小智港美股早報 | 8月4日
最新行情
大公司頭條
尚乘數科暴跌超34%,盤中觸發熔斷,市值已低於阿裏。
Meta據稱將進行公司史上首次發債。
埃克森美孚正就轉讓俄羅斯油氣項目股權進行談判。
Lucid再次下調全年交付目標。
業績超預期,莫德納股價大漲約16%。
美媒:特斯拉正開發新版本太陽能屋頂,或今年年底推出。
脫水研報
中國移動(00941)將於下週四披露中報 大行更新評級及目標價(表)。
花旗:維持濰柴動力(02338)“中性”評級 中國重汽(03808)目標價降至11.3港元。
中泰國際:下調信義能源(03868)評級至“增持” 目標價降至4.53港元。
東吳證券:維持理想汽車-W(02015)“買入”評級 目標價196.8港元。
中泰國際:下調信義光能(00968)目標價至13.6港元 評級降至“中性”。
民生證券:維持九毛九(09922)“推薦”評級 上半年淨利預告大幅下滑。
國泰君安:維持中國民航信息網絡(00696)“增持”評級 目標價24.2港元。
大摩:維持港燈-SS(02638)“增持”評級 目標價8.6港元。
星展:上調匯豐控股(00005)目標價至62.4港元 評級升至“買入”。
瑞信:維持濰柴動力(02338)“中性”評級 目標價下調至11.2港元。
宏觀頭條
中國外交部:美方在臺灣問題上背信棄義公然玩火,絕不會有好下場,中方反制措施將堅決有力和有效;“臺獨”分子楊智淵被刑事拘傳審查;大陸暫停對臺灣地區出口天然砂、暫停輸入百餘項臺灣食品;臺島桃園機場8月4日取消40個航班。
中國7月財新服務業PMI升至55.5,爲2021年5月以來最高。
比亞迪7月銷量同比增逾兩倍,突破16萬輛創歷史新高。
上市不到半月漲超200倍後尚乘數科盤中跌超40%,一度暫停交易,香櫞稱並非散戶抱團股。
OPEC+決定9月僅增產10萬桶/日,爲史上最小增幅;美國原油庫存意外猛增、進口量創兩年新高,國際原油盤中跳水轉跌。
德俄就北溪管道渦輪機問題繼續僵持,德國總理稱渦輪機可隨時交付俄方,首次鬆口支持延長核電站壽命。
“鷹王”布拉德:美聯儲將採取強硬措施讓通脹率恢復到2%,經濟有望實現軟着陸。
美聯儲卡什卡利:不管美國經濟是否衰退,高度關注降通脹問題。
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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