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港股異動 | 大型科技股走強 騰訊漲超7%帶動恆指漲超220點!
格隆匯 04-01 16:07
格隆匯4月1日丨恆生科技指數大漲超4%,大型科技股走強,騰訊(0700.HK)漲超7%,帶動恆指漲超220點;美團(3690.HK)漲超9%帶動恆指漲近140點;快手漲超5%,網易、京東漲超4%,阿里巴巴漲超2%,小米漲近2%。在參與了騰訊的投資者會議後,大摩給予騰訊目標價820港元,評級“增持”。瑞信亦發研報維持其“跑贏大市”評級及目標價800港元,報吿稱,騰訊管理層透露今年以來在線遊戲的用户指標及趨勢仍然保持健康,但考慮到去年強勁的基數、以及今年首季缺少大型遊戲發佈,估計在線遊戲收入增長會恢復正常。高盛則指出,美團召開了其業績後的非交易路演(NDR),美團管理層透露其核心業務營運業務鞏固,在強大的用户支持下,該公司鞏固了在外賣領域的市場領先地位,到店、酒店和旅遊業務中的利潤率也超過了競爭對手。該行重申對美團“買入”評級及目標價396港元。此外,小米集團近日正式批准智能電動車業務立項,並於昨日回購1930.8萬股,耗資4.99億港元,中金指其短期估值或有上調空間,重申跑贏行業評級,目標價34港元。

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