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大行每日評級 | 高盛予美團364元目標價,看好美團優選業務
今日看點
1.高盛重申對美團-W(03690)“買入”評級,目標價364港元,管理層預計將鞏固公司核心業務(包括外賣、到店、酒店及旅遊)在行業中的領導地位,而“美團優選”業務未來將爭取3億至4億的新用戶,其未來潛在利潤或比肩外賣業務。
2.摩根士丹利予微創醫療(00853)“增持”評級,目標價由20.5港元大幅上調248%至71.4港元,該行指,雖然藥物支架(DES)產品將受到採購措施影響銷售及盈利能力,但大摩預計其毛利率下降後仍能達60%,隨着海外市場增長,今年DES銷售也可增長10%,公司前景吸引。
3.Needham予亞馬遜(AMZN)“買入”評級,目標價4150美元,分析師認爲亞馬遜將繼續在多個領域擴大盈利能力和市場佔有率,其中包括電子商務和亞馬遜Web Services雲計算服務,以及其流媒體平臺Prime Video和直播平臺Twitch。

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