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高盛首予理想汽車港股240元目標價,並納入確信買入名單

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1.高盛首予理想汽車-W(02015)“買入”評級,並納入確信買入名單,目標價240港元,報告中稱,公司與其他汽車製造商的不同之處,在於爲客戶創造具吸引力電動車體驗,包括願意創新和採用非常規技術。旗下產品理想ONE熱銷,反映其明白客戶需求、經營能力、品牌推廣能力,並將其帶到下一代產品中。

2.大摩將美光科技(MU)目標價降至75美元,評級降至“持股觀望”,雖然分析師承認很難預測週期性轉折,但他們認爲,DRAM內存的情況“正失去動力”,並指出其 "拐點標誌表明要從現在開始保持謹慎”。

3.瑞銀將英偉達(NVDA)的目標價從184美元上調至230美元,並重申“買入”評級,分析師表示,在數據中心業務的推動下,該公司將在下週公佈業績時迎來“又一輪強勁增長”,即便遊戲需求正進入“次季節性”(sub-seasonal)階段。

【美光科技、英偉達等支持10倍槓桿日內交易】

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