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小智港美股早報 | 12月7日

市場概述

美股:道瓊斯指數漲1.87%,報35227點。納斯達克綜合指數漲0.93%,報15225點。標普500指數漲1.17%,報4591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1.15%,報15867點。

原油:WTI 1月原油期貨收漲4.87%,報69.49美元/桶 。布倫特2月原油期貨收漲4.58%,報73.08美元/桶。

黃金:COMEX 2月黃金期貨收跌將近0.3%,報1779.50美元/盎司。

匯率:在岸人民幣16:30收盤價報6.3719,23:30夜盤收報6.3766。

環球政策要聞

工信部副部長徐曉蘭到國家中小企業發展基金有限公司調研。

國家菸草專賣局網站今日開通電子煙生產經營主體信息和產品信息報送通道。

國家發改委:目前下遊消費略顯疲軟,預計短期內豬價或將觸頂。

中央政治局會議:明年經濟工作要穩字當頭穩中求進,促進房地產業健康發展和良性循環。

中國物流集團成立,是一家以綜合物流爲主業的中央企業。

豐田官宣新電池廠落戶美國北卡,計劃爲120萬輛汽車提供電池。

美國天然氣暴跌逾10%創五個月新低,美原油收漲近5%。

研報精選

高盛估計,2022年運費或攀升3%-8%,以反映強勁營運下的盈利上升趨勢,價格每上升1%,推升招商局港口、中遠海運港口2%-3%盈利。

美銀證券相信,招商局港口未來有進一步重估的空間,2022-23財年核心盈測調高3%-5%,2021-22年股息收益率或達6%-7%。

瑞信稱,華寶國際是少數加熱非燃燒菸草產品的生產商,並剛在印尼完成興建菸草廠,相信會帶來顯著增長機會。

瑞信首予思摩爾國際目標價62.5港元,基於產品差異化及研發優勢,相信市場份額將進一步擴大。

熱點快播

東風集團:11月汽車銷售量總計26.64萬輛。

美的置業:前11個月銷售額約1274.2億元。

旭輝控股集團:1至11月銷售額約2257.5億元。

中國海外宏洋集團:1至11月銷售額達655.88億元。

中樑控股:前11月累計合約銷售額達1555億元。

花樣年控股:前11月累計銷售額達447.86億元。

中國金茂:前11個月累計銷售額達2136.18億元。

雅居樂集團:前11個月預售金額達1251.5億元。

陽光100中國:前11月實現合同銷售額29.13億元。

龍源電力:前11月完成發電量5673.54萬兆瓦時,同比增長19.48%。

協合新能源:11月風電權益發電量達449.52GWh,同比增長5.96%。

萊爾斯丹:第三財季自營零售業務總銷售下跌15.0%。

捷利交易寶:11月末註冊用戶數量達65.44萬戶。

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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