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小智港美股早報 | 8月30日

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昨夜行情

大公司頭條

郭明錤:蘋果已完成衛星通信的硬件測試。

自動駕駛技術被指涉嫌欺詐,特斯拉再遇法律糾紛。

奈飛將推出帶有廣告的低價訂閱服務,定價爲每月7至9美元。

馬斯克傳喚推特舉報人,要求其提供關於推特垃圾郵件等文件。

美國食藥監管局預計最快週三批準新型新冠加強針接種。

3B家居逆勢大漲近25%。

脫水研報

興業證券:下調申洲國際(02313)評級至“審慎增持” 目標價93.9港元。

興業證券:維持中國海洋石油(00883)“買入”評級 目標價升至13.52港元。

興業證券:維持中集安瑞科(03899)“買入”評級 在手訂單增長強勁。

興業證券:維持中國人壽(02628)“審慎增持”評級 目標價14.79港元。

興業證券:維持達利食品(03799)“審慎增持”評級 目標價4.21港元。

大和:維持華潤燃氣(01193)“持有”評級 目標價降至32港元。

美銀證券:維持中海油田服務(02883)“買入”評級 目標價9.2港元。

中銀香港(02388)將於明日披露中報 大行更新評級及目標價(表)。

興業證券:維持時代電氣(03898)“買入”評級 目標價47.38港元。

信達證券:維持中國財險(02328)“買入”評級 業務結構持續優化。

宏觀頭條

李克強:今年針對新挑戰果斷推出穩經濟一攬子政策和接續政策,力度超過2020年。

工信部等五部門:推進火電、水電、核電、風電、太陽能等10個領域電力裝備綠色低碳發展。

深圳市福田和羅湖區全域管控,首次發現BF.15變異株;成都全面加強社會面疫情防控,非必要不離開,推遲秋季開學時間;武漢將“五天一檢”調整爲“兩天一檢”,48小時內未做核酸健康碼將賦灰碼;大連:主城區居民非必要不出戶,全市中小學校暫緩開學返校。

拼多多二季度營收超預期猛增36%,Non-GAAP淨利潤超百億,營銷費用佔比降至36%,管理層稱當季盈利不應作爲未來參考,暗示短期內無分紅、回購計劃;股價逆市收漲近15%。

比亞迪摘掉“增收不增利”帽子,上半年營收同比增65%,歸母淨利潤同比增206%,利潤營收都創下歷年同期新高。

德國囤氣速度快於預期,預計提前一個月完成計劃,歐洲天然氣盤中跌超20%;歐盟準備對電力市場進行緊急幹預,越來越多成員國呼籲設定價格上限。

德國安聯首席經濟顧問埃裏安:美聯儲主席鮑威爾向市場表明對抗通脹的決心。

兩年期美債收益率漲至3.49%創十五年新高,日元跌向二十四年最低。

美聯儲副主席:美聯儲將在明年推出“FED NOW”即時支付系統。

激進加息被質疑,白宮力挺美聯儲:不會幹預央行未來行動。

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。

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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