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花旗升比亞迪目標價25%,料其即將宣佈外部磷酸鐵鋰電池出貨計劃

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1.花旗升比亞迪股份(01211)目標價25%至410元,預期公司第三季將宣佈大規模的外部磷酸鐵鋰電池出貨計劃,下半年其電動車業務毛利將較上半年大幅上升。

2.野村予吉利汽車(00175)“買入”評級,目標價升8.6%至30.2元,該行表示,公司已自首季逐步退出低端車款Vision的轎車,並在次季顯着減產VisionSUV,另一方面增加了新款、價位較高的車型,相信將帶動整體平均銷售單價提升,並緩解利潤方面的壓力。

3.巴克萊升谷歌A(GOOGL)目標價由3000美元至3200美元,稱公司報告的營收和營業利潤分別比普遍預期高出10%和33%,還表示,數字廣告在這個經濟週期中被證明是“非常有彈性的”,包括谷歌和YouTube在內的整個行業的增長率非常強勁。

【吉利汽車、中國平安等支持20倍槓桿日內交易】

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