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小智港美股早報 | 9月7日

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大公司頭條

消息稱蘋果發佈會將推出專門針對兒童的Apple Watch。

巴西禁止蘋果銷售不附贈充電器的iPhone並罰款238萬美元。

谷歌將於10月6日發佈新款智能手機和第一款Watch產品。

消息稱特斯拉在4680電池量產上仍存在問題。

歐盟否決生命科學公司Illumina,71億美元收購Grail。

高通推出第一代驍龍6和第一代驍龍4移動平臺。

脫水研報

國金證券:維持康希諾生物(06185)“買入”評級 吸入劑型新冠疫苗中國獲批加強針EUA。

中金:維持中國重汽(03808)“跑贏行業”評級 目標價降至10港元。

瑞銀:予華潤置地(01109)“買入”評級 目標價45港元。

東方證券:維持遠東宏信(03360)“買入”評級 目標價8.83港元。

中信證券:維持理想汽車-W(02015)“買入”評級 目標價165港元。

高盛:首予明源雲(00909)“沽售”評級 目標價5港元。

小摩:歐洲天然氣價格攀升 長江基建(01038)及電能實業(00006)或可受惠英國高通脹。

花旗:中資保險股最新評級及目標價(表) 首選中國財險(02318)。

長江證券:予洛陽玻璃股份(01108)“買入”評級 光伏玻璃整合與新建加速。

安信國際:維持361度(01361)“買入”評級 目標價5.8港元。

宏觀頭條

習近平:健全關鍵核心技術攻關新型舉國體制,全面加強資源節約工作。

華爲重磅發佈會:Mate50迴歸,起售價4999元,首款純電車型問界M5 EV亮相,兩個版本起售價爲28.86萬元、31.98萬元。

美國對俄油上限“指導價”爲44美元,即俄羅斯成本價;歐盟考慮設定新天然氣基準及價格上限,分析稱措施治標不治本。

歐洲紛紛出臺流動性支持政策,規模萬億級,瑞士、芬蘭最新加入。

國家能源局發佈《光伏電站開發建設管理辦法(二次徵求意見稿)》,分析稱光伏電站不掙錢局面將改善。

對衝基金經理阿克曼:投資者正在等待美聯儲發出“買入信號”。

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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