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大行每日評級 | 大摩降蘋果AppStore增長預期,維持目標價

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1.摩根大通將國泰航空(00293)評級下調至“中性”,目標價由8.4港元降15.5%至7.1港元,認爲短期正反因素都有,風險回報率合理,相信未來有機會放寬機組人員的隔離措施等,但計入可用座位千米數(ASK)復甦較慢。

2.美銀證券維持康龍化成(03759)“買入”評級,目標價由201港元上調9.5%至220港元,公司首季收入增長55.3%,主因自然增長與收購帶動,來自實驗室服務、CMC(化學、製造及控制業務)與臨牀發展收收入分別增54.1%、50.9%及75%。毛利同比升61.2%,相當於毛利率爲34.7%,上年同期爲33.5%。

3.大摩維持蘋果(AAPL)目標價161美元,評級爲“增持”,摩根士丹利Katy Huberty發表報告表示,在分析了App Store於4月份後的數據後,預計蘋果App Store在第三財季的增長速度將低於預期,不過,該分析師對其長期前景仍未改變。

【蘋果支持10倍槓桿日內交易,通過日內融買入1手蘋果,僅需佔用本金12.81美元】

4.Jefferies維持對Moderna(MRNA)“持有”評級,目標價170美元,消息面上,拜登政府此前表示可能支持放棄對疫苗專利權的申請,而這使疫苗概念的相關企業面臨盈利和估值下降的雙重打擊。然而分析師表示,現階段疫苗企業面臨的瓶頸更多來自藥瓶和藥物原材料是否充足,而非疫苗專利問題。

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