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小智港美股早報 | 9月30日

最新行情

大公司頭條

Meta宣佈凍結招聘並將重組部分團隊。

谷歌宣佈關閉雲遊戲服務Stadia。

美光科技財報不及預期。

豐田汽車CEO:基礎設施缺乏阻礙公司全面投入電動車領域。

淡水河谷宣佈重組鎳和銅業務。

耐克CFO:預計本財年毛利率將受到暫時影響。

脫水研報

開源證券:維持國聯證券(01456)“買入”評級 定增利好衍生品業務擴容。

中金:維持阿裏巴巴-SW(09988)“跑贏行業”評級 目標價137港元。

瑞銀:予長實集團(01113)“中性”評級 目標價52港元。

大和:下調玖龍紙業(02689)評級至“跑贏大市” 目標價降至5.6港元。

中信證券:維持理想汽車-W(02015)“買入”評級 目標價165港元。

麥格理:維持萬洲國際(00288)“跑贏大市”評級 目標價降至10港元。

大摩:予蒙牛乳業(02319)“增持”評級 目標價48港元。

瑞信:予阿裏巴巴-SW(09988)“跑贏大市”評級 目標價降至147港元。

大摩:予長實集團(01113)“增持”評級 目標價65港元。

裏昂:重申玖龍紙業(02689)“買入”評級 目標價降至8.4港元。

宏觀頭條

中國央行:增強人民幣匯率彈性,“保交樓”專項借款視需要適當加大力度。

人民銀行、銀保監會階段性放寬部分城市首套住房貸款利率下限;券商統計稱至少23城符合標準。

美國二季度GDP增速終值-0.6%,經濟陷入技術性衰退。

德國9月調和CPI同比初值大漲10.9%,創歐元區成立以來新高。

光伏上遊價格已維穩兩週,產業鏈利潤向下遊轉移已接近。

特斯拉AI日將於10月1日凌晨舉行,人形機器人預計首次亮相。

美聯儲戴利:預計將在接下來的會議上以及明年初進一步加息。

今日招股

飛天雲動(06610)正在招股,招股價2.21~2.88港元,入場費2909.02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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