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小智港美股早報 | 10月26日

最新行情

大公司頭條

傳馬斯克承諾將在週五之前完成推特收購交易。

特斯拉擴大魁北克的招聘規模,傳言稱該地區將建立一家新工廠。

特斯拉電動半掛卡車Semi獲準交付。

微軟第一財季營收501億美元,預估495.6億美元。

Alphabet第三季度營收690.9億美元,預估707.6億美元。

Spotify三季度收入30.4億歐元,三季度月活用戶數4.56億。

脫水研報

第一上海:首予天齊鋰業(09696)“買入”評級 目標價82.54港元。

第一上海:首予兗煤澳大利亞(03668)“買入”評級 目標價58.5港元。

天風證券:維持復星旅遊文化(01992)“買入”評級 Club Med盈利轉正超疫情前。

第一上海:維持中國電信(00728)“買入”評級 目標價3.9港元。

中金:維持中國電信(00728)“跑贏行業”評級 目標價3.68港元。

法巴:維持中國電信(00728)“買入”評級 合理價值降至4.8港元。

小摩:維持長城汽車(02333)“中性”評級 目標價降至9港元。

建銀國際:予長城汽車(02333)“跑贏大市”評級 目標價降至10.6港元。

中銀證券:首予海昌海洋公園(02255)“增持”評級 產業資源壁壘顯著 龍頭地位穩固。

大摩:予匯豐控股(00005)“增持”評級 22Q3業績優於預期。

宏觀頭條

人民銀行、外匯局:加強部門協作,維護股市、債市、樓市健康發展;證監會:擴大高水平制度型開放,拓寬境外上市融資渠道,加強與香港市場的務實合作;銀保監會:中國資本市場具有長期投資價值、保持穩定運行的良好基礎不會改變。

微軟淨利潤降13%創兩年多最大降幅,營收增速五年最慢,警告未來業績,盤後跌近8%;谷歌母公司三季度廣告超預期放緩,總收入利潤均遜色,營收同比增速爲剔除疫情初期的2013年來最低,盤後跌超6%。

劉格菘、馮明遠、謝治宇、劉彥春、楊金金等目前均保持90%以上的高倉位,不少基金經理談及後市表示樂觀。

問界緊跟特斯拉降價,尾款減8000元。

美國20城房價8月環比跌幅創2009年來最大,全國房價同比漲幅放緩程度爲史上之最。

今日招股

鉅子生物(02367)正在招股,招股價24.30~27.70港元,入場費5595.84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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