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小智港美股早報 | 12月21日

市場概述

美股:道瓊斯指數跌1.23%,報34932點。納斯達克綜合指數跌1.24%,報14980點。標普500指數跌1.14%,報4568點。

富時中國:截至北京時間09:15,富時中國A50指數期貨主力合約下跌0.08%,報15738點。

原油:WTI 1月原油期貨到期交割日跌3.71%,報68.23美元/桶。WTI 2月原油期貨跌4.08%,報71.52美元/桶。

黃金:COMEX 2月黃金期貨收跌0.6%,報1794.60美元/盎司。

匯率:在岸人民幣16:30收盤價報6.3650,23:30夜盤收報6.3757。

環球政策要聞

我國公司法修改涉及國家出資公司、公司登記制度等內容。

習近平:發揮好黨內法規在維護黨中央集中統一領導、保障黨長期執政和國家長治久安方面的重大作用。

國家能源集團:要推進煤電機組“三改聯動”,推進新能源發電與電解水制氫耦合發展。

《美國幹涉陰雲下的世界人權困局》報告發布:美式霸權對世界造成深重災難。

李澤楷旗下富衛集團取消美國IPO,考慮其它替代方案。

美國聯邦衛生官員:奧密克戎變異株約佔美國日增病例數四分之三。

美國新增新冠肺炎確診病例超20萬例,累計確診超5100萬例。

研報精選

大摩預計工程機械的弱勢將持續到明年,更認爲中聯重科海外市場強勁業務對其盈利僅有輕微帶動作用,故下調2021-23年度盈利預測14%/38%/20%。

國信證券看好安踏體育長期份額持續擴張前景,估值吸引力強,認爲未來其成長動力充足,專業運動品牌安踏在品牌升級與國貨自信大勢下空間廣闊。

華西證券稱,短期吉利汽車CMA、SEA等架構平臺新車型有望開啓新一輪產品週期,量價齊升,業績修復彈性高。

大和表示,11月因疫情原因,中銀航空租貸股價大幅下跌,但認爲其股價回調顯示出有吸引力回報,建議投資者在股價疲軟時積累股票。

熱點快播

信義玻璃:2021年度預盈109億-119億港元,同比增長70%-85%。

天德化工:預計年度盈利不少於3億元,同比增長216.5%。

火幣科技:公佈年度業績,由虧轉盈1.41億港元,虛擬資產交易蓬勃發展。

百濟神州:與諾華製藥簽訂合作協議,將獲3億美元首付款。

TCL電子:與TCL控股成立合營企業從事研發及生產AR智能產品。

今日招股

商湯-W(00020)正在招股,招股價3.85~3.99港元,入場費4030.21港元。

聖諾醫藥-B(02257)正在招股,招股價65.90~72.70港元,入場費3671.63港元。

泉峯控股(02285)正在招股,招股價37.60~43.60港元,入場費4403.94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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