小智港美股早報 | 7月28日
最新行情

大公司頭條
推特將在全球縮減辦公空間,無裁員計劃。
Meta二季度業績及指引均遜於預期。
高通對本財季的業績預期不佳,加劇了關於需求放緩的擔憂。
福特汽車第二季度營收超預期。
脫水研報
大摩:仍看好保險科技行業 給予衆安在線(06060)“跑贏大盤”評級。
恆生銀行(00011)將於下週一公佈中報 大行更新評級及目標價(表)。
大摩:予李寧(02331)“增持”評級 市場份額將持續增長。
大摩:依託直播電商,快手-W(01024)股價具備長期增長潛力。
富瑞:維持阿裏巴巴-SW(09988)“買入”評級 目標價224港元。
花旗:維持歐舒丹(00973)“買入”評級 目標價35.3港元。
裏昂:中資電信股首選中國電信(00728)及中國移動(00941)。
野村:維持藥明康德(02359)“買入”評級 目標價下調至171.11港元。
大摩:維持快手-W(01024)“增持”評級 目標價100港元。
大和:看好中國財險(02328)及友邦保險(01299) 評級均予“買入”。
宏觀頭條
美聯儲如期加息75個基點,稱支出和生產指標走軟,鮑威爾順勢“放鴿”:或放慢加息步伐。
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