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小智港美股早報 | 9月21日

最新行情

大公司頭條

英偉達發佈40系旗艦顯卡:搭檔臺積電,表現較前一代提高2-4倍。

亞馬遜的貨運航班增長速度創疫情來新低。

郭明錤:料iPhone 14 Pro系列出貨佔整體iPhone,14出貨量達60–65%。

通用汽車支持設定更嚴格的美國2030年排放目標。

消息稱特斯拉擬在工廠內部署數千個“擎天柱”人形機器人。

脫水研報

東方證券:首予海倫司(09869)“買入”評級 目標價16.58港元。

國信證券:維持呷哺呷哺(00520)“增持”評級 湊湊再迎開店提速。

國泰君安:維持呷哺呷哺(00520)“增持”評級 目標價升至5.76港元。

興業證券:維持榮昌生物-B(09995)“審慎增持”評級 目標價73.26港元。

招商證券(香港):新能源車股最新投資評級及目標價(表) 推薦比亞迪股份(01211)等。

麥格理:維持騰訊控股(00700)“跑贏大市”評級 目標價降至464港元。

高盛:維持中升控股(00881)“買入”評級 目標價90港元。

裏昂:維持信義玻璃(00868)“跑贏大市”評級 目標價降至13.7港元。

大摩:香港地產股中偏好太古地產(01972)、恆隆地產(00101)。

瑞銀:內地體育用品股首選李寧(02331) 目標價87港元。

宏觀頭條

中國央行:真實利率略低於潛在實際經濟增速,處於較爲合理水平。

工信部:促進太陽能光伏、新型儲能電池、關鍵信息技術及產品等創新突破。

俄羅斯股市大跌逾10%,創俄烏衝突以來最大盤中跌幅。

瑞典央行週二超預期加息100個基點,創近30年來最大升息幅度。

德國8月PPI再創史上最大漲幅,能源價格同比飆漲近140%;德國央行警告:天然氣風暴下,德經濟面臨衰退風險。

“蘋果最準分析師”稱下半年iPhone 14 Pro出貨將佔60-65%,蘋果將對四季度展望正向;蘋果逆市上漲。

餘永定:美國聯邦基金利息率的決定、傳遞機制和美聯儲升息對中國的影響。

今日招股

零跑汽車(09863)正在招股,招股價48.00~62.00港元,入場費6262.49港元。

萬物雲(02602)正在招股,招股價47.10~52.70港元,入場費5323.11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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