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Stifel看高微軟至305美元,預計Q4業績遠超預期
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1.招商證券國際升舜宇光學(02382)目標價至220港元,評級爲“中性”,該行預計公司上半年業績將是穩健且符合預期,鑑於利潤率預期更好,由於手機鏡頭價格壓力和智能手機需求放緩,該行指一直對公司持保守態度。
2.匯豐研究首予福萊特玻璃(06865)“買入”評級,目標價43港元,報告稱多晶硅本週價格維持強勁,由於晶圓生產商補貨,短期未見有重大下行空間,並支持未來六至十二個月供需關係緊張,而且考慮到ESG熱潮,料對光伏設備的投資熱情仍會擴張。
3.Stifel將微軟(MSFT)目標價由285美元上調至305美元,維持“買入”評級,分析師表示,儘管維持較高的同比增幅將越來越具挑戰性,但微軟仍有能力在2022財年實現低雙位數的營收增長,並維持其目前的毛利率表現,以及實現當前華爾街對其自由現金流增長的預期。
【微軟等支持10倍槓桿日內交易】

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