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大摩:相信中國中車(1766.HK)股價60日內將升 評級“增持”
格隆匯 11-26 11:17

摩根士丹利發表報告,相信中國中車(01766.HK)股價60日內將升,發生機會率超過80%,給予評級“增持”。

該行表示,中國中車股價近期下挫,使其短期估值更具吸引力。而中車最大客户中國國家鐵路集團宣佈訂購1,600台火車網絡交換機,將會安裝於時速160公里的集中電力動車組型號。大摩預期每架標準動車組將需安裝5至8台網絡交換機,因此1,600台交換機代表有200至320架集中電力動車組型號的訂單,高於該行早前估計的150架。

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