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大行每日評級 | 瑞信首予百度港股339港元
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1.瑞信首予百度集團-SW(09888)“跑贏大市”評級,目標價339港元,首季非市場推廣收入增長強勁,該行預計百度將加強銷售隊伍投資及雲端業務的研發投入,料次季核心業務經調整營運利潤率將按季跌2個百分點。
2.大和維持京東集團-SW(09618)“買入”評級,上調目標價至465港元,該行認爲公司今年首季整體業績堅實,包括收入好於市場預期的6%、用戶增長(總活躍用戶已達5億)、物流收入均有驚喜表現,料公司第二季投資方面或將高於首季,其部署業務偏務實。
3.摩根大通在半導體股裏首選博通(AVGO),並給予目標價570美元,谷歌使用了博通的TPU4,並且該行相信博通已經贏得TPU5、TPU6;ASIC市場規模爲100億美元,博通作爲該市場領導者佔據其市場份額約35%,且目前正以每年12-15%的速度增長。
【百度集團-SW、京東集團-SW均支持10倍槓桿日內交易】

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