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大行每日評級 | 瑞銀上調小米評級及目標價,看好其手機銷量增加

今日看點

1. 瑞銀升小米集團-W(01810)評級至“中性”,目標價上調至28港元。該行指,上調小米2021至2023年度每股盈利預測2%至12%,以反映智能手機銷量增加。

2. 美銀證券重申長城汽車(02333)“買入”評級,目標價由20.4港元上調18.6%至24.2港元。就公司於去年推出“檸檬”的混能車平臺,有助改善競爭力,上調今明年盈利預期12%及13%,並看好今年推出的新車和升級款。

3. 里昂重申思摩爾國際(06969)“買入”評級,目標價升4.2%至99港元。儘管有短期的監管不確定性,但公司管理層對來自主要客戶和潛在的新客戶的訂單保持正面態度,除了封閉式電子煙設備外,heat-not-burn(HNB)可能是該公司在未來的下一個增長引擎。

4. Evercore ISI予奈飛(NFLX)“跑贏大市”評級,目標價665美元。奈飛在疫情期間增大在內容的花費,這將爲公司帶來更多的訂閱用戶,形成良性循環。奈飛在海外的客戶滿意度比在美國的高,料奈飛在國際市場上的滲透率將會更高。

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