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小智港美股早報 | 8月12日

最新行情

昨夜行情

大公司頭條

蘋果公司已要求組裝商在2022年總計製造2.2億部iPhone。

電動汽車公司Rivian第二季度營收3.64億美元,市場預期3.38億美元。

麥當勞宣佈將在烏克蘭重新開放部分餐廳。

達美樂退出披薩發源地意大利。

馬來西亞電商平臺Treasure Global美國IPO首日收漲345.50%。

橋水基金二季度建倉做多亞馬遜和馬拉鬆石油等17只股票。

脫水研報

高盛:維持華虹半導體(01347)“確信買入”評級 目標價47港元。

華泰證券:維持鴻騰精密(06088)“增持”評級 目標價降至1.22港元。

花旗:香港銀行股最新評級及目標價(表)。

中金:予保誠(02378)“跑贏行業”評級 目標價降至154港元。

裏昂:維持創科實業(00669)“買入”評級 目標價降至104港元。

中信證券:維持舜宇光學(02382)“買入”評級 目標價降至167港元。

中信證券:維持中國光大綠色環保(01257)“買入”評級 目標價2.04港元。

中信證券:維持吉利汽車(00175)“買入”評級 目標價25港元。

中金:維持舜宇光學(02382)“跑贏行業”評級 目標價150.8港元。

野村:重申碧桂園服務(06098)“減持”評級 目標價降至13港元。

宏觀頭條

雷軍演講展示全尺寸人形仿生機器人,發佈小米摺疊機,自動駕駛作爲造車突破方向,宣言2024進入第一陣營。

中芯國際二季度營收同比增長41.6%,續創單季歷史新高,毛利率39.4%。

中汽協:7月汽車銷量同比增29.7%,爲歷年同期最高,環比降3.3%;動力電池裝車量同比增114.2%,環比降超10%,磷酸鐵鋰電池仍佔主導。

美國通脹或見頂:7月PPI環比下降0.5%,爲2020年4月以來首次。

經濟下行風險令OPEC下調原油需求預期,警告本季度出現供應過剩,分析稱這或爲OPEC未來減產鋪路;IEA則稱異常高溫與天然氣危機下,全球石油需求將提振。

MSCI季度調整:天齊鋰業,鹽湖集團,同仁堂新晉納入新興市場指數。

安聯El-Erian:美聯儲不會因CPI放緩而轉鴿,通脹壓力仍然存在。

美聯儲戴利:對於9月份是否需要加息75個基點持開放態度。

今日招股

蘇新服務(02152)正在招股,招股價8.60~9.60港元,入場費4848.38港元。

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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