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小智港美股早報 | 8月16日

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昨夜行情

大公司頭條

伯克希爾清倉威瑞森,大手筆增持Ally金融。

元宇宙概念股Unity回絕競品併購提案。

“大空頭”幾乎拋空所有美股持倉,僅留一隻監獄概念股。

蘋果公司據傳將擴大自營廣告投放範圍。

對衝基金買入近10億美元迪士尼股票並施壓管理層。

消息稱沃爾瑪與派拉蒙達成合作協議。

脫水研報

國信證券:維持華虹半導體(01347)“買入”評級 二季度銷售收入創歷史新高。

安信國際:維持百富環球(00327)“買入”評級 目標價12.4港元。

瑞銀:雲服務市場或迎結構改變 首選百度集團-SW(09888)。

花旗:予電訊盈科(00008)“買入”評級 目標價4.6港元。

長江證券:維持李寧(02331)“買入”評級 22H1業績表現超預期。

中信證券:維持李寧(02331)“買入”評級 目標價91港元。

浙商證券:予騰訊(00700)“買入”評級 目標價364港元。

國信證券:維持寶勝國際(03813)“買入”評級 合理估值1.06-1.14港元。

招銀國際:維持李寧(02331)“買入”評級 目標價升至80.64港元。

花旗:予李寧(02331)“買入”評級 目標價升至98港元。

宏觀頭條

中國央行罕見MLF“縮量降息”,市場預期8月LPR報價下調概率增大。

中國7月一線城市房價漲幅回落,二三線跌幅擴大;7月社會消費品零售總額同比增長2.7%、工業增加值同比增長3.8%、城鎮調查失業率回落至5.4%,1-7月全國固定資產投資同比增長5.7%、商品房銷售面積下降23.1%;統計局稱房地產當前整體上處於築底階段。

高溫乾旱持續,四川電力保供面臨最嚴峻局面,啓動三級保供電調控措施,擴大工業企業停產“讓電於民”實施範圍。

東部戰區位臺島周邊海空域組織多軍兵種聯合戰備警巡和實戰化演練。

美財政部:6月中國持有美債續創十二年來新低,連續七個月減持。

二季度巴菲特旗下伯克希爾重倉石油巨頭和科技白馬,逆勢大舉增持西方石油2200萬股,增持蘋果和亞馬遜;高瓴HHLR持續看好中國資產,加倉新能源,抄底阿裏、拼多多;高盛增持阿裏和美債ETF,減持蘋果、谷歌及Meta。

澳股收漲0.45%,美聯儲加息預期降低,澳債收益率齊跌。

今日招股

中國中免(01880)正在招股,招股價143.50~165.50港元,入場費16716.80港元。

蘇新服務(02152)正在招股,招股價8.60~9.60港元,入場費4848.38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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