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小智港美股早報 | 7月21日

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昨夜行情

大公司頭條

富國、大摩接連下調蘋果目標價,強調長期看好。

美聯航疫情後首度報告盈利,下修航班增速指引。

特斯拉維持長期交付增長目標,二季度拋售75%比特幣持倉。

福特汽車傳言將推出8000人裁員。

谷歌宣佈未來兩週暫停招聘。

脫水研報

中金:維持海豐國際(01308)“跑贏行業”評級 目標價38.6港元。

野村:保險股估值極具吸引力 看好中國平安(02318)、中國人保(01339)。

花旗:下調中國光大控股(00165)目標價至7.4港元 評級降至“中性”。

小摩:維持耐世特(01316)“中性”評級 目標價4.6港元。

大摩:維持耐世特(01316)“增持”評級 目標價7.5港元。

花旗:新能源車行業首選比亞迪股份(01211) 目標價640港元。

瑞銀:維持港交所(00388)“買入”評級 目標價480港元。

國金證券:維持信達生物(01801)“買入”評級 GLP-1產品Mazdutide達到主要臨牀終點。

瑞信:重申藥明生物(02269)“跑贏大市”評級 目標價110港元。

中泰國際:重申粵豐環保(01381)“買入”評級 目標價上調至5.6港元。

宏觀頭條

李克強:不會爲了過高增長目標而出臺超大規模刺激措施、超發貨幣、預支未來。

普京:北溪管道將恢復向歐供氣,若渦輪機無法抵達,將僅以20%的產能運行;俄媒:“歐洲最大核電站”遭烏克蘭無人機襲擊。

特斯拉Q2收入盈利增速遠低於Q1,但超預期,重申年均交付增速將達50%,拋售75%比特幣,特斯拉上海工廠完成產能升級,年產能超75萬輛;股價盤後漲超4%後回吐漲幅。

意大利執政聯盟走到崩塌邊緣,重要黨派僵持不下,德拉吉可能週四確認辭職。

鄭州計劃設立地產紓困基金,參與問題樓盤盤活、困難房企救助等解圍紓困工作;濟南歷城區住建局:化解房企和總包矛盾,幫助企業爭取預售監管資金;福州一地土拍要求“現房銷售”,購房5年限售,限最高溢價率20%;陝西鹹陽住建局:一個科室幫扶一家房企,力爭按期交房。

“北交所一哥”貝特瑞董事長賀雪琴因涉嫌證券市場內幕交易收到了來自證監會及其派出機構的立案告知書。

硅料供不應求,價格漲至31萬元/噸。

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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