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瑞信削b站目標價至994.56元,但仍相信收入及用戶數增長強勁

今日看點

1.瑞信下調嗶哩嗶哩(09626)目標價至994.56港元,評級“跑贏大市”,該行指,用戶增長展望成爲焦點所在,並相信增長強勁的趨勢可延續至第三季。下調毛利以反映收入非遊戲收入來源增加,以及更高的投資。

2.摩根士丹利將長城汽車(02333)評級由“與大市同步”升至“增持”,目標價上調80%至45元,在強勁車款週期下,該行對公司長遠增長展望及盈利能力看法更加正面,上調2021-23年各年盈測分別10%、36%及57%。

3.美銀美林升微軟(MSFT)目標價由305元至325美元,重申“買入”評級,分析師認爲,Azure和Office 365的優勢可能會使第四財季的營收較441億美元的預期提高2%-3%。

4.裏昂重申阿裏美股(BABA)“買入”評級,目標價爲300美元,該行料阿裏巴巴次季經調整EBITA跌11%,主因投資加大,預計盈利跌勢到9月底的季度有機會擴大,但到12月底止的季度則會出現反彈。

【微軟、嗶哩嗶哩等支持10倍槓桿日內交易】

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