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小智港美股早報 | 2月14日

昨夜行情

昨夜行情

大公司頭條

中海石油化學預計年度淨利潤約14.14億至14.54億元。

匯聚科技獲立訊精密摺讓約1.23%提要約收購。

盈健醫療預期中期純利增長約433%。

彩客化學盈喜:2021年度淨利潤預增不低於52.1%。

東風集團1月汽車銷售量30.36萬輛,同比增長10.01%。

舜宇光學科技1月手機鏡頭出貨量同比下降11%至1.315億件。

脫水研報

瑞信對內銀行業持積極觀點,推薦招商銀行及平安銀行。

大摩仍看好太平洋航運,下一個潛在催化劑,預計爲月底集團公佈業績時的全年派息決定。

大和指華潤電力可能只分拆可再生能源資產、以房地產投資信託基金(REIT)形式在港上市,估值低於A股上市公司。

高盛上調中芯國際今年的收入/營運溢利/淨利潤預測5%/12%/11%,指今年第一季度的強勁指引歸功於產能擴張、更強勁的需求和更好的晶圓平均價格,由CIS/MCU/PMIC等驅動。

Piper Sandle:重申對傳奇生物的“增持”評級,目標價56美元。

Wedbush:維持Shopify“跑贏大盤”評級,下調目標價至1270美元。

BTIG:優步目標價從80美元下調至65美元,維持“買入”評級。

瑞穗:下調輝瑞目標價至55美元,維持“中性”評級。

小摩:下調迪士尼目標價至200美元,維持“增持”評級。

熱點公告

福萊特玻璃:擬33.44億元收購大華礦業及三力礦業,將擁有穩定的玻璃用石英巖礦供應。

歌禮制藥-B:在歐洲多個國家遞交利託那韋上市許可申請。

復星醫藥:採納復星健康股權激勵計劃。

泰格醫藥:擬回購A股股份,資金總額2.5億元至5億元。

中創環球:擬設立合資公司中創優品將承接寶帝來在香港及海外市場的業務。

信達生物:美國FDA對信迪利單抗治療一線非鱗狀非小細胞肺癌的新藥申請召開腫瘤藥物諮詢委員會。

上海醫藥:鹽酸胺碘酮注射液獲批生產。

開拓藥業-B:普克魯胺治療輕中症新冠患者全球多中心III期臨牀試驗完成中國首例受試者給藥。

宏觀頭條

李克強:加大農業生產扶持力度,確保全年糧食產量繼續保持在1.3萬億斤以上。

人民日報連發五篇權威評論:正確認識和把握“共同富裕、資本規律、初級產品保供、防範化解重大風險、碳達峯碳中和”。

旗手高亭宇在北京冬奧會速度滑冰男子500米中奪冠。

比亞迪“王炸”拿下特斯拉訂單?萬億寧王緊急報警:沒談崩;特斯拉闢謠:寧德和特斯拉談崩,確實不屬實。

格力電器:擬實施2021年中期分紅,每10股派發股利10元。

美俄總統通電話,拜登警告攻擊烏克蘭“嚴重後果”,但稱沒有突破;俄羅斯:西方警告已“荒謬之極”。

輝瑞公司新冠病毒治療藥物進口註冊獲國家藥監局批準。

美聯儲3月加息25個基點的概率爲50.8%,加息50個基點的概率爲49.2%。

美聯儲Daly:美聯儲的加息路徑應該倚重數據並且審慎。

今日招股

樂普生物-B(02157)正在招股,招股價6.87~7.38港元,入場費7454.38港元。

美華國際醫療(MHUA)正在招股,招股價10.50~10.50美元,入場費10.50美元。

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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