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大行每日評級 | 大摩繼續提升鋰資源股目標價,大和看好原奶市場漲價
今日看點
1. 內地投資者增加+新經濟IPO火熱,瑞信升港交所目標價至525港元
2. 大和提升現代牧業目標至2.81港元,預計原奶供應緊張持續
3. 大摩繼續看好鋰電上遊需求擴張,首推贛峯鋰業和洛陽鉬業,認爲仍有兩成以上空間

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