2026-09-22

摩根士丹利：将华纳兄弟探索公司目标价从29.00美元上调至31.00美元。

摩根士丹利：将华纳兄弟探索公司目标价从29.00美元上调至31.00美元。

2026-09-22

Sept 21 — The fifth ministerial meeting since the Regional Comprehensive Economic Partnership (RCEP) entered into force was held in Manila. MOFCOM Vice Minister Yan Dong said rising unilateralism and protectionism and weak global growth had increased uncertainty, and urged members to uphold multilateralism, adopt an open, inclusive approach, accelerate RCEP membership expansion, strengthen the regional cooperation platform, and push for review and upgrade of the agreement to unlock further regio

Sept 21 — The fifth ministerial meeting since the Regional Comprehensive Economic Partnership (RCEP) entered into force was held in Manila. MOFCOM Vice Minister Yan Dong said rising unilateralism and protectionism and weak global growth had increased uncertainty, and urged members to uphold multilateralism, adopt an open, inclusive approach, accelerate RCEP membership expansion, strengthen the regional cooperation platform, and push for review and upgrade of the agreement to unlock further regional and global growth momentum.

2026-09-22

1、高盛预计中芯国际3Q26/4Q26营收维持2Q26高位，2H26营收环比+12%、同比+27%。生成式AI需求支撑先进节点（本土AI芯片）与成熟节点（模拟/电源IC），2H26产能利用率预计超95%。 2、2Q26营收环比+20%，全球前十大晶圆代工厂增速最快（平均+11.5%），营收稳居全球前三。中国AI需求强劲及客户供应链多元化，推动公司持续扩产。 3、预计2025-2030年，中国AI芯片总潜在市场规模年复合增长率达69%，中芯需将54%-71%资本开支投向7nm及先进节点。本土云厂商2026-28E资本开支同比+80%/20%/18%，全球同业产能被AI占据，利好其非AI及成熟节点。 4、新晶圆定价3Q26生效，支撑毛利率。高盛维持“买入”，H股目标价153港元（80.7倍2028E P/E折现），A股目标价257.9元（较H股溢价196%）。（高盛9月21日报告）

1、高盛预计中芯国际3Q26/4Q26营收维持2Q26高位，2H26营收环比+12%、同比+27%。生成式AI需求支撑先进节点（本土AI芯片）与成熟节点（模拟/电源IC），2H26产能利用率预计超95%。 2、2Q26营收环比+20%，全球前十大晶圆代工厂增速最快（平均+11.5%），营收稳居全球前三。中国AI需求强劲及客户供应链多元化，推动公司持续扩产。 3、预计2025-2030年，中国AI芯片总潜在市场规模年复合增长率达69%，中芯需将54%-71%资本开支投向7nm及先进节点。本土云厂商2026-28E资本开支同比+80%/20%/18%，全球同业产能被AI占据，利好其非AI及成熟节点。 4、新晶圆定价3Q26生效，支撑毛利率。高盛维持“买入”，H股目标价153港元（80.7倍2028E P/E折现），A股目标价257.9元（较H股溢价196%）。（高盛9月21日报告）

2026-09-22

Belarus President Lukashenko said on the 21st Belarus cannot supply large quantities of potash to the U.S. The comment followed reports that Washington is pushing a deal to buy potash from Belarus at scale. The presidential office said Lukashenko told a meeting with the State Customs Committee that Belarus's potash for 2026 is fully booked and there is no inventory to supply Western markets.

Belarus President Lukashenko said on the 21st Belarus cannot supply large quantities of potash to the U.S. The comment followed reports that Washington is pushing a deal to buy potash from Belarus at scale. The presidential office said Lukashenko told a meeting with the State Customs Committee that Belarus's potash for 2026 is fully booked and there is no inventory to supply Western markets.

2026-09-22

Oppenheimer raised its PT on Microsoft (MSFT.O) to $570 from $515.

Oppenheimer raised its PT on Microsoft (MSFT.O) to $570 from $515.

2026-09-22

奥本海默：将微软(MSFT.O)目标价从515美元上调至570美元。

奥本海默：将微软(MSFT.O)目标价从515美元上调至570美元。