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大行每日評級 | 花旗、匯豐紛紛上調小米目標價,週期股繼續受關注
今日看點
1.花旗、匯豐研究紛紛升小米集團-W(01810)評級至“買入”,分別上調其目標價到30港元與28港元。看好其智能手機業務,市佔率能持續提高,該公司在區內同業中有更理想的發展前景。富時羅素稱或重新納入小米,截至發稿,小米股價保持強勢,漲超7%。
2.摩根大通上調世茂服務(00873)目標價至21.5港元,花旗也重申21.3港元的目標價位。此前該公司被納入港股通股票名單,今日世茂服務股價表現亮眼,截至發稿,漲超8%。
3.瑞信維持中國鋁業(02600)“跑贏大市”評級,目標價上調25%至5港元。該行預計鋁價將繼續維持高位,而且該公司有效的控制成本措施將改善其利潤率。

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