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小智港美股早報 | 9月12日

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昨夜行情

大公司頭條

巴菲特增持西方石油股份至26.8%。

谷歌母公司旗下Verily獲得10億美元新投資,角逐醫療保健市場。

亞馬遜收購比利時倉庫機器人製造商Cloostermans。

美參議員就加密貨幣欺詐問題質問扎克伯格。

搭載英特爾旗下Mobileye L4級自動駕駛方案的汽車首次在美路測。

沙特主權財富基金牽頭競購星巴克特許經營權。

脫水研報

大摩:維持海螺水泥(00914)“增持”評級 目標價42港元。

中金:維持嘉裏物流(00636)“跑贏行業”評級 目標價下調23.5%至21.8港元。

海通國際:維持環球新材國際(06616)“優於大市”評級 目標價降至6.56港元。

中信證券:維持中國重汽(03808)“買入”評級 目標價10.5港元。

海通國際:維持東嶽集團(00189)“優於大市”評級 目標價12.01港元。

富瑞:予莎莎國際(00178)“持有”評級 目標價1.65港元。

國泰君安:維持中手遊(00302)“增持”評級 目標價降至3.1港元。

第一上海:維持山東黃金(01787)“買入”評級 目標價15.33港元。

天風證券:維持吉利汽車(00175)“買入”評級 8月新能源銷量創歷史新高。

美銀證券:重申新鴻基地產(00016)“中性”評級 目標價100港元。

宏觀頭條

美英媒體關注“烏軍反攻”,聲稱烏方正“威脅”烏東部俄軍補給線;烏方稱奪回巴拉克列亞,俄國防部:從伊久姆和巴拉克列亞撤軍;扎波羅熱核電站已完全關閉。

美國新法案強制要求電車製造“本地化”,歐盟稱正檢查是否違反WTO規則,韓國稱將“積極”考慮向WTO申訴。

證監會:繼續科學合理保持IPO常態化,加強股市債市期市政策供給。

陶琳:目前特斯拉上海超級工廠產業鏈本土化率已達到95%。

恆大、融創、華僑城等房企,被地方政府發通知督促儘快開工建設。

德國總理:爲能源危機做好準備,已填補天然氣存儲和供應商空缺。

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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