港股異動 | 贛鋒鋰業跌近6% 估值過高 瑞銀大摩齊唱空
格隆匯2月26日丨贛鋒鋰業(1772.HK)跌近6%,報32.2港元,總市值416.2億港元。瑞銀與大摩齊發表報告,認為贛鋒鋰業估值不吸引,更將該股評級降至“減持”。瑞銀認為,特斯拉與寧德時代(300750.SZ)大升,加上估計氫氧化鋰供應緊張,帶動贛鋒股價今年也炒上,但現水平估值貴,故將評級從“中性”削至“沽售”,目標價由19港元升至23.9港元。大摩亦認同贛鋒股價迄今大升,因市場憧憬氫氧化鋰求過於供,惟股價已反映上述利好因素,故將評級由“中性”降至“減持”,目標價由17.9元港元至22.9港元。
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