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瑞信建議逐步收集騰訊、美團等,重申美團目標價374元

今日看點

1.瑞信重申美團-W(03690)“跑贏大市”評級,目標價374港元,維持京東集團-SW(09618)“跑贏大市”評級及目標價408港元。瑞信認爲,雖然難以估計內地政府的下一步監管行動,但基於部分內地科網股股價已累跌不少,建議逐步收集騰訊、美團、嗶哩嗶哩及拼多多。

2.野村將中興通訊(00763)目標價升20.8%至29港元;花旗將中興通訊評級由“沽售”上調至“買入”,目標價由16.7港元升82.6%至30.5港元,花旗認爲隨着下半年利潤率的提高、來自政府業務收入強勁增長及企業業務持續,公司在中國5G市場份額將會增加,市場盈測預期有上升空間。

3.在特斯拉發佈全自動駕駛FSD V.9.0 Beta版本後,花旗對該股票持“賣出”評級,目標價175美元。分析師稱,FSD V.9.0在流暢性和可視化方面都有了明顯的改善,但脫離率“與以前相比並沒有太大的不同”,它並不能支持特斯拉“很快就能達到超人水平的駕駛表現”的樂觀看法。

【美團、吉利汽車等支持20倍槓桿日內交易】

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