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大行每日評級 | 內地票房創新高,大行看好IMAX中國
今日看點
1.IMAX中國受小摩和野村看好,大行認爲該公司受益於內地市場線下正常化和創歷史新高的票房。
2.瑞銀認爲內地領先的生物科技公司研發能力及資產均獲國際企業認可,而這些企業也開始進入大型國際品牌醫藥市場,看好信達生物(01801)、百濟神州(06160)、君實生物(01877))及諾誠健華-B(09969)。
3.摩根大通看好思科,認爲該公司轉向訂閱服務,同時企業的IT支出開始復甦。

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