小智港美股早報 | 8月5日
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脫水研報
中信證券:維持信義玻璃(00868)“買入”評級 目標價20港元。
花旗:重申比亞迪股份(01211)“買入”評級 目標價640港元。
中信證券:維持信義光能(00968)“增持”評級 目標價16港元。
中信證券:維持浪潮國際(00596)“買入”評級 目標價5港元。
光大證券:港股短期風險偏好修復 關注科網及汽車電子等行業(附8月金股)。
國泰君安:維持九毛九(09922)“增持”評級 目標價23港元。
國金證券:維持森鬆國際(02155)“買入”評級 製藥與動力電池原材料訂單顯著增加。
美銀證券:維持太古地產(01972)“買入”評級 目標價23港元。
高盛:維持名創優品(09896)“買入”評級 目標價23.2港元。
瑞銀:維持美高梅中國(02282)“買入”評級 目標價6.7港元。
宏觀頭條
東部戰區出動上百架多型戰機,奔赴臺島北部、西南、東南空域,遼寧艦、東風導彈、核潛艇參加演習;王毅:七國集團涉臺聲明是“廢紙一張”。
阿裏Q1財季業績超預期,營收2055.6億元人民幣,1.23億人年度消費過萬,整體消費處於恢復過程,張勇稱對未來長期增長充滿信心,股價收漲1.8%。
英國央行如期加息50基點,爲1995年來最大幅度,警告經濟將在四季度步入衰退,英國2/10年期國債收益率曲線2019年來首次倒掛。
三亞新增74例確診病例、33例無症狀感染者。
李嘉誠撇清關係,長江實業稱未持有尚乘數科任何股份,尚乘數科盤中一度跌50%,收跌27%。
美聯儲梅斯特:一旦通脹率回落至接近2%的目標,美聯儲就會降息。
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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