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大行每日評級 | 韋德布什升微軟目標價,看好雲計算

今日看點

1. 花旗微升中興通訊(00763)目標價至16.7港元,評級爲“沽售”;高盛維持中興通訊“中性”評級,目標價微升4.1%至22.7港元,大行認爲公司首季業績表現強勁,主要受惠營運商網絡業務取得雙位數增長及利潤改善。

2.瑞銀維持港交所(00388)“買入”評級,目標價降至604元,公司首季覈收入大致與市場交投量相符,投資收入疲弱,但相信“十四五”規劃對香港作爲離岸金融及風險管理中心的定位有長期支持作用,市場也將關注債券通南向通何時推出。

3.韋德布什升微軟(MSFT)目標價至310美元,維持“跑贏大盤”評級,看好雲計算的巨大潛力,還表示公司在所有方面都表現得很出色;花旗維持對微軟(MSFT)“買入”評級,目標價302美元,該行認爲微軟還有很大的提升空間。

【微軟支持10倍槓桿日內交易,通過日內融買入1手微軟,僅需佔用本金25.46美元】

4.富國銀行將谷歌A(GOOGL)目標價上調至2850美元,維持“增持”評級,公司業績大超該行預期,而且支出保持平穩,加上收入上升,未計利息、稅項、折舊及攤銷前的利潤較預期超出20%。

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