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小智港美股早報 | 7月18日

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昨夜行情

大公司頭條

推特訴馬斯克案將在7月19日舉行首次聽證會。

富國銀行二季度營爲170.3億美元,預估175.4億美元。

韓媒:三星將從DDR6內存開始應用改良半加成法封裝技術。

脫水研報

中金:短期港股市場可能繼續盤整 關注業績與政策動態。

招商證券:上半年財險頭部企業穩健增長 車險增速復甦態勢強勁 看好中國平安(02318)、中國人壽(02628)。

中信證券:料港股三季度將重新回5月中旬後的趨勢向上 關注基建、半導體、汽車、光伏等板塊。

廣發證券:中期港股上行趨勢更爲確定 建議關注“兼顧反轉與確定性”3條主線。

美銀證券:維持贛鋒鋰業(01772)“買入”評級 目標價104港元。

美銀證券:重申比亞迪股份(01211)“買入”評級 目標價上調至431港元。

美銀證券:重申高鑫零售(06808)“買入”評級 目標價下調17%至4.8港元。

中信證券:維持雅迪控股(01585)“買入”評級 目標價22.6港元。

美銀證券:維持長城汽車(02333)“買入”評級 目標價20港元。

美銀證券:維持兗礦能源(01171)“買入”評級 目標價31港元。

宏觀頭條

易綱:中國央行將加大穩健貨幣政策的實施力度,爲實體經濟提供更有力支持。

銀保監會:依法依規處置河南安徽5家村鎮銀行風險,將陸續啓動5萬元以上客戶墊付工作,支持地方更有力推進“保交樓、保民生、保穩定”工作。

央行主管媒體:多個涉及“停貸”風險樓盤項目復工,各方全力以赴“保交樓”。

本週A股解禁市值逾2433億元,爲今年以來最大規模解禁周;9家首批科創板公司大股東“惜售”,對應市值808億。

會見沙特王室後拜登稱沙特“未來數週”要增產,但沙特未明確表態,外長稱視需求而定,沙特王儲:有能力增產,超過1300萬桶/日沒戲。

美國6月CPI爆表錄得9.1%,但分母端定價已較充分,美聯儲“安撫”7月不會加息100基點,三大股指回收跌幅;週末拜登沙特行涼涼,油價或再上衝。

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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