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大行每日評級 | 野村上調招行目標價,大行聚焦復甦受益板塊

今日看點

1.野村維持招商銀行(03968)“買入”評級,目標價上調至70.8港元。該行認爲利率正常化可作爲公司利潤反彈的催化劑。招商銀行發佈20年年報,業績亮眼,截至發稿,招商銀行漲超4%。

2.內地運動品牌受大行看好。瑞銀、瑞信對李寧(02331)評級分別爲“買入”和“跑贏大市”,匯豐研究對特步國際(01368)評級“跑贏大市”。大行均認爲這兩家公司在行業的優勢能帶來業績的提升。

3.Truist將阿里巴巴(BABA.US)目標價從326美元上調至330美元。分析師認爲在他所覆蓋的互聯網大盤股中,阿里巴巴保持了最快的頂線增長率和最高的利潤率,但其估值是最便宜的。

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