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大行每日評級 | 周大福績後大漲,多家大行上調其目標價
今日看點
1.花旗予周大福(01929)“買入”評級,目標價由12.5港元升26.5%至17港元,該行預計,公司於中國內地市場的批發毛利將恢復正常化至27至28%,同時今年將在內地增加700間以上分店,當中75%至80%會以特許經營模式展現。周大福業績超預期,今日收漲6.1%。
2.美銀證券重申中軟國際(00354)“買入”評級,目標價由11.5港元上調15.6%至13.3港元,該行稱,儘管近期公司股價上漲,該行仍然認爲其估值與MSCI中國指數相比更具有吸引力,同時上調2021-23年度盈利預測1%至7%。鴻蒙發佈後,中軟國際連續大漲,今日盤初股價創歷史新高。
3.摩根士丹利維持蘋果(AAPL)“增持”評級,目標股價爲161美元,分析稱,在發佈會之後,蘋果的垂直整合生態系統仍然是競爭對手無法複製的差異化關鍵點,其中包括世界級的硬件、軟件和行業領先的服務。新軟件更新,加上今年夏末和秋季發佈的新硬件,將使蘋果在2022財年實現連續第三年的增長。
【蘋果支持10倍槓桿日內交易】

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