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每日大行評級 | 大行看好物管板塊,小摩全線上調內銀目標價
今日看點
1.瑞信、大和紛紛上調碧桂園服務(06098)目標價分別至95.58元和88元。大行相信該公司在多板塊強勢拓展能帶來巨大收益。物管板塊今日表現亮眼,截至發稿,碧桂園服務漲超4%,雅生活服務漲超5%。
2.摩根大通全線上調內銀股目標價,繼續看好基本面穩健、結構性改善和股本回報擴張的銀行如招商銀行(03968)、郵儲銀行(01658)等。接着資金將會於今年上半年由高增長及股本回報擴張的內銀如招行等,轉移至資產負債表具流動性和估值吸引的內銀,如建行(00939)和農行(01288)。
3.Wedbush上調星巴克(SBUX.US)評級至“買入”,目標價升至124美元。該行認爲,在第二財季和2021財年全年,星巴克的估值存在上升空間。

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