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小智港美股早報 | 8月26日

最新行情

昨夜行情

大公司頭條

薅拜登羊毛?福特Mustang Mach-e售價提高3000-8000美元不等。

特斯拉機器人“大腦”揭祕:7nm工藝、500億個晶體管,可“自學成才”。

特拉華州法官命令推特上交馬斯克要求的部分數據。

三星顯示計劃今年年底前將QD-OLED面板產能提高30%。

脫水研報

大和:維持九毛九(09922)“持有”評級 目標價降至18港元。

中金:維持快手-W(01024)“跑贏行業”評級 目標價112港元。

光大證券:維持中集安瑞科(03899)“買入”評級 氫能業務增長強勁。

中信證券:維持粵豐環保(01381)“買入”評級 目標價5.4港元。

民生證券:維持中糧家佳康(01610)“推薦”評級 品牌盒裝豬肉銷售表現亮眼。

光大證券:維持快手-W(01024)“買入”評級 目標價升至105.2港元。

招商證券(香港):維持九毛九(09922)“增持”評級 目標價降至19.2港元。

國盛證券:重申快手-W(01024)“買入”評級 目標價124港元。

中泰證券:維持京東集團-SW(09618)“買入”評級 22Q2業績超預期。

花旗:維持蒙牛乳業(02319)“買入”評級 目標價52.9港元。

宏觀頭條

鮑威爾重磅講話前夕,美聯儲官員接連“放鷹”:加息至限制水平,明年不急着降息,未決定9月加息50還是75基點。

工信部:把促進新能源發展放在更加突出的位置,積極有序發展光能源、硅能源、氫能源、可再生能源。

中央氣象臺:29日起,炙烤川渝的高溫“熄火”;中國氣象局在四川組織實施大型無人機人工增雨作業。

億緯鋰能Q2業績改善,營收同比增127%,環比增21%,歸母淨利潤同比持平,環比增60%,毛利率環比提升,期間實控人定增抄底;欣旺達二季度淨利環比驟增192%但同比降四成,上半年動力電池收入增超6倍,警告面臨原材料漲價影響利潤的風險。

美國二季度實際GDP年化季環比上修至-0.6%,經濟前景不容樂觀。

美聯儲博斯蒂克:加息週期遠未結束,未來將在利率高位保持一段時間。

長期國債帶領美債止跌回升,市場預期美聯儲將傳遞鷹派信號。

今日招股

樂華娛樂(02306)正在招股,招股價6.80~8.50港元,入場費3434.27港元。

洪九果品(06689)正在招股,招股價40.00~52.00港元,入場費5252.41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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