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大行每日評級 | 大行下調萬州國際目標價,花旗看好小米造車
今日看點
1. 摩根大通降萬洲國際(00288)目標價至9.5港元,評級“增持”。瑞銀重申萬洲國際“買入”評級,目標價微降至11港元。大行均認爲銷售及盈利較預期差,但估計公司可受惠於美國經濟復甦等。
2. 花旗維持對小米集團-W(01810)“買入”評級及目標價30港元。該行認爲小米擁有充裕的現金,令公司負擔得起拓展電動車業務的計劃,風險可控,新電動車業務可以爲小米提供巨大的增長機會。
3. 摩根士丹利維持特斯拉(TSLA)“增持”評級和880美元目標價,預計2021財年特斯拉的電動皮卡產量達1000輛。Jefferies下調特斯拉目標價至700美元維持“持有”評級,認爲市場對特斯拉未來可能推出的緊湊級轎車或全自動駕駛的訂閱模式已經有了充分的預期。

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