夜盤收報6.3927。 環球政策要聞 國家發改委:電廠存煤繼續快速增長,煤炭供應保障能力不斷提升。 中央紀委國家監委:10月全國共查處違反中央八項規定精神問題7636起。 泉州獲批組建高效太陽電池裝備與技術國家工程研究中心。 中共中央、國務院:研究制定住房等支持政策,鼓勵成年子女與老年父母就近居住或共同生活。 習近平主持召開中央全面深化改革委員會第二十二次會議強調加快科技體制改革攻堅建設全國統一電力市場體系。 美國前財長薩默斯:美聯儲官員在經濟過熱問題上進入了“新時代”。 因通貨膨脹迅速攀升,美國11月消費者信心指數跌至十年低點。 美國貿易代表辦公室:正推進終止針對印度的301條款貿易行動。 美聯儲承認高通脹或持續更久,許多與會者認爲加息時間可能提前。 研報精選 瑞銀預計,快手-W第四季月均活躍用戶及日均活躍用戶環比持平,電子商務業務增長將維持強勁,直播業務穩定。 小摩稱,如果需求停滯周大福進取的門店擴張策略存在風險,重申對公司2022財年下半財年收入增長放緩存擔憂。 小摩相信,阿裏健康估值溢價主要來自其有望成爲一站式網上醫藥服務平臺,但因行業的監管轉變,預計其估值溢價不會在短期內復原。 中金認爲,商業模式上一方面小鵬汽車-W軟件收入有望伴隨XPilot智能駕駛功能釋放獲得提升,另一方面2022年Robotaxi的運營可促進其智能駕駛系統的迭代升級,以及智能出行領域的試驗性佈局。 熱點快播 四洲集團:預期中期總收益約23.54億港元。 富石金融:盈喜:中期純利預增不少於20%。 俊裕地基:預計中期純利不少於約200萬港元。 中國置業投資:預計中期由盈轉虧不超200萬港元。 香港食品投資:預期中期淨虧100萬港元-300萬港元。 皓天財經:中期純利預降40%-50%。 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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