大行每日評級 | 大行看好友邦保險,對華虹保持“中性”評級
今日看點
1.高盛重申友邦保險(01299)“確信買入”名單,目標價116港元;瑞銀重申友邦保險“買入”評級,目標價由115港元微升至118港元,大行均認爲公司新業務價值凸顯,並且趨勢可以延續。
2.摩根大通維持對阿裏巴巴-SW(09988)“增持”評級及目標價310港元,該行認爲阿裏巴巴正進入一個巨大投資週期,公司希望在新的財年儘快實現中國消費市場年度購買用戶超過10億的目標,要達到相關目標,估計市場對阿裏2022財年經調整盈利增長14%預測有下行風險。
3.Stifel下調阿裏巴巴(BABA)目標價至290美元,維持“買入”評級,該行承認該公司“近期的催化劑表現不佳,市場情緒仍具挑戰性”,並預計對監管和投資週期的擔憂將爲長線投資者提供長期機會。
4.Rosenblatt首予微軟(MSFT)“買入”評級,目標價301美元,分析師料微軟很快將有78%的總收入來自經常性來源,未來5年,微軟收入將平均增長15%左右,並認爲即使是在短期投資組合中,微軟通常都可以長期持有。
【阿裏巴巴、微軟、思科均支持10倍槓桿日內交易】

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