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高盛將藥明生物列入確信買入名單,看好其未來晉身全球CDMO領導股份
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1.高盛列藥明生物(02269)確信買入名單,目標價由157.9元升至170.7元,該行指內地醫健板塊現時及可見將來料會被嚴格監管,不過,過去五年監管的一致性及透明度已明顯改善,對行業長遠增長機遇具正面看法。
2.摩根大通首予奈雪的茶(02150)“增持”評級,目標價15港元,該行料其回本期將加快,店鋪毛利率高於傳統連鎖火鍋店、咖啡店等。隨着店鋪網絡擴張,經營槓桿料支持毛利率。
3.Northland維持DraftKings(DKNG)“跑贏大盤”評級,目標價由70美元上調至75美元,分析師表示,其公佈了“強勁的”二季度業績,並提高了2021年的營收指引。鑑於該公司的上升潛力和在遊戲市場的增長前景,看好該公司的最終盈利能力。
【藥明生物、福萊特玻璃等支持10倍槓桿日內交易】
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