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麥格理上調安踏目標價16.5%至212元,升今明兩年盈測

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1.麥格理維持安踏體育(02020)“跑贏大市”評級,目標價由182港元升16.5%至212港元。該行預計安踏品牌零售銷售額將實現年複合增長率 21.5% ,爲公司指引目標範圍爲18-25%的中位數,並在2025年之前獲得份額;上調其今、明年的盈利預測2-3%,以考慮品牌的營業利潤率更高及近期公佈的盈利預喜。

2.Truist將英偉達(NVDA)的目標價從768美元上調至910美元,並維持該股的“買入”評級,分析師表示,數據顯示市場需求正在上升,終端市場應該“繼續快速增長”,並繼續認爲英偉達是人工智能計算領域的領導者,能夠實現公司的結構性增長。

3.高盛將美國超微公司(AMD)目標價從106美元上調至111美元,並重申“買入”評級,該行認爲華爾街低估了美國超微公司的長短期收入增長和利潤率擴張的潛力,同時重申美國超微公司在其確信購買名單上的位置,2022年和23年預期EPS比市場預期分別高出41%和64%。

【安踏支持20倍槓桿日內交易】

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