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小智港美股早報 | 8月2日

最新行情

昨夜行情

大公司頭條

蘋果據稱將發行55億美元債券,爲股票回購和派息提供資金。

英特爾2024年將推出WiFi7,蘋果正逐漸向WiFi6E過渡。

雅詩蘭黛集團據稱正洽談收購Tom Ford,交易價值或超30億美元。

波音股價收漲超6%,創4月27日以來新高。

動視暴雪Q2營收和利潤均大幅下滑。

脫水研報

星展:維持JS環球生活(01691)“買入”評級 目標價11.1港元。

港交所(00388)將於本月17日披露中報 大行更新評級及目標價(表)。

高盛:維持匯豐控股(00005)“買入”評級 目標價70港元。

大摩:維持匯豐控股(00005)“與大市同步”評級 目標價升至61.3港元。

中信證券:維持理想汽車-W(02015)“買入”評級 目標價升至165港元。

瑞信:維持中國人壽(02628)“跑贏大市”評級 目標價15港元。

德邦證券:首予嗶哩嗶哩-SW(09626)“買入”評級 目標價249.14港元。

互聯網平臺超額收益來源由行業Beta向龍頭Alpha切換!國泰君安推薦美團-W(03690)等。

富瑞:維持新東方-S(09901)“買入”評級 目標價升至42港元。

高盛:市場對啤酒股憂慮反映過度 重申華潤啤酒(00291)“買入”評級。

宏觀頭條

中國央行:保持貨幣信貸平穩適度增長,保持房地產信貸、債券等融資渠道穩定,因城施策實施好差別化住房信貸政策。

三部門印發工業領域碳達峯實施方案:推動工業用能電氣化,加快工業綠色微電網建設。

國家衛健委:育齡婦女生育意願走低,十四五期間總人口將負增長。

媒體稱美衆議長佩洛西仍可能竄訪臺灣;外交部正告:中方正嚴陣以待;東部戰區宣佈聽令而戰;南海海域軍事訓練,發出禁止駛入警告。

美國和歐元區7月製造業PMI均創兩年新低,德國6月零售創近三十年最大跌幅。

今日招股

檸萌影視(09857)正在招股,招股價27.75~33.30港元,入場費3363.56港元。

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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