小智港美股早報 | 8月8日
最新行情
大公司頭條
港資券商智富融資上市首日一度暴漲50餘倍。
尚乘數科連跌三日，股價較峯值回落逾70%。
輝瑞洽談收購全球血液療法，擬出資50億美元。
亞馬遜斥資17億美元收購iRobot。
Meta同意推遲收購VR公司Within。
脫水研報
花旗：維持阿裏巴巴-SW(09988)“買入”評級 目標價降至154港元。
瑞信：維持長和(00001)“跑贏大市”評級 目標價71港元。
美銀證券：維持長和集團(00001)“買入”評級 目標價66港元。
開源證券：首予泉峯控股(02285)“買入”評級 銷售渠道全球穩健佈局。
國盛證券：維持思摩爾國際(06969)“買入”評級 產能審批額度充裕 國內格局趨於清晰。
國金證券：維持信達生物(01801)“買入”評級 看好下半年業績修復。
國金證券：維持石藥集團(01093)“買入”評級 銘復樂未來市場份額大。
瑞銀：予長和集團(00001)“買入”評級 目標價升至70港元。
野村：予百濟神州(06160)“買入”評級 目標價167.48港元。
野村：維持長和集團(00001)“買入”評級 目標價降至66.7港元。
宏觀頭條
以美元計價，中國7月出口同比增長18%，進口同比增長2.3%，7月成品油進口量價齊跌，原油、煤炭、天然氣和大豆進口量減價揚。
7月中國外儲逾3.1萬億美元，較6月增長1.07%。
東部戰區繼續在臺島周邊進行實戰化聯合演訓，多支轟炸機編隊，貫通南北同時雙向穿越臺灣海峽。
美國參議院通過民主黨降低通脹法案，衆議院將本週內投票，法案對能源和氣候變化及醫療補貼投入4300億美元，對高利潤企業徵稅15%、大企業股票回購徵收1%消費稅。
“股神”也沒躲過大跌，二季度巴菲特旗下伯克希爾投資組合鉅虧530億美元，逆市抄底淨買入股票38億美元。
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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