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Q2業績強勁,大行上調Facebook目標價至425美元

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1.美銀證券重申小米集團-W(01810)“中性”評級,目標價由30港元調低6.7%至28港元,該行認爲,小米互聯網銷售業務爲主要盈利增長動力,而貢獻主要來自中國,若其中國智能手機出貨量放緩,估計互聯網銷售也有影響。

2.Truist將Facebook(FB)目標價從400美元升至425美元,維持“買入”評級,該行稱,視頻、商務和AR/VR產品是Facebook的“關鍵投資領域”,爲其提供了實質性的增長潛力。

3.Argus將AMD(AMD)的目標價格從106美元上調至120美元,並維持“買入”評級,該行認爲該股當前價格尚未完全反映收入增長、利潤率擴張潛力,和對英特爾市場份額的蠶食。分析師還表示,該公司提出收購賽靈思是一個積極的舉措。

【Facebook、AMD等支持10倍槓桿日內交易】

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