2026-09-22

摩根士丹利：將華納兄弟探索公司目標價從29.00美元上調至31.00美元。

摩根士丹利：將華納兄弟探索公司目標價從29.00美元上調至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、高盛預計中芯國際3Q26/4Q26營收維持2Q26高位，2H26營收環比+12%、同比+27%。生成式AI需求支撐先進節點（本土AI芯片）與成熟節點（模擬/電源IC），2H26產能利用率預計超95%。 2、2Q26營收環比+20%，全球前十大晶圓代工廠增速最快（平均+11.5%），營收穩居全球前三。中國AI需求強勁及客戶供應鏈多元化，推動公司持續擴產。 3、預計2025-2030年，中國AI芯片總潛在市場規模年複合增長率達69%，中芯需將54%-71%資本開支投向7nm及先進節點。本土雲廠商2026-28E資本開支同比+80%/20%/18%，全球同業產能被AI佔據，利好其非AI及成熟節點。 4、新晶圓定價3Q26生效，支撐毛利率。高盛維持“買入”，H股目標價153港元（80.7倍2028E P/E折現），A股目標價257.9元（較H股溢價196%）。（高盛9月21日報告）

1、高盛預計中芯國際3Q26/4Q26營收維持2Q26高位，2H26營收環比+12%、同比+27%。生成式AI需求支撐先進節點（本土AI芯片）與成熟節點（模擬/電源IC），2H26產能利用率預計超95%。 2、2Q26營收環比+20%，全球前十大晶圓代工廠增速最快（平均+11.5%），營收穩居全球前三。中國AI需求強勁及客戶供應鏈多元化，推動公司持續擴產。 3、預計2025-2030年，中國AI芯片總潛在市場規模年複合增長率達69%，中芯需將54%-71%資本開支投向7nm及先進節點。本土雲廠商2026-28E資本開支同比+80%/20%/18%，全球同業產能被AI佔據，利好其非AI及成熟節點。 4、新晶圓定價3Q26生效，支撐毛利率。高盛維持“買入”，H股目標價153港元（80.7倍2028E P/E折現），A股目標價257.9元（較H股溢價196%）。（高盛9月21日報告）

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

奧本海默：將微軟(MSFT.O)目標價從515美元上調至570美元。

奧本海默：將微軟(MSFT.O)目標價從515美元上調至570美元。