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大行每日評級 | 瑞信升李寧目標價近4成,料受惠於618等因素

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1.瑞信維持李寧(02331)“跑贏大市”評級,目標價上調39.3%至85港元,該行通過渠道調查,相信公司今年4月的同店銷售較2019年同期增長超過70%,5月同期則增長超40%,其今年第二季的線下銷售同比或升40%至45%。

2.國盛證券重申阿裏巴巴-SW(09988)“買入”評級,目標價273港元,該行表示,平臺預售提前至24日晚8點,通過避免熬夜、取消PK玩法、加大優惠力度等措施,帶給消費者更好的購物感受。6月1日,天貓“618”開門紅第1小時1700個品牌成交額超越去年全天,1號全天,755個新品牌成交額超百萬。

3.Needham予理想汽車(LI)“買入”評級,目標價37美元,該行表示,理想汽車的產量因芯片短缺而受限,將對今年的銷量構成不利影響。在通貨膨脹的環境下,該分析師預計理想汽車的毛利率不會受到影響,有望達到19%的毛利率目標。

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