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大行每日評級 | 高盛上調鞍鋼、馬鞍山鋼鐵目標價,鋼鐵板塊活躍

今日看點

1.高盛維持鞍鋼股份(00347)和馬鞍山鋼鐵股份(00323)“買入”評級,目標價升至7.1港元和3.6港元。該行預計,中國爲了改善空氣質素,將下降今明兩年的鋼鐵出產量。

2.瑞信上調聯想集團(00992)目標價至12.2港元,評級爲“跑贏大市”。主要由於來自消費者和教育機構的需求提升,環球個人電腦銷售總量將大幅提高。

3.機構焦點逐步逐步轉向順週期週期板塊並且普遍上調評級及目標價,比如地產業、銀行保險業、油氣板塊等。

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