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小智港美股早報 | 9月1日

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昨夜行情

大公司頭條

盈喜集團轉板上市首日股價暴漲80多倍。

Arm起訴高通和Nuvia違反許可協議和侵犯商標。

沃爾瑪旗下山姆會員店提高會員年費,爲九年來首次。

美國FDA批準莫德納和輝瑞二價新冠疫苗。

散戶抱團類股3B家居大跌逾20%。

Snap宣佈將裁員20%,股價大漲近9%。

脫水研報

建銀國際:予平安好醫生(01833)“跑贏大市”評級 目標價31.7港元。

招銀國際:維持平安好醫生(01833)“買入”評級 目標價28.4港元。

大華繼顯:維持平安好醫生(01833)“買入”評級 目標價27港元。

招商證券(香港):維持石四藥集團(02005)“增持”評級 目標價降至4.9港元。

東吳證券:維持頤海國際(01579)“增持”評級 成本上行致利潤率承壓。

光大證券:維持中國龍工(03339)“買入”評級 海外出口仍有廣闊潛力。

天風證券:予中煙香港(06055)“買入”評級 巴西業務並表增強整體競爭力。

大摩:維持中銀香港(02388)“與大市同步”評級 目標價30港元。

瑞銀:予建設銀行(00939)“買入”評級 目標價6.7港元。

海通國際:下調百威亞太(01876)評級至“弱於大市” 目標價21港元。

宏觀頭條

國常會:地方要“一城一策”用好政策工具箱,靈活運用階段性信貸政策和保交樓專項借款。

中國8月官方製造業PMI爲49.4,非製造業PMI爲52.6;分析稱PMI微升是一個積極信號,9月經濟迎來更多改善因素。

港股市場賣空比例創下紀錄新高,這或將爲逼空行情埋下伏筆。

改版後首份小非農出爐:美國8月ADP就業人數增加13.2萬,遠低於預期。

歐元區8月調和CPI同比上漲9.1%,高於預期,續刷歷史新高;高盛預計歐洲央行下週加息75基點。

美聯儲梅斯特:支持升息至4%水平,預計明年年內不會降息。

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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