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小智港美股早報 | 9月15日

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昨夜行情

大公司頭條

谷歌安卓反壟斷案上訴失利,仍被判支付41億歐元罰金。

特斯拉德國工廠擴建計劃被迫擱置。

拜登宣佈首批充電樁投資計劃,電動車概念股普漲。

美國加州檢察長對亞馬遜發起反壟斷訴訟。

微軟收購動視暴雪的交易面臨歐盟和英國監管深入調查。

奈飛預計低價廣告版服務一年內能吸引4000萬人訂閱。

脫水研報

興業證券:維持中國鋁業(02600)“審慎增持”評級 目標價4.38港元。

國元國際:維持江南布衣(03306)“買入”評級 目標價11.6港元。

國元國際:予福耀玻璃(03606)“買入”評級 目標價53.79港元。

中金:維持網易-S(09999)“跑贏行業”評級 騰訊控股(00700)目標價410港元。

中金:維持和黃醫藥(00013)“跑贏行業”評級 目標價30.27港元。

興業證券:維持海螺創業(00586)“買入”評級 目標價20.66港元。

中信證券:維持TCL電子(01070)“買入”評級 目標價5.5港元。

第一上海:維持中國能源建設(03996)“買入”評級 目標價1.6港元。

興業證券:維持三一國際(00631)“買入”評級 目標價11.46港元。

東吳證券:首予百奧賽圖-B(02315)“買入”評級 目標價29.7港元。

宏觀頭條

國常會:製造業緩稅補繳4400億;確定專項再貸款與財政貼息支持部分領域設備更新改造;開放是中國基本國策,加力穩外貿穩外資;新覈準兩個核電項目。

媒體:多家國有大行9月15日週四起下調個人存款利率。

歐美通脹仍強勁:美國8月PPI同比增速較7月回落至8.7%,核心PPI仍高於預期;英國8月CPI同比增9.9%,略低於逾10%的四十年高位。

工會拒絕初步協議,美國三十年來首次全國鐵路罷工迫在眉睫。

能源幹預新招:歐盟擬對能源公司利潤徵收1400億歐元暴利稅。

達利歐:美聯儲若加息到4.5%,美股將進一步下跌20%以上。

今日招股

數科集團(02350)正在招股,招股價0.80~0.86港元,入場費4343.35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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