小智港美股早报 | 1月24日
头条资讯
苹果要求App必须内置删除账号功能,但可以宽限一段时间。
有赞回应裁员:开启事业部化调整。
小红书违反未成年人保护法被罚30万元:因未成年信息审核漏放。
苹果汽车团队软件工程主管离职,此前管理团队几乎全部离职。
国家卫健委:春节临近,政策执行防止一刀切。
2022年开年基金受挫,多家基金公司开启自购模式。
周五美股盘中跳水再现反转,纳指创七个月新低,原油跌离逾七年高位。
10个基点!中国央行下调所有期限常备借贷便利利率。
上海市长重磅发声!今年有信心有底气实现GDP增长约5.5%、浦东引领区打造一批功能性平台、新能源汽车正大力布局车规级芯片生产。
商务部新闻发言人就美方宣布制裁3家中国企业发表谈话。
基金最新持仓曝光:茅台、宁德时代被大举减仓。
媒体:美国务院已下令撤离驻乌克兰大使馆人员家属。
研报精选
中金考虑到华润万象生活增长基础进一步夯实,认为其已明确步入配置区间,后续伴随宏观消费环境的潜在改善,上行空间有望进一步打开,目标价升至61港元。
大和认为,最近的煤炭价格上涨,以及长期煤炭合同价格的潜在升幅是中国神华未来股价的积极催化剂。
里昂预期,2022年农夫山泉原材料成本上升或导致更多加价,上调2021-23年收入预测4%/7.5%/7.8%,以反映饮料业务增长,基于毛利率及营销开支稳定,调高2021-23年盈利预测约4.3%/4.8%/5.7%。
中金认为,必需消费品板块估值或有提升机会,建议关注基本面有明显改善及具备长期成长逻辑的行业龙头,推荐蒙牛乳业、康师傅控股。
热点快播
吉利汽车:吉利控股与雷诺签署框架协议面向韩国市场推出全新车型系列。
中远海能:预期2021年净亏损约49.3亿元-51.3亿元。
思摩尔国际:料2021年年度溢利及全面收益总额同比增约109%-131%。
国泰君安:业绩快报:2021年净利150.13亿元,同比增34.98%。
招商证券:2021年净利润116.13亿元,同比增长22.35%。
复星医药:获MPP新冠口服药生产许可,对收入等的影响尚无法预计。
康龙化成:2021年度净利润预增35%-45%。
uSMART智能写手的信息、数据均来自媒体公开报道,智能写手不能保证其完全准确,内容仅供参考,不构成投资建议。
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