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瑞銀大削快手目標價超70%,以反映直播收入轉弱等負面因素

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1.瑞銀維持對快手(01024)買入評級,目標價由400港元大幅降至115港元,以反映其用戶趨勢的短期壓力,以及直播收入轉弱、電商變現減慢及近期經營開支提升等,料今年日活躍用戶將按年升14.7%至3.03億人,而次季日活躍用戶則會按季跌1%。

2.大和重申中芯國際(00981)“沽售”評級,該行表示,中芯次季業績表現向好,指引超出預期,但市場對其庫存、資本開支等仍維持關注。

3.大和重申比亞迪(01211)“買入”評級,目標價升29%至356港元,將2021-23年的新能源汽車銷量預測提高9%-23%至44.2-53.8萬輛,並將比亞迪2021-23年每股盈利預測上調4%-11%,反映其電池業務將在2022-23年貢獻穩健的銷量。

【比亞迪、中芯國際均支持10倍槓桿日內交易】

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