小智港美股早報 | 6月10日
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大公司頭條
蘋果據稱正研發15英寸MacBook Air,最早將於明年春天發佈。
全球最大化肥生產商Nutrien宣佈增產。
迪士尼資深電視內容主管突遭解僱,理由是“與企業文化不符”。
微軟、三星官宣將Xbox遊戲服務搬進智能電視。
蔚來李斌:F1工廠恢復至疫情前水平 F2工廠將於三季度投產。
蔚來-SW一季度收入總額達99.106億元 ES8、ES6、EC6及ET7季度交付量爲25,768輛。
嗶哩嗶哩-SW:一季度淨營業額50.54億元,同比增長30%。
舜宇光學科技:5月手機鏡頭出貨量9059.4萬件,同比下降8.9%。
丘鈦科技5月攝像頭模組銷售合計3668.5萬件,同比減少4.1%。
BC科技集團:OSL Digital Securities與盈透證券簽署協議獨家虛擬資產交易服務。
東風集團股份:前5月新能源車銷量同比增長186%。
脫水研報
宏觀頭條
中國5月出口同比增長15.3%,進口增長2.8%,外貿結構持續優化,原油、銅進口量同比漲超10%,天然氣進口同比回落。
證監會:沒有進行螞蟻集團重啓上市的評估和研究工作。
寧德時代澄清市場傳聞:嚴重失實。
蔚來汽車跌超7%,公司Q1毛利承壓,營收指引不及預期;蔚來電話會:整車生產已基本恢復,毛利率將從三季度開始反彈,新品牌將搭載自產電池。
B站一季度營收同比增長30%,經調後淨虧損16.5億元超出預期,B站美股跌超14%。
歐央行宣佈結束量化寬鬆時代,計劃7月加息25基點,暗示9月加息50基點,大幅上調通脹預期;拉加德“放鷹”,若中期通脹前景持續惡化,9月加息幅度超過25個基點;歐債重挫。
前美聯儲副主席:需要在接下來三或四次會議上每次加息50個基點。
昨日暗盤
友和集團昨日暗盤收漲2.38%,報於2.15港元。
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