据香港交易所披露，摩根士丹利对中际旭创股份有限公司-H股的多头持仓比例于2026年8月18日从8.15%增至8.3%。高盛对中际旭创股份有限公司-H股的多头持仓比例于2026年8月17日从9.33%增至10.57%。

Morgan Stanley cut its price target for Pop Mart (09992.HK) to HK$203 from HK$214 and kept an Overweight rating. The bank estimates 2Q sales fell about 10% YoY, below expectations, while core operating margin outperformed forecasts; China margins improved and overseas cost structure showed greater flexibility. A RMB 720m FX loss in 1H, driven by foreign‑currency positions and RMB appreciation, was the main reason for the earnings shortfall; the company plans to begin hedging FX exposure and diversify its currency mix. Management announced a RMB 2–5 bln share buyback (c.15–38m shares, ~1–3% of capital), which Morgan Stanley says could support the share price. Morgan Stanley cut 2026–28 EPS forecasts by 7%, 5% and 7% respectively.

Federal Reserve's MUSALEM: firms face elevated input costs.