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大行每日評級 | 大摩堅信蘋果Q2業績超預期,大行升特斯拉目標價

今日看點

1. 裏昂重申青島啤酒股份(00168)“買入”評級,目標價升9.5%至82港元;高盛維持青島啤酒“中性”評級,目標價升6%至86.2港元,大行認爲公司首季業績超預期,因此提高盈利預測,接下來焦點將爲高檔及青島啤酒主品牌相對同業的表現,以及潛在進一步加價的可能性。

2. 瑞銀大幅上調寶龍地產(01238)目標價55%至10.4港元,維持“買入”評級,公司與其覆蓋範圍內的其他中國開發商相比,有50%的超額業績,相信市場也仍未計入,公司在未來幾年內開發物業的毛利率將高於30%以上且超越同行,及購物中心業務改善的因素。

3. 摩根士丹利將蘋果(AAPL)目標價上調至158美元,維持“增持”評級,分析師堅信蘋果Q2財報將超市場預期,並認爲蘋果新推出的iMac、iPad和AirTag產品,也有助於增強該公司多樣化的產品和服務生態系統。

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