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下周備忘
4月20日(星期一)中國人行公布一年及五年期貸款市場報價利率,料各維持3%及3.5%不變新西蘭3月貿易賬|前值:逆差2.57億紐元英國4月Rightmove平均房屋要價月率|前值:升0.8%英國4月Rightmove平均房屋要價年率|前值:跌0.2%日本2月第三產業活動指數月率|預測:跌0.5%|前值:升1.7%德國3月PPI月率|前值:跌0.5%德國3月P...
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4月20日(星期一)

中國人行公布一年及五年期貸款市場報價利率,料各維持3%及3.5%不變
新西蘭3月貿易賬|前值:逆差2.57億紐元
英國4月Rightmove平均房屋要價月率|前值:升0.8%
英國4月Rightmove平均房屋要價年率|前值:跌0.2%
日本2月第三產業活動指數月率|預測:跌0.5%|前值:升1.7%
德國3月PPI月率|前值:跌0.5%
德國3月PPI年率|前值:跌3.3%
歐元區2月建築業產出月率|前值:跌0.1%
歐元區2月建築業產出年率|前值:跌1.9%
加拿大3月CPI月率|預測:升1.1%|前值:升0.5%
加拿大3月CPI年率|預測:升2.6%|前值:升1.8%
業績:大族數控(03200.HK)  +2.100 (+1.448%)  
********************************************************************************************
4月21日(星期二)

新西蘭首季CPI季率|預測:升0.8%|前值:升0.6%
新西蘭首季CPI年率|預測:升2.9%|前值:升3.1%
台灣3月外銷訂單年率|預測:升41.8%|前值:升23.8%
英國2月底止三個月包括紅利的平均工資年率|前值:升3.9%
英國2月底止三個月剔除紅利的平均工資年率|前值:升3.8%
英國2月底止三個月ILO失業率|前值:5.2%
英國2月底止三個月ILO就業人數變化|前值:增8.4萬人
英國3月失業率|前值:4.4%
英國3月失業金申請人數變化|前值:增2.47萬人
瑞士3月實際出口月率|前值:跌0.3%
瑞士3月實際進口月率|前值:跌5.1%
瑞士3月M3貨幣供應年率|前值:升4.9%
德國4月ZEW經濟景氣指數|前值:負0.5
德國4月ZEW經濟現況指數|前值:負62.9
歐元區4月ZEW經濟景氣指數|前值:負8.5
美國3月零售銷售月率|預測:升1.3%|前值:升0.6%
美國2月商業庫存月率|預測:升0.3%|前值:跌0.1%
美國3月成屋簽約銷售指數月率|預測:升0.8%|前值:升1.8%
美國3月未季調成屋簽約銷售指數年率|前值:跌0.6%

業績:聯合健康(UNH.US)      、RTX(RTX.US)      、直覺外科(ISRG.US)      、3M公司(MMM.US)      、安達保險(CB.US)      、GE航天航空(GE.US)      、哈里伯頓(HAL.US)      ;聯通(00762.HK)  -0.020 (-0.272%)    Short selling $35.76M; Ratio 30.355%   、紫金(02899.HK)  -1.200 (-3.173%)    Short selling $314.10M; Ratio 15.794%   、ASMPT(00522.HK)  +5.300 (+3.991%)    Short selling $42.70M; Ratio 5.845%   、福耀玻璃(03606.HK)  -0.300 (-0.477%)    Short selling $17.85M; Ratio 22.366%   、新東方-S(09901.HK)  +1.360 (+3.025%)    Short selling $76.80M; Ratio 41.048%   、山東墨龍(0568.HK)、牧原股份(02714.HK)  -1.320 (-3.067%)  

首日上市:勝宏科技(02476.HK)
********************************************************************************************
4月22日(星期三)

印尼央行宣布議息結果,料維持指標利率4.75%
澳洲3月Westpac領先指標月率|前值:跌0.09%
南韓3月PPI年率|前值:升2.4%
日本3月未季調商品貿易賬|預測:順差10,676億日圓|前值:修訂後順差443億日圓
日本3月季調後商品貿易賬|預測:順差2,561億日圓|前值:逆差3742億日圓
英國3月CPI月率|前值:升0.4%
英國3月CPI年率|前值:升3%
英國3月核心CPI年率|前值:升3.2%
英國3月零售物價指數月率|前值:升0.4%
英國3月零售物價指數年率|前值:升3.6%
歐元區4月消費者信心指數初值|前值:負16.3
美國上周MBA按揭申請宗數|前值:升1.8%

業績:特斯拉(TSLA.US)      、泛林集團(LRCX.US)      、GE Vernova(GEV.US)      、IBM
(IBM.US)      、波音(BA.US)      、AT&T(T.US)      、德州儀器(TXN.US)      、金沙集團(LVS.US)      、聯合航空(UAL.US)      、菲利普莫里斯(PM.US)      ;中海油服(02883.HK)  -0.040 (-0.446%)    Short selling $4.88M; Ratio 10.869%   、恒瑞醫藥(01276.HK)  -2.150 (-3.136%)    Short selling $60.68M; Ratio 27.966%  
********************************************************************************************
4月23日(星期四)

菲律賓央行宣布議息結果,料維持指標利率4.25%
澳洲4月標普製造業PMI初值|前值:49.8
澳洲4月標普服務業PMI初值|前值:46.3
南韓首季GDP季率初值|預測:轉升0.7%|前值:跌0.2%
南韓首季GDP年率初值|預測:升2.6%|前值:升1.6%
日本4月標普製造業PMI初值|前值:51.6
日本4月標普服務業PMI初值|前值:53.4
台灣3月工業產出年率|預測:升23%|前值:升17.83%
台灣3月失業率|預測:3.33%|前值:3.33%
英國3月公共部門淨借款|前值:143億英鎊
新加坡3月CPI年率|預測:升1.8%|前值:升1.2%
印度4月製造業PMI初值|前值:53.9
印度4月服務業PMI初值|前值:57.5
香港最新失業率|前值:3.8%
香港3月CPI年率|前值:升1.7%
法國4月標普製造業PMI初值|前值:50
法國4月標普服務業PMI初值|前值:48.8
法國4月製造業信心|前值:99
德國4月標普製造業PMI初值|前值:52.2
德國4月標普服務業PMI初值|前值:50.9
歐元區4月標普製造業PMI初值|前值:51.6
歐元區4月標普服務業PMI初值|前值:50.2
英國4月標普製造業PMI初值|前值:51
英國4月標普服務業PMI初值|前值:50.3
美國上週首次申領失業金人數|預測:21萬|前值:20.7萬人
美國4月標普製造業PMI初值|預測52.8|前值:52.3
美國4月標普服務業PMI初值|預測50|前值:49.8
加拿大3月工業品價格月率|前值:升0.4%
加拿大3月原材料價格月率|前值:升0.6%

業績:英特爾(INTC.US)      、SAP(SAP.US)      、美國運通(AXP.US)      、洛歇馬丁(LMT.US)      、美國航空(AAL.US)      、Honeywell(HON.US)      、Comcast(CMCSA.US)      、貝克休斯(BKR.US)      、西南航空(LUV.US)      、陶氏化學(DOW.US)      、好未來(TAL.US)      ;中電信(00728.HK)  +0.010 (+0.204%)    Short selling $45.17M; Ratio 27.887%   、中海外宏洋(00081.HK)  -0.020 (-0.738%)    Short selling $2.02M; Ratio 13.446%   、中鋁(02600.HK)  -0.250 (-1.903%)    Short selling $21.00M; Ratio 6.298%   、中國建築國際(03311.HK)  -0.050 (-0.572%)    Short selling $21.01M; Ratio 26.619%   、平安好醫生(01833.HK)  -0.190 (-1.552%)    Short selling $18.58M; Ratio 28.312%   、諾誠健華(09969.HK)  -0.110 (-0.695%)    Short selling $19.36M; Ratio 17.314%   、沃爾核材(09981.HK)  +0.300 (+1.521%)   、國民技術(02701.HK)  +0.080 (+0.634%)  

首日上市:華勤技術(03296.HK)
********************************************************************************************
4月24日(星期五)

俄羅斯央行公布議息結果,前值為15%
英國4月GfK消費者信心|前值:負21
日本3月全國CPI年率|預測:升1.4%|前值:升1.3%
日本3月核心通脹年率|預測:升1.8%|前值:升1.6%
日本3月服務業PPI|前值:升2.7%
*日本2月領先指數終值:初值112.4
*日本2月同步指數終值:初值116.3
法國4月消費者信心|前值:89
英國3月零售銷售年率|前值:升2.5%
英國3月零售銷售月率|前值:跌0.4%
德國4月IFO商業景氣指數|前值:86.4
德國4月IFO商業現況指數|前值:86.7
德國4月IFO商業預期指數|前值:86
*德國3月進口價格指數月率|前值:升0.3%
*德國3月進口價格指數年率|前值:跌2.3%
美國4月密歇根大學消費者信心指數終值|初值:47.6
加拿大2月零售銷售月率|預測:升0.9%|前值:升1.1%

業績:寶潔(PG.US)      ;中國神華(01088.HK)  -0.100 (-0.217%)    Short selling $237.51M; Ratio 51.393%   、中信証券(06030.HK)  -0.340 (-1.248%)    Short selling $12.39M; Ratio 6.453%   、國藥控股(01099.HK)  -0.420 (-2.025%)    Short selling $18.21M; Ratio 33.690%   、洛鉬(03993.HK)  -0.280 (-1.428%)    Short selling $183.43M; Ratio 22.299%   、長汽(02333.HK)  -0.270 (-2.009%)    Short selling $23.19M; Ratio 9.300%   、中興(0763.HK)、金風科技(02208.HK)  +0.210 (+1.373%)    Short selling $128.90M; Ratio 16.706%   、招金礦業(01818.HK)  -1.680 (-5.141%)    Short selling $119.18M; Ratio 31.764%   、香港寬頻(01310.HK)  -0.070 (-0.861%)    Short selling $262.82K; Ratio 5.669%   、華潤建材科技(01313.HK)  -0.020 (-1.307%)    Short selling $2.24M; Ratio 20.718%   、赤峰黃金(06693.HK)  -1.180 (-2.791%)    Short selling $46.50M; Ratio 17.482%   、國泰海通(02611.HK)  -0.160 (-1.089%)    Short selling $24.27M; Ratio 23.371%   、馬鋼(00323.HK)  +0.070 (+2.574%)    Short selling $2.35M; Ratio 11.690%  

*最快當日公布


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