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大行每日評級 | 大摩、瑞信維持騰訊評級,高盛首予B站1219元

今日看點

1. 摩根士丹利給予騰訊控股(00700)目標價820元,評級“增持”。瑞信維持對騰訊“跑贏大市”評級及目標價800港元。參與了騰訊控股投資者會議後,大行認爲金融科技風險有限,其在遊戲、廣告及視頻號領域有廣闊前景。

2. 高盛首予嗶哩嗶哩-SW(09626)“買入”評級,目標價1219港元。該行認爲公司具多元變現渠道,包括多樣化廣告、強勁遊戲產品線及串流視頻等,構建強勁經營模式。

3. 大行看好醫藥生物板塊,紛紛上調績後該板塊股票,如藥明生物(02269)、復星醫藥(02196)及君實生物(01877)。

4. 瑞銀上調蘋果(AAPL)至“買入”評級,升目標價至142美元。分析師認爲iPhone長期需求穩定且平均售價較高,而蘋果有可能進入汽車市場,目前這些因素並未反映在公司股價上。

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