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小智港美股早報 | 10月12日

最新行情

大公司頭條

Meta公佈全新元宇宙頭顯,起售價達到1500美元。

通用汽車駛進儲能賽道,拓展太陽能板等配套業務。

英特爾、谷歌雲發佈E2000數據中心芯片。

美國勞工部提議調整承包商定義,優步等零工經濟公司暴跌。

迪士尼延後多款電影上線時間。

谷歌與Coinbase達成合作。

脫水研報

大摩:予中遠海控(01919)“減持”評級 目標價7.8港元。

瑞信:予中國建材(03323)“跑贏大市”評級 目標價降至8.7港元。

大和:首予時代電氣(03898)“買入”評級 目標價45港元。

華泰證券:首予華新水泥(06655)“買入”評級 目標價16.05港元。

中信證券:維持理想汽車-W(02015)“買入”評級 目標價165港元。

華西證券:維持吉利汽車(00175)“買入”評級 9月銷量穩步向上 新能源表現亮眼。

華創證券:首予匯通達網絡(09878)“推薦”評級 目標價53.16港元。

美銀證券:啤酒股最新評級及目標價(表) 青島啤酒(00168)等短期盈利動力較好。

小摩:予新世界發展(00017)“減持”評級 目標價下調至16港元。

大摩:維持中國石油股份(00857)“增持”評級 目標價5.68港元。

宏觀頭條

中國9月新增社融3.53萬億,新增人民幣貸款2.47萬億創歷史同期最高,M2同比增12.1%。

英國央行行長稱購債救市是暫時之舉,基金們只有3天時間;當日稍早英國央行再度加碼,擴大國債購買範圍;養老基金認爲仍不夠,應延長購債計劃。

烏克蘭尼古拉耶夫、第聶伯羅彼得羅夫斯克等多個地區發生新爆炸事件。

歷史性一刻:特斯拉Model Y擊敗BBAV成爲9月德國最暢銷車型。

上海:到2030年未來產業產值達到5000億元左右。

中汽協:9月汽車銷量同比增長25.7%,動力電池裝車量同比增長101.6%。

渣打銀行:預計韓國央行將與美聯儲加息步伐保持一致,在今日加息50個基點。

前美聯儲主席伯南克:美國現在的情況完全不像2008年那樣糟糕。

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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