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小智港美股早報 | 7月22日

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大公司頭條

通脹擠壓消費者履約能力,AT&T一度創下2002年後最大單日跌幅。

色拉布交出上市後最弱財報,盤後暴跌25%。

亞馬遜作價39億美元收購One Medical。

馬斯克重要副手、得州工廠負責人遭到內部調查。

福特汽車發佈動力電池增產計劃,與寧德時代達成戰略合作。

脫水研報

渣打集團(02888)將於下週五披露中報 大行更新評級及目標價(表)。

港股下半年買什麼?東方證券:消費、資訊科技和醫療保健。

麥格理:維持美團-W(03690)“跑贏大市”評級 目標價升至226港元。

光大證券:予騰盛博藥-B(02137)“買入”評級 目標價19.5港元。

美銀證券:重申金界控股(03918)“買入”評級 目標價下調10%至10.4港元。

瑞信:維持中石化(00386)“中性”評級 目標價3.8港元。

裏昂:重申騰訊(00700)“買入”評級 目標價下調至575港元。

大摩:香港電信股最新評級及目標價(表) 首選香港電訊-SS(06823)。

大摩:維持金沙中國(01928)“增持”評級 目標價22港元。

大摩:維持友邦保險(01299)“增持”評級 目標價降至111港元。

宏觀頭條

銀保監會:河南安徽村鎮銀行啓動10萬元以下墊付;支持地方更加有力推進保交樓、保民生、保穩定;實施差別化住房信貸政策,穩妥化解房地產領域風險。

歐央行如期十一年來首度加息、幅度50個基點超預期,推出反金融分裂新工具購債;拉加德預計通脹維持高位、適合繼續加息,但放棄利率前瞻指引。

意大利總統接受總理德拉吉辭呈,解散議會,9月25日提前大選。

俄羅斯輸歐重要天然氣管線恢復送氣,達到維修前水平,德國能源監管機構稱送氣量高於預期;德國宣佈新能源安全方案,收緊天然氣儲備計劃。

無懼加息浪潮,日本央行按兵不動,維持10年期國債收益率目標0%,行長稱目前根本沒考慮加息。

Snap二季度業績不及預期、計劃放緩招聘,盤後暴跌超20%。

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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