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大行每日评级 | 花旗大削长汽目标价,瑞穗料蔚来交付量翻倍
今日看点
1. 花旗降长城汽车(02333)评级至“中性”,目标价下调30%至24.9港元,受旗下新能源汽车较低平均售价及毛利率、及原材料成本上升所影响,今年首季业绩低于市场20%,并环比下跌40%,下调对长汽于2021-23年核心EBIT毛利率预测。
2. 里昂将小米集团-W(01810)目标价由30港元升6.7%至32港元,维持“买入”评级,料公司首季业绩将保持强劲,由于芯片供应短缺,小米将专注于中国及欧盟及高端智能手机,其利润率应保持较高水平,同时减少折扣,加上广告收入反弹,导致利润率增加。
【小米支持20倍杠杆日内交易,通过日内融买入1手小米,仅需占用本金266港元】
3. 瑞穗予蔚来(NIO)“买入”评级,目标价60美元,尽管汽车厂商仍面临半导体供应问题,但蔚来2021年汽车销量依然强劲;由于蔚来在中国换电站领域处于领先地位,将有助于其保持强劲增长势头。

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