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匯豐升小米目標價至38.8元,調升其全年手機出貨預期至2億部
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1.匯豐研究上調小米(01810)目標價至38.8港元,評級“買入”,該行指,公司的物聯網業務擴張上軌道,受惠新產品推出帶動。而在高端手機市場的進一步滲透下,該行預期小米的互聯網服務業務將受惠每月每用戶收入和廣告收入提升,可抵消金融科技方面的下滑。
2.瑞信維持長城汽車(02333)“跑贏大市”評級,目標價升至42元,公司上半年盈喜好過市場預期,公司盈喜中最大驚喜爲高於平均的售價11萬元人民幣,同比及按季上升16%及21%,創新高,主要由於產品組合改善及新產品更高均價。
3.瑞銀上調蘋果(AAPL)目標價,維持“買入”評級,分析師指出,由於iPhone在通常季節性放緩的季度表現強勁,以及Mac銷量在供應鏈受阻時表現較好,他上調了蘋果Q3每股盈利和營收預期。
【小米集團等支持20倍槓桿日內交易】

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