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财联社8月20日电，罗森布拉特证券给予谷歌“买入”评级，目标价410美元；给予亚马逊“买入”评级，目标价335美元。

兆易创新公告，拟以不低于人民币10亿元（含）且不超过人民币20亿元（含）回购公司A股股份，回购价格不超过750元/股（含）。回购股份将全部用于注销并减少注册资本，回购期限自股东会审议通过之日起6个月内。

【兆易创新：拟以10亿元-20亿元回购公司股份】兆易创新公告，拟以不低于人民币10亿元（含）且不超过人民币20亿元（含）回购公司A股股份，回购价格不超过750元/股（含）。回购股份将全部用于注销并减少注册资本，回购期限自股东会审议通过之日起6个月内。

兆易创新：拟以10亿元-20亿元回购公司股份

8月20日，泡泡玛特高级副总裁褚音在中期业绩电话会上表示，上半年中国市场移位焕新超20家门店，销售同比均有显著上升，店销实现双位数增长。下半年预计有几十家门店涉及到移位改造，还会有旗舰店的规划。（界面新闻）

格隆汇8月20日｜兆易创新(03986.HK)公告，公司回购不低于人民币10亿元(含)不超过人民币20亿元(含)股份，回购股份将全部用于注销并减少注册资本；回购股份价格为不超过人民币750元/股(含)，该回购价格不超过公司董事会通过本次回购方案决议前30个交易日公司股票交易均价的150%。

格隆汇8月20日｜罗森布拉特证券给予谷歌“买入”评级，目标价410美元；给予亚马逊“买入”评级，目标价335美元。

格隆汇8月20日｜Truist Securities：将Snowflake(SNOW.US)目标价从300美元上调至375美元。

沃尔玛盘前大跌近6%，Q2营收1879.37亿美元，同比增长5.9%，经调整净利润为0.81美元。

沃尔玛(WMT.US)：2027财年沃尔玛美国业务可比销售额预计受GLP-1药物带来约50个基点的利好影响，而2025财年和2026财年该影响约为100个基点。

WTI原油期货日内大涨3%，现报86.94美元/桶。

On August 20, Barclays viewed SK Hynix's recent buyback as a 'strong signal' to investors. Barclays analyst Simon Coles predicts that shareholder returns for SK Hynix from 2025 to 2027 will reach approximately 15% of the current market value. Barclays maintains an 'overweight' rating on SK Hynix ADR (SKHY.O) with a target price of $300. The analysis states that SK Hynix can increase shareholder returns without needing to reduce its capacity expansion investments. Typically, large dividends or stock buybacks can constrain a company's investment capabilities, but with strong cash flow, SK Hynix can manage both. Coles noted, 'Even while allocating about 15% of market value for shareholder returns, the company still has ample capacity to advance capacity expansion and new business opportunities in the coming years.' Barclays has raised its quarterly dividend forecast for 2027 to 2,500 KRW per share and the year-end dividend forecast to 10,000 KRW. Assuming a buyback of 200 trillion KRW in 2027, about 51% of the cumulative free cash flow from 2025 to 2027 will be returned to shareholders by the end of 2027. The balance between dividends and buybacks remains a variable. While increasing dividends can demonstrate confidence in future cash flows, Barclays' assessment suggests that, given the significant volatility in semiconductor industry profits, it is more prudent to conduct stock buybacks when share prices are undervalued.

[Barclays: SK Hynix Buyback Sends 'Strong Signal', Optimistic About Cash Flow Potential]On August 20, Barclays viewed SK Hynix's recent buyback as a 'strong signal' to investors. Barclays analyst Simon Coles predicts that shareholder returns for SK Hynix from 2025 to 2027 will reach approximately 15% of the current market value. Barclays maintains an 'overweight' rating on SK Hynix ADR (SKHY.O) with a target price of $300. The analysis states that SK Hynix can increase shareholder returns without needing to reduce its capacity expansion investments. Typically, large dividends or stock buybacks can constrain a company's investment capabilities, but with strong cash flow, SK Hynix can manage both. Coles noted, 'Even while allocating about 15% of market value for shareholder returns, the company still has ample capacity to advance capacity expansion and new business opportunities in the coming years.' Barclays has raised its quarterly dividend forecast for 2027 to 2,500 KRW per share and the year-end dividend forecast to 10,000 KRW. Assuming a buyback of 200 trillion KRW in 2027, about 51% of the cumulative free cash flow from 2025 to 2027 will be returned to shareholders by the end of 2027. The balance between dividends and buybacks remains a variable. While increasing dividends can demonstrate confidence in future cash flows, Barclays' assessment suggests that, given the significant volatility in semiconductor industry profits, it is more prudent to conduct stock buybacks when share prices are undervalued.

Barclays: SK Hynix Buyback Sends 'Strong Signal', Optimistic About Cash Flow Potential

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Ansem：机构资金转向看多加密市场，当前市场环境或有利于底部形成

Strive CEO：未来5至7年比特币或迎史上最强宏观顺风，美元走弱将显著利好比特币

滚仓做空1.17亿美元BTC鲸鱼已被全部清算，最终亏损292万美元

财联社8月20日电，现货铂金扩大涨幅至5.31%，现报1799.19美元/盎司。

高盛McClure：AI顺风因素对IPO市场产生了显著影响，受市场波动影响，部分IPO可能推迟至2027年。

私募股权市场并购交易出现“复苏迹象”，企业不会在中期选举前后进行并购投机。

格隆汇8月20日｜美股周三收盘，道指初步收涨0.22%，标普500指数涨0.21%，纳指涨0.16%。Moderna(MRNA.O)大涨176%，默沙东(MRK.N)涨12.6%。迈威尔科技(MRVL.O)涨超9.8%，SK海力士(SKHY.O)涨0.35%，闪迪(SNDK.O)跌3.5%，美光科技(MU.O)跌0.39%。纳斯达克中国金龙指数收涨1.5%。

财联社8月20日电，布伦特原油期货涨幅扩大至2%，报93.47美元/桶。

财联社8月20日电，WTI原油期货涨幅扩大至2%，报86.093美元/桶。

泡泡玛特：上半年集团旗下6大IP营收破10亿，11个IP收入过亿，THE MONSTERS收入44.5亿元排名第一，星星人营收26.5亿元，排名位居第二，增速超580%。

格隆汇8月20日｜新希望在互动平台表示，出栏规模调降会使一些费用分担有所增加，客观上给成本下降带来新的挑战，但公司仍会通过进一步加强生产管理、降低各环节成本，尤其是今年以来重点关注通过公猪种质改良，帮助提升商品猪育肥阶段增重效率、降低料肉比、进而降低饲料成本。饲料业务上半年增长情况良好，一季度销量增长已有80多万吨。公司会坚决贯彻落实主管部门的相关政策，近期暂无扩大产能的计划。

Barclays: SK Hynix Buyback Sends 'Strong Signal', Optimistic About Cash Flow Potential

免責聲明：以上內容不代表 HTX 的任何立場，HTX 不為任何交易提供相關決策建議。

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