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小智港美股早報 | 9月9日

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大公司頭條

特斯拉加大加州超級工廠的招聘力度。

馬斯克:希望特斯拉車主能感受到公司改善服務的努力。

花旗贏得5億美元露華濃轉賬案。

脫水研報

德銀:維持信達生物(01801)“買入”評級 目標價降至41港元。

海通證券:予恆安國際(01044)“優於大市”評級 合理價值44.93-48.14港元。

國泰君安(香港):予康龍化成(03759)“買入”評級 目標價70.31港元。

大和:維持福耀玻璃(03606)“買入”評級 目標價升至64港元。

興業證券:維持海螺環保(00587)“買入”評級 目標價11.76港元。

國信證券:維持中國中藥(00570)“買入”評級 配方顆粒業務短期承壓。

富瑞:予中聯重科(01157)“買入”評級 目標價降至5港元。

花旗:予華潤電力(00836)“買入”評級 目標價22港元。

國信證券:維持康諾亞-B(02162)“買入”評級 CM310兩項註冊性臨牀順利推進。

麥格理:維持騰訊(00700)“跑贏大市”評級 目標價515港元。

宏觀頭條

英女王伊麗莎白二世去世,享年96歲,查爾斯繼位成爲英國國王。

歐央行加息75基點,爲1999年來首次如此大幅加息,大幅上調通脹預期;拉加德稱75基點加息不會成爲常態,未來加息次數可能不會超過5次;媒體隨後稱歐央行不排除10月再加息75基點可能,最早10月討論縮表。

不到三個月,騰訊再遭大股東減持,Naspers旗下Prosus出售112萬股騰訊股票。

國常會:實施階段性減稅政策支持創新,盤活5000多億元專項債限額,優先支持在建項目。

嗶哩嗶哩Q2營收49億元同比增9%,淨虧損擴大至20億元,月活首次突破3億;電話會上稱增長仍然是B站“最重要工作”,廣告業務或長期受影響。

鮑威爾重申:歷史告誡我們不要過早放鬆政策,現在需要強有力行動。

美聯儲埃文斯:平息通脹是首要任務,9月很可能加息75基點。

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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