大行評級 | 高盛予紫金礦業買入評級,對商品價格上行看法不變
今日看點
1.高盛予紫金礦業(02899)“買入”評級,目標價18元,該行對大宗商品多年上行週期的看法不變,基本供求關係在未來中期仍將支持商品價格保持強勁,其潛在短期調整會是買入機遇。考慮到未來數年強勁的增長憧憬等因素,因此將風險回報維持吸引,並重申其屬於少數可同時受惠於產量增加及商品價格上升的公司。
2.摩根大通降華潤電力(00836)目標價至13元,評級爲“增持”,該行預計,在供應緊張、下遊需求強勁下,煤價將在每噸700元人民幣以上維持一段時間。在行業內,小摩僅偏好華潤電力;該行建議未來三個月投資者可做倉位控制,長期倉位可選潤電,及短期倉位可選華能(00902),因後者對煤價最爲敏感。
3.匯豐銀行將Facebook(FB)目標價由220美元上調至275美元,維持“減持”評級,分析師表示,Facebook將繼續保持強勁的業績,對在線廣告的強勁需求將在第二季度繼續保持。不過,該分析師還認爲,其“監管晴雨表沒有顯示出明顯降溫的跡象”,全球各地的監管機構都在“一致努力”約束Facebook看門人的位置。
【碧桂園服務、Facebook支持10倍槓桿日內交易】

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