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大行每日評級 | 花旗、麥格理調低績後美團目標價

今日看點

1. 花旗維持美團-W(03690)“買入”評級,目標價由495港元調低2.6%至482港元,但該行仍將其列爲新行業首選股;麥格理下調美團目標價至316港元,評級爲“中性”,該行認爲美團投資高於預期及成本顯着上升。

2. 大行調高香港零售板塊目標價,認爲需求復甦和金價下調導致銷售預測大幅提高。花旗維持周大福(01929)“買入”評級,目標價升至12.5港元;野村大幅上調周生生(00116)目標價99%至16.1港元,評級升至“買入”。

3. 高盛上調思科(CSCO.US)評級至“買入”,目標價升至59美元。該公司有復甦跡象,且其在校園網絡方面支出的增加爲其基本面帶來了增長空間。

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