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大行每日評級 | 大行維持阿裏評級,瑞聲科技目標價被大幅上調

今日看點

1. 摩根大通重申阿裏巴巴-SW(09988)“增持”評級,目標價爲320港元。摩根士丹利維持阿裏巴巴美股(BABA)“增持”評級及目標價300美元。大行均認爲罰單結果將結束投資者對阿裏核心商業監管風險的擔憂,市場將重心轉向公司旗下電子商務領域競爭上。

2. 高盛升瑞聲科技(02018)目標價81%至58港元,評級上調至“買入”。該行大幅上調該公司淨收入預期,由於產能擴張計劃強於預期,手機鏡頭出貨量增加,以及新的相機模組業務帶動市場份額提升、相機模組平均銷售價上升、更低的運營成本和更低的稅率。

3. 德銀予以小鵬汽車(XPEV)“買入”評級,目標價48美元。該行認爲自研芯片能降低對外國芯片的依賴,該公司正有計劃地擴大這一方面的進展。綜合而言,在過去的三個月內,華爾街共有6位分析師予以小鵬汽車“買入”評級,1位予以“持有”評級,平均目標價位49.50美元,較當前股價約有43.5%的上行空間。

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