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小智港美股早報 | 8月29日

最新行情

昨夜行情

大公司頭條

矛頭指向又一家科技巨頭!美國司法部擬對蘋果發起反壟斷訴訟。

新冠疫苗巨頭“掐架”,莫德納起訴輝瑞和BioNTech。

本田汽車因供應鏈中斷,將在9月初削減日本工廠產量至多40%。

重要一步!中美跨境監管合作終於迎來重要節點。

脫水研報

瑞銀:維持福萊特玻璃(06865)“買入”評級 目標價降至42港元。

工商銀行(01398)將於下週二披露中報 大行更新評級及目標價(表)。

麥格理:下調青島啤酒股份(00168)評級至“中性” 目標價降至80港元。

裏昂:維持現代牧業(01117)“買入”評級 目標價降至1.4港元。

麥格理:維持蒙牛乳業(02319)“跑贏大市”評級 目標價上調至46.2港元。

瑞銀:維持ESR(01821)“買入”評級 目標價下調至29港元。

富瑞:維持農夫山泉(09633)“持有”評級 目標價升至43.5港元。

瑞銀:予泡泡瑪特(09992)“買入”評級 目標價降至29.6港元。

富瑞:予名創優品(09896)“買入”評級 目標價上調至22.3港元。

花旗:予中國人壽(02628)“買入”評級 目標價18.5港元。

宏觀頭條

國務院向多個經濟大省派出穩住經濟大盤督導和服務工作組,福建、湖南、山東、湖北、河南已迎來正部級率隊的工作組,保交樓、穩民生據稱是重要工作。

1至7月中國規模以上工業企業利潤同比下降1.1%,汽車行業7月利潤同比增長77.8%,較6月增速加快30.1個百分點。

中美達成審計監管合作協議,中國證監會:若後續合作可滿足監管需求,則有望解決中概股審計監管問題,避免自美被動退市;中美審計監管的直接對象是會計師事務所,而非其審計的上市公司。

四川用電緊張緩解,到週日一般工商業用電全部恢復,週日水電發電能力較比前段低谷回升9.5%。

李克強:中國新能源汽車產業已進入全面市場化拓展期,將繼續以開放的姿態深化新能源汽車產業相關領域的國際合作。

吉利極氪和華爲系問界成爲寧德時代麒麟電池首批合作汽車品牌;寧德時代計劃2023年推出凝聚態電池。

鮑威爾撲滅鴿派轉向希望“鷹聲大作”:歷史強烈警告我們不要過早放鬆政策,可能需要一段時間內保持限制性政策,9月加息幅度取決於數據。

媒體:美國能源部長私下施壓國內大煉油廠,要求減少燃油出口;沙特威脅OPEC+減產是在警告拜登不要恢復伊核協議。

今日招股

樂華娛樂(02306)正在招股,招股價6.80~8.50港元,入場費3434.27港元。

洪九果品(06689)正在招股,招股價40.00~52.00港元,入場費5252.41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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