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小智港美股早報 | 9月22日

最新行情

大公司頭條

Meta尋求未來幾個月削減至少10%的成本。

蘋果新專利顯示摺疊式iPhone可自行修復顯示屏劃痕和凹痕。

“芯片IP之王”再傳賣身緋聞,三星掌門人透露下月或與孫正義洽談此事。

脫水研報

開源證券:首予網易-S(09999)“買入”評級 有道、雲音樂發展或提速。

美銀證券:幹散貨及油船運費未來兩月或有季節性因素支持。

花旗:予石藥集團(01093)“買入”評級 目標價14港元。

大華繼顯:維持舜宇光學(02382)“持有”評級 目標價降至111.3港元。

招商證券(香港):維持環球醫療(02666)“增持”評級 目標價降至10.3港元。

花旗:維持中升控股(00881)“買入”評級 目標價削57%至49.3港元。

野村:維持九毛九(09922)“買入”評級 目標價升至21.3港元。

大摩:予太古A(00019)“增持”評級 目標價75港元。

大摩:予太平洋航運(02343)“增持”評級 目標價6港元。

東方證券:首予移卡(09923)“買入”評級 目標價22.91港元。

宏觀頭條

美聯儲如期加息75基點,點陣圖鷹派,多數官員預計到年底再加息125基點,意味着11月加息75基點可能,美聯儲對明年利率峯值的預計爲4.6%高於市場,大幅下調今年經濟增速預期,上調今明後三年失業率預期;鮑威爾:某個時點放慢加息將適宜,堅決致力降通脹,警告承受痛苦和樓市調整。

俄羅斯總統普京簽署了部分動員令,稱俄羅斯將使用一切可用的手段,俄防長稱部分動員令將召集30萬預備役軍人。

在岸、離岸人民幣匯率跌破7.05和7.06,中金稱未來人民幣走弱因素將減少。

中國央行廣州分行發文鼓勵二手房“帶押過戶”。

頂流基金經理蔡嵩鬆深夜迴應失聯傳聞,但其重倉股週三仍全線下挫。

無視日元疲態,日本央行宣佈計劃外的購債操作,捍衛收益率上限;日本10年期國債連續2天“零交易”,爲1999年以來首次。

短期美債收益率續創新高,美元自2002年以來首次站穩111上方。

美聯儲主席鮑威爾:我們剛好進入我們目前認爲限制性的最低水平。

美股歷史表明標普500指數在美聯儲議息會後有望迎來大反彈。

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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