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小智港美股早報 | 8月11日

最新行情

昨夜行情

大公司頭條

迪士尼二季度Disney+訂閱用戶數1.521億,分析師預期1.484億。

歐盟有望在今秋批準輝瑞-BioNTech針對奧密克戎開發的新冠疫苗。

美國生物技術公司Invitae放量大漲278.51%。

脫水研報

安信國際:維持丘鈦科技(01478)“買入”評級 目標價下調至5.8港元。

中金:維持長城汽車(02333)“跑贏行業”評級 目標價下調15%至17港元。

花旗:維持統一企業中國(00220)“買入”評級 目標價9.77港元。

國泰君安(香港):維持中國聯通(00762)“買入”評級 目標價5港元。

招商證券(香港):維持統一企業中國(00220)“增持”評級 目標價升至8.3港元。

國泰君安(香港):維持中國鐵塔(00788)“收集”評級 目標價升至1.12港元。

光大證券:維持阿裏巴巴-SW(09988)“增持”評級 業績表現略超預期。

大摩:予李寧(02331)“增持”評級 目標價89港元。

大摩:予舜宇光學(02382)“增持”評級 目標價150港元。

高盛:首予海吉亞醫療(06078)“中性”評級 目標價57港元。

宏觀頭條

中國央行二季度貨幣政策報告:加大穩健貨幣政策實施力度,堅持不搞“大水漫灌”,重點發力支持基礎設施領域建設,結構性貨幣政策工具“聚焦重點、合理適度、有進有退”;預計下半年一些月份CPI漲幅或階段性突破3%。

中國7月CPI同比上漲2.7%,PPI漲幅繼續回落至4.2%。

東部戰區在臺島周邊海空域組織的聯合軍事行動成功完成各項任務,國防部稱軍事行動符合國內法、國際法和國際慣例。

軟銀狂拋阿裏股份,預計“回血”340億美元,持股降至14.6%。

龍湖集團否認傳聞稱無任何商票逾期支付,董事長稱股價大跌16%源於市場驚慌,公司沒問題。

美國通脹或見頂:7月CPI同比增8.5%,較6月的四十年高位9.1%超預期回落;美聯儲鴿派高官不動搖,支持繼續加息到明年,稱通脹還高得不可接受。

美國上週原油庫存再意外大增,原油產量創兩年多新高,汽油庫存超預期減少創十個月最大降幅。

迪士尼三財季業績超預期強勁,主題樂園營收大增七成,流媒體訂戶超奈飛、無廣告訂閱將漲價38%。

馬斯克再賣69億美元特斯拉股票,稱已完成減持,以後還會買。

美聯儲埃文斯:通脹依舊高得難受,加息週期應延續到明年。

今日招股

CorpHousing Group, Inc.(CHG)正在招股,招股價4.00~5.00美元,入場費5.00美元。

雙財莊(02321)正在招股,招股價0.52~0.56港元,入場費2828.22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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