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小智港美股早報 | 7月25日

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昨夜行情

大公司頭條

色拉布崩跌近40%。

業績慘淡,威瑞森創2008年來最大跌幅。

推特Q2業績下滑,將繼續施壓馬斯克完成交易。

大衆集團CEO意外提前辭職。

亞馬遜公關與政策主管跳槽至愛彼迎。

脫水研報

裏昂:維持維達國際(03331)“買入”評級 目標價25港元。

安信國際:維持長城汽車(02333)“買入”評級 目標價24港元。

中金:維持華潤置地(01109)“跑贏行業”評級 目標價降至45.19港元。

野村:內銀股次季盈利增長或放緩 首選招商銀行(03968)及郵儲銀行(01658)。

裏昂:重申京東方精電(00710)“買入”評級 目標價上調至23港元。

瑞銀:維持騰訊(00700)“買入”評級 目標價420港元。

野村:維持友邦保險(01299)“買入”評級 目標價上調至95.36港元。

瑞信:啤酒股最新評級及目標價(表) 首選華潤啤酒(00291)。

大摩:維持快手-W(01024)“增持”評級 目標價100港元。

小摩:水泥股最新評級及目標價(表) 復甦或於四季度纔出現。

宏觀頭條

國務院聯防聯控機制:接種新冠疫苗不會引起白血病和糖尿病;我國奧密克戎變異株疫苗研發工作正穩步快速推進;現職黨和國家領導人都已完成國產新冠疫苗接種。

數字人民幣下一步頂層制度設計明確,將建立信息隔離機制和處罰機制;範一飛:夯實數字人民幣發展的法治基礎,持續完善數字人民幣技術標準。

問天實驗艙發射圓滿成功,與天和核心艙組合體在軌完成交會對接。

C919大型客機圓滿完成全部試飛任務。

WHO宣佈猴痘成爲“國際關注的突發公共衛生事件”,和新冠疫情同爲WHO最高級別預警。

與聯合國簽署糧食出口協議後,烏克蘭指俄羅斯襲擊出口港敖德薩,土耳其稱該港裝卸能力未受襲擊影響,俄方表示與襲擊無關。

馬斯克被指曾與多年好友谷歌創始人布林之妻有染,因此布林提出離婚、拋售對馬斯克公司投資。

澳新銀行:預計美聯儲加息75個基點不太可能推升美元至新高。

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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