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下周備忘
4月27日(星期一)中國首三月規模以上工業企業利潤年率|前值(首兩月):升15.2%新加坡3月季調後工業產出月率|預測:升0.5%%|前值:跌7.2%新加坡3月工業產出年率|預測:升6.2%|前值:跌0.1%日本2月領先指標終值|初值:112.4日本2月同步指標終值|初值:116.3德國5月Gfk消費者信心指數|預測:負30|前值:負28*德國3月零售銷售月...
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4月27日(星期一)
中國首三月規模以上工業企業利潤年率|前值(首兩月):升15.2%
新加坡3月季調後工業產出月率|預測:升0.5%%|前值:跌7.2%
新加坡3月工業產出年率|預測:升6.2%|前值:跌0.1%
日本2月領先指標終值|初值:112.4
日本2月同步指標終值|初值:116.3
德國5月Gfk消費者信心指數|預測:負30|前值:負28
*德國3月零售銷售月率|預測:升0.8%|前值:修訂至跌0.5%
*德國3月未季調零售銷售年率|預測:升0.5%|前值:修訂至升0.8%
美國4月達拉斯聯儲商業活動指數|前值:跌0.2%

業績:Verizon(VZ.US)      ;海爾智家(06690.HK)  +0.120 (+0.581%)    Short selling $209.32M; Ratio 38.218%   、青啤(00168.HK)  -0.150 (-0.292%)    Short selling $10.93M; Ratio 9.140%   、藥明康德(02359.HK)  +1.000 (+0.815%)    Short selling $106.41M; Ratio 28.866%   、中煤能源(01898.HK)  +0.030 (+0.217%)    Short selling $44.43M; Ratio 14.741%   、劍橋科技(06166.HK)  -18.200 (-12.543%)   、中遠海能(01138.HK)  -0.050 (-0.276%)    Short selling $14.60M; Ratio 4.756%   、福萊特玻璃(06865.HK)  +0.060 (+0.610%)    Short selling $1.16M; Ratio 7.698%   、廣發証券(01776.HK)  -0.310 (-1.810%)    Short selling $3.67M; Ratio 3.800%   、海天味業(03288.HK)  +0.040 (+0.111%)    Short selling $1.26M; Ratio 1.975%   、瀾起科技(06809.HK)  -1.800 (-0.784%)   、納芯微(02676.HK)  +12.800 (+9.001%)   、天齊鋰業(09696.HK)  +3.450 (+6.053%)    Short selling $114.48M; Ratio 12.380%   、時代電氣(03898.HK)  +0.160 (+0.433%)    Short selling $9.81M; Ratio 13.308%   、北京汽車(01958.HK)  0.000 (0.000%)    Short selling $2.77M; Ratio 42.169%   、均勝電子(00699.HK)  -0.290 (-1.669%)  
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4月28日(星期二)
日本央行議息,料維持指標利率0.75%不變
英國4月BRC店舖價格指數年率|前值:升1.2%
日本3月失業率|預測:2.6%|前值:2.6%
日本3月求才求職比|預測:1.18|前值:1.19
日本3月機械工具訂單年率終值|初值:升28.1%
香港3月出口年率|前值:升24.7%
香港3月進口年率|前值:升29.9%
印度3月工業產出|預測:升3.1%|前值:升5.2%
意大利3月PPI月率|前值:跌0.8%
意大利3月PPI年率|前值:跌3.7%
美國2月FHFA房價指數月率|前值:升0.1%
美國2月S&P/CS20座大城市季調後房價指數月率|前值:升0.16%
美國2月S&P/CS20座大城市未季調房價指數年率|前值:升1.18%
美國4月里士滿聯儲製造業指數|前值:0
美國4月諮商會消費者信心指數|預測:89.3|前值:91.8

業績:Visa(V.US)      、可口可樂(KO.US)      、T-Mobile(TMUS.US)      、英國石油、星巴克(SBUX.US)      、Spotify(SPOT.US)      、聯合包裹(UPS.US)      、宣偉公司(SHW.US)      、億滋(MDLZ.US)      、希爾頓酒店(HLT.US)      、巴克萊銀行、通用汽車(GM.US)      、Robinhood(HOOD.US)      ;中石化(00386.HK)  +0.020 (+0.438%)    Short selling $124.51M; Ratio 32.625%   、比亞迪(01211.HK)  -2.300 (-2.222%)    Short selling $1.11B; Ratio 37.051%   、招商銀行(03968.HK)  -0.650 (-1.273%)    Short selling $132.35M; Ratio 33.082%   、中海油(00883.HK)  +0.240 (+0.868%)    Short selling $477.93M; Ratio 19.335%   、中國平安(02318.HK)  +0.250 (+0.412%)    Short selling $306.09M; Ratio 22.598%   、萬洲(00288.HK)  -0.020 (-0.189%)    Short selling $62.00M; Ratio 19.504%   、比亞迪電子(00285.HK)  +0.080 (+0.298%)    Short selling $106.24M; Ratio 36.589%   、康希諾生物(06185.HK)  +0.260 (+0.798%)    Short selling $931.05K; Ratio 5.601%   、皖通高速(00995.HK)  +0.150 (+0.904%)    Short selling $25.26M; Ratio 37.107%   、重慶銀行(01963.HK)  +0.070 (+0.836%)    Short selling $385.99K; Ratio 5.824%   、青島銀行(03866.HK)  +0.020 (+0.422%)    Short selling $323.96K; Ratio 3.466%   、中廣核電力(01816.HK)  -0.040 (-1.166%)    Short selling $26.37M; Ratio 17.975%   、奇瑞汽車(09973.HK)  -0.660 (-2.070%)    Short selling $28.99M; Ratio 10.735%   、中集集團(02039.HK)  -0.020 (-0.196%)    Short selling $12.17M; Ratio 35.734%   、中國太保(02601.HK)  +0.180 (+0.559%)    Short selling $18.28M; Ratio 6.825%   、重農行(03618.HK)  0.000 (0.000%)    Short selling $3.47M; Ratio 7.989%   、大唐發電(00991.HK)  -0.040 (-1.521%)    Short selling $1.74M; Ratio 6.244%   、復星醫藥(02196.HK)  -0.080 (-0.396%)    Short selling $2.27M; Ratio 5.658%   、飛速創新(03355.HK)  -1.880 (-4.034%)   、粵海投資(00270.HK)  -0.060 (-0.740%)    Short selling $3.68M; Ratio 9.717%   、海信家電(00921.HK)  +0.340 (+1.639%)    Short selling $3.02M; Ratio 23.610%   、華電(01071.HK)  -0.020 (-0.460%)    Short selling $4.88M; Ratio 17.954%   、華能(00902.HK)  +0.020 (+0.315%)    Short selling $44.01M; Ratio 16.103%   、江西銅業(00358.HK)  +0.160 (+0.431%)    Short selling $7.58M; Ratio 3.458%   、金力永磁(06680.HK)  -0.700 (-3.500%)    Short selling $2.67M; Ratio 1.460%   、康龍化成(03759.HK)  +0.020 (+0.097%)    Short selling $9.53M; Ratio 7.280%   、榮昌生物(09995.HK)  -0.500 (-0.478%)    Short selling $31.58M; Ratio 10.380%   、順豐控股(06936.HK)  +0.060 (+0.170%)    Short selling $1.40M; Ratio 6.587%   、中石化油服(01033.HK)  -0.020 (-2.410%)    Short selling $2.62M; Ratio 4.388%   、中國外運(00598.HK)  +0.010 (+0.194%)    Short selling $5.26M; Ratio 33.039%   、泰格醫藥(03347.HK)  +0.440 (+1.064%)    Short selling $6.45M; Ratio 9.369%   、勝宏科技(02476.HK)  -2.200 (-0.692%)   、兗礦能源(01171.HK)  +0.080 (+0.525%)    Short selling $126.09M; Ratio 18.418%   、中聯重科(01157.HK)  +0.100 (+1.222%)    Short selling $890.82K; Ratio 1.594%  

首日上市:曦智科技-P(01879.HK)、邁威生物-B(02493.HK)
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4月29日(星期三)
日本假期休市
泰國央行議息,料維持指標利率1%不變
加拿大央行議息,料維持指標利率2.25%不變
澳洲3月未季調CPI年率|預測:升4.8%|前值:升3.7%
澳洲首季CPI季率|預測:升1.4%|前值:升0.6%
意大利4月Istat消費者信心指數|預測:90|前值:92.6
意大利4月Istat經濟情緒指數|前值:97.3
意大利4月Istat製造業信心指數|前值:88.8
歐元區3月貨幣供應M3年率|前值:升3%
歐元區3月M3貨幣供應年率|前值:升3%
歐元區4月經濟景氣指數|預測:95.8|前值:96.6
歐元區4月工業景氣指數|預測:負8.7|前值:負7
歐元區4月服務業景氣指數|預測:3.5|前值:4.9
歐元區4月消費者信心指數終值|初值:負20.6
德國4月CPI月率初值|預測:升0.7%|前值:升1.1%
德國4月CPI年率初值|預測:升3%|前值:升2.7%
德國4月調和CPI月率初值|預測:升1%|前值:升1.2%
德國4月調和CPI年率初值|預測:升3.3%|前值:升2.8%
美國上周MBA按揭申請宗數|前值:升7.9%
美國3月批發庫存月率|前值:升0.8%
美國3月新屋開工總數年化|預測:140萬戶|前值:148.7萬戶
美國3月耐用品訂單月率初值|預測:升0.5%|前值:跌1.3%
美國3月營建許可總數|預測:139萬戶|前值:138.6萬戶
美國3月扣除運輸的耐用品訂單月率初值|預測:升0.4%|前值:升0.9%
美國3月新屋開工年化月率|前值:升7.2%
美國3月扣除飛機非國防資本耐用品訂單月率|預測:升0.7%|前值:升0.7%
美國3月營建許可月率|前值:跌4.7%

業績:Alphabet(GOOGL.US)      、微軟(MSFT.US)      、亞馬遜(AMZN.US)      、Meta(META.US)      、艾伯維(ABBV.US)      、福特汽車(F.US)      、eBAY(EBAY.US)      、阿斯利康(AZN.US)      、高通(QCOM.US)      、星展集團、瑞銀、再生元(REGN.US)      、平治、德銀;農業銀行(01288.HK)  +0.020 (+0.324%)    Short selling $93.91M; Ratio 29.168%   、中國銀行(03988.HK)  +0.010 (+0.195%)    Short selling $230.37M; Ratio 28.922%   、交通銀行(03328.HK)  +0.070 (+0.955%)    Short selling $65.02M; Ratio 43.450%   、中銀香港(02388.HK)  0.000 (0.000%)    Short selling $72.81M; Ratio 26.254%   、建設銀行(00939.HK)  +0.120 (+1.359%)    Short selling $521.81M; Ratio 23.697%   、中國人壽(02628.HK)  +0.360 (+1.343%)    Short selling $310.39M; Ratio 33.293%   、中國海外發展(00688.HK)  -0.160 (-1.276%)    Short selling $90.87M; Ratio 33.413%   、吉利汽車(00175.HK)  -0.640 (-2.705%)    Short selling $274.01M; Ratio 11.260%   、港交所(00388.HK)  -0.600 (-0.146%)    Short selling $185.95M; Ratio 15.181%   、工商銀行(01398.HK)  +0.080 (+1.114%)    Short selling $638.75M; Ratio 35.160%   、中國石油股份(00857.HK)  +0.230 (+2.072%)    Short selling $530.20M; Ratio 28.319%   、長飛光纖光纜(06869.HK)  -12.600 (-5.408%)    Short selling $363.55M; Ratio 10.636%   、郵儲銀行(01658.HK)  +0.040 (+0.760%)    Short selling $59.84M; Ratio 26.900%   、美的集團(00300.HK)  -0.350 (-0.391%)    Short selling $119.36M; Ratio 24.259%   、百勝中國(09987.HK)  +5.800 (+1.541%)    Short selling $50.53M; Ratio 30.637%   、民生銀行(01988.HK)  -0.030 (-0.806%)    Short selling $7.18M; Ratio 8.577%   、新華保險(01336.HK)  +0.320 (+0.656%)    Short selling $91.19M; Ratio 19.078%   、人保集團(01339.HK)  -0.010 (-0.187%)    Short selling $28.22M; Ratio 16.858%   、中國財險(02328.HK)  +0.160 (+1.139%)    Short selling $39.26M; Ratio 11.603%   、中國國航(00753.HK)  -0.030 (-0.607%)    Short selling $10.40M; Ratio 12.016%   、北京北辰實業股份(00588.HK)  0.000 (0.000%)   、中國光大銀行(06818.HK)  -0.040 (-1.258%)    Short selling $5.28M; Ratio 14.694%   、中國銀河(06881.HK)  +0.010 (+0.119%)    Short selling $12.66M; Ratio 10.517%   、中國能建(03996.HK)  0.000 (0.000%)    Short selling $8.52M; Ratio 9.786%   、中交建(01800.HK)  +0.010 (+0.223%)    Short selling $3.06M; Ratio 22.656%   、中國通號(03969.HK)  -0.010 (-0.268%)    Short selling $2.58M; Ratio 18.011%   、東航(00670.HK)  +0.020 (+0.500%)    Short selling $20.04M; Ratio 29.099%   、龍源電力(00916.HK)  -0.040 (-0.628%)    Short selling $41.87M; Ratio 22.678%   、中國鐵建(01186.HK)  0.000 (0.000%)    Short selling $868.42K; Ratio 2.473%   、中國中鐵(00390.HK)  -0.040 (-0.973%)    Short selling $28.53M; Ratio 51.124%   、南航(01055.HK)  +0.040 (+0.980%)    Short selling $14.09M; Ratio 26.554%   、萬科(02202.HK)  -0.010 (-0.345%)    Short selling $3.03M; Ratio 7.829%   、中金公司(03908.HK)  -0.140 (-0.677%)    Short selling $29.80M; Ratio 12.607%   、中信銀行(00998.HK)  +0.060 (+0.725%)    Short selling $28.85M; Ratio 13.227%   、招商證券(06099.HK)  0.000 (0.000%)    Short selling $1.03M; Ratio 5.784%   、中國建材(03323.HK)  0.000 (0.000%)    Short selling $23.02M; Ratio 16.817%   、中船防務(00317.HK)  -0.230 (-1.426%)    Short selling $630.58K; Ratio 1.234%   、海螺水泥(00914.HK)  -0.170 (-0.843%)    Short selling $40.90M; Ratio 20.414%   、中遠海發(02866.HK)  -0.010 (-0.885%)    Short selling $1.26M; Ratio 15.542%   、中遠海控(01919.HK)  +0.180 (+1.235%)    Short selling $98.52M; Ratio 40.917%   、中遠海運港口(01199.HK)  +0.040 (+0.746%)    Short selling $10.13M; Ratio 45.226%   、中國中車(01766.HK)  -0.030 (-0.589%)    Short selling $6.51M; Ratio 16.241%   、中信建投証券(06066.HK)  -0.010 (-0.093%)    Short selling $2.64M; Ratio 8.357%   、中國中免(01880.HK)  -1.200 (-1.832%)    Short selling $1.35M; Ratio 2.709%   、浙商銀行(02016.HK)  +0.010 (+0.407%)    Short selling $3.69M; Ratio 16.239%   、東方證券(03958.HK)  +0.030 (+0.503%)    Short selling $4.03M; Ratio 6.658%   、東方電氣(01072.HK)  -1.640 (-3.846%)    Short selling $166.52M; Ratio 23.410%   、東鵬飲料(09980.HK)  -0.400 (-0.195%)   、廣汽集團(02238.HK)  -0.050 (-1.613%)    Short selling $4.77M; Ratio 9.968%   、贛鋒鋰業(01772.HK)  +6.900 (+9.182%)    Short selling $108.33M; Ratio 7.526%   、兆易創新(03986.HK)  -2.200 (-0.487%)   、HTSC(06886.HK)  -0.100 (-0.625%)    Short selling $11.45M; Ratio 19.120%   、華新建材(06655.HK)  +0.420 (+2.503%)    Short selling $1.07M; Ratio 3.426%   、寧滬高速(00177.HK)  +0.060 (+0.568%)    Short selling $9.07M; Ratio 33.512%   、三花智控(02050.HK)  +0.660 (+2.200%)    Short selling $45.40M; Ratio 14.263%   、三一重工(06031.HK)  -0.120 (-0.566%)    Short selling $6.53M; Ratio 22.691%   、山東黃金(01787.HK)  +0.220 (+0.724%)    Short selling $16.81M; Ratio 5.476%   、賽力斯(09927.HK)  -1.950 (-2.401%)    Short selling $8.69M; Ratio 12.259%   、上海電氣(02727.HK)  -0.070 (-1.772%)    Short selling $4.41M; Ratio 5.230%   、上海醫藥(02607.HK)  -0.040 (-0.337%)    Short selling $1.33M; Ratio 6.433%   、上海復旦(01385.HK)  -0.920 (-2.068%)    Short selling $12.87M; Ratio 4.012%   、上石化(00338.HK)  +0.020 (+1.653%)    Short selling $2.35M; Ratio 12.981%   、濰柴動力(02338.HK)  +0.180 (+0.509%)    Short selling $174.77M; Ratio 33.539%   、新華文軒(00811.HK)  +0.020 (+0.191%)    Short selling $2.10M; Ratio 24.862%  

首日上市:商米科技-W(06810.HK)
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2026年4月30日(星期四)
美國聯儲局公布議息結果,料維持聯邦基金利率目標範圍在3.5%至3.75%不變
英倫銀行議息,料維持指標利率3.75%不變
歐洲央行議息,料維持三大利率不變,存款機制利率保持在2%,主要再融資利率為2.15%,邊際貸款利率為2.4%
新西蘭4月ANZ商業信心|前值:32.5
澳洲3月私營企業貸款月率|預測:升0.6%|前值:升0.6%
澳洲3月私營企業貸款年率|前值:升7.8%
南韓3月工業產出年率|預測:升4%|前值:跌2.2%
南韓3月季調後工業產出月率|預測:升0.6%|前值:升5.4%
日本3月零售銷售年率|預測:升1%|前值:修訂後跌0.1%
日本3月季調後零售銷售月率|預測:升0.8%|前值:跌2%
日本3月工業產出月率初值|預測:升1.3%|前值:跌2%
日本3月工業產出年率初值|預測:升2.3%|前值:升0.4%
日本3月新屋開工年率|預測:跌28.4%|前值:跌4.9%
日本3月年化新屋動工|預測:75萬間|前值:75.1萬間
日本4月家庭消費者信心指數|前值:33.3
中國4月官方製造業PMI|預測:50.1|前值:50.4
中國4月官方非製造業PMI|預測:49.9|前值:50.1
中國4月官方綜合PMI|前值:50.5
中國4月RatingDog製造業PMI|預測:51|前值:50.8
新加坡3月季調後失業率|前值:2%
台灣首季GDP年率初值|預測:升11%|前值:升12.65%
法國3月家庭消費支出月率|前值:跌1.4%
法國3月家庭消費支出年率|前值:跌1.5%
法國首季GDP季率初值|預測:升0.2%|前值:升0.2%
法國首季GDP年率初值|預測:升1.2%|前值:升1.2%
法國4月調和HICP月率初值|預測:升1%|前值:升1.1%
法國4月調和HICP年率初值|預測:升2.3%|前值:升2%
法國4月CPI月率初值|前值:升1%
法國4月CPI年率初值|預測:升2%|前值:升1.7%
法國3月PPI月率|前值:跌0.2%
法國3月PPI年率|前值:跌2.4%
意大利首季GDP季率初值|預測:升0.2%|前值:升0.3%
意大利首季GDP年率初值|前值:升0.8%
意大利3月失業率|預測:5.3%|前值:5.3%
意大利4月調和HICP年率初值|預測:升1.9%|前值:升1.6%
意大利4月調和HICP月率初值|前值:升1.7%
意大利4月CPI年率初值|前值:升1.7%
意大利4月CPI月率初值|前值:升0.5%
德國4月季調後失業人數變化|預測:增2.5萬人|前值:無起跌
德國4月季調後失業率|預測:6.3%|前值:6.3%
德國首季季調後GDP季率初值|預測:升0.2%|前值:升0.3%
德國首季未季調GDP年率初值|前值:升0.6%
德國首季工作日調整後GDP年率初值|預測:升0.3%|前值:升0.4%
歐元區首季GDP季率初值|預測:升0.2%|前值:升0.2%
歐元區首季GDP年率初值|預測:升0.9%|前值:升1.2%
歐元區4月HICP年率初值|預測:升2.9%|前值:升2.6%
歐元區4月HICP月率初值|預測:升0.9%|前值:升1.3%
歐元區4月核心CPI年率初值預測:升2.2%|前值:升2.3%
歐元區3月失業率|預測:6.2%|前值:6.2%
美國3月個人收入月率|預測:升0.4%|前值:跌0.1%
美國3月個人支出月率|預測:升0.9%|前值:升0.5%
美國3月PCE物價指數月率|預測:升0.7%|前值:升0.4%
美國3月實際個人消費支出月率|前值:升0.1%
美國3月PCE物價指數年率|預測:升3.5%|前值:升2.8%
美國3月核心個人消費支出物價指數月率|預測:升0.3%|前值:升0.4%
美國3月核心個人消費支出物價指數年率|預測:升3.2%|前值:升3%
美國上周首次申領失業金人數|前值:21.4萬人
美國首季勞工成本指數季率|預測:升0.8%|前值:升0.7%
美國首季實際GDP年化季率初值|預測:升2%|前值:升0.5%
美國首季實際個人消費支出季率初值|預測:升1.6%|前值:升1.9%
美國首季GDP平減指數初值|前值:升3.7%
美國首季核心個人消費支出物價指數季率初值|前值:升2.7%
美國4月芝加哥PMI|前值:52.8
美國3月諮商會領先指標月率
加拿大2月GDP年率|預測:升1%|前值:升0.6%
加拿大2月GDP月率|預測:升0.2%|前值:升0.1%

業績:蘋果(AAPL.US)      、Stellantis(STLA.US)      、SanDisk(SNDK.US)      、信諾(CI.US)      、AIG(AIG.US)      、禮來(LLY.US)      、萬事達(MA.US)      、卡特彼勒(CAT.US)      、默沙東(MRK.US)      、安進(AMGN.US)      、百時美施貴寶(BMY.US)      、康菲石油(COP.US)      、西部數據(WDC.US)      ;普拉達(01913.HK)  -0.240 (-0.636%)    Short selling $12.55M; Ratio 24.416%   、浙江滬杭甬(00576.HK)  +0.020 (+0.264%)    Short selling $1.29M; Ratio 3.119%  
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
2026年5月1日(星期五)
中國內地、香港、台灣、南韓、印尼、泰國、新加坡、馬來西亞、法國及德國假期休市
新西蘭4月ANZ消費者信心|前值:91.3
新西蘭3月營建許可月率|前值:升2.7%
澳洲4月標普製造業PMI終值|初值:51
澳洲首季PPI季率|前值:升0.8%
澳洲首季PPI年率|前值:升3.5%
日本4月東京CPI年率|預測:升1.7%|前值:升1.4%
日本4月東京核心CPI年率|預測:升1.8%|前值:升1.7%
日本4月標普製造業PMI終值|初值:54.9
南韓4月貿易賬初值|預測:順差240.5億美元|前值:修訂後順差262.39億美元
南韓4月出口年率|預測:升46.7%|前值:修訂後升49.2%
南韓4月進口年率|預測:升15%|前值:升13.2%
澳門4月賭收年率|前值:升15%
瑞士3月實際零售銷售年率|前值:升0.9%
英國4月Nationwide房價指數月率|前值:升0.9%
英國4月Nationwide房價指數年率|前值:升2.2%
英國3月央行抵押貸款餘額|前值:淨增48億英鎊
英國3月央行批出抵押貸款許可|前值:6.26萬宗
英國3月M4貨幣供應月率|前值:升0.6%
英國3月M4貨幣供應年率|前值:升3.6%
英國4月製造業PMI終值|初值:53.6
美國4月標普製造業PMI終值|初值:54
美國4月ISM製造業PMI|預測:53.3|前值:52.7
美國4月ISM製造業物價支付指數|預測:82|前值:78.3
美國4月ISM新訂單指數|預測:55|前值:53.5
加拿大4月標普製造業PMI|前值:50

業績:埃克森美孚(XOM.US)      、雪佛龍(CVX.US)      、Estee Lauder(EL.US)     

*最快當日公布


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