大行每日評級 | 美銀重申蘋果買入評級，目標價215美元
花旗：下調京東物流(02618.HK)目標價至40港元 評級買入花旗發表研究報告指出，京東物流(02618.HK)去年下半年收入略勝該行預期，但略低於市場預期，公司去年上半年作出重大投資後，受經濟規模和經營槓桿帶動利潤改善。管理層認爲，目前油價飆升的影響可控，因石油成本變數在總成本佔比僅中單位數，以及僅對外包供應商部分補償。該行指出，京東零售今年的收入增長仍將保持相對韌性，來自外部客戶的增長勢頭或將持續。花旗將京東物流的目標價由44港元下調至40港元，以反映高油價對公司利潤帶來的不確定性，但認爲公司受益於京東(09618.HK)具韌性表現，預期京東物流進一步滲透外部客戶，該行維持對其買入評級。
野村：下調京東(09618.HK)目標價至331港元 評級買入野村發表研究報告，指京東(09618.HK)去年第四季綜合收入按年增長23%，符合市場預期，非通用會計準則下經營利潤率按年擴至1%，高於該行預期0.2個百分點，主要來自京東零售及京東物流(02618.HK)的貢獻。期內京東零售收入增長符合預期，經營利潤率增長至2.1%，亦好過預期。野村表示，基本維持對2022至2024年收入及淨利潤率預測不變，預計今明兩年淨利潤率將達到2.3%及2.5%，京東零售收入料增長22%及20%，非通用會計準則下經營利潤率則預期升至3.2%及3.3%。該行維持予京東買入評級，將目標價從348港元下調至331港元。
美銀證券：重申蘋果(AAPL.O)買入評級 目標價215美元美銀證券發佈研報表示，重申蘋果(AAPL.O)買入評級，目標價215美元。美銀證券分析師Wamsi Mohan對蘋果公司數據的分析發現，深圳是iPhone供應鏈的一個材料中心，而蘇州也是蘋果供應商的熱門地點。不過，Mohan認爲，只要停產時間沒有大幅延長，蘋果和富士康有能力在短期內將生產轉移到其他地區，該公司在深圳和蘇州的“重大”敞口應該是“可控的”。
摩根大通：將阿裏巴巴(BABA.N)評級下調至減持，目標價下調至65美元摩根大通分析師Alex Yao將阿裏巴巴(BABA.N)評級從增持下調至減持，目標價從180美元下調至65美元。該分析師表示，由於地緣政治和宏觀風險上升，大量全球投資者正在減少對中國互聯網行業的投資。而阿裏巴巴作爲中國互聯網板塊中被廣泛持有的股票之一，該股近期將繼續面臨拋售壓力。
花旗：維持霧芯科技(RLX.N)買入評級 目標價降至6美元在霧芯科技(RLX.N)第四季度業績公佈後，花旗將該公司的目標價從11.50美元下調至6美元，並維持“買入”評級。花旗分析師Lydia Ling表示，新出臺的、比預期更嚴格的是對非菸草味電子煙的禁令，目前這類產品佔霧芯科技產品組合的80%-90%。該分析師擔心，這種禁令可能會影響用戶獲取、用戶留存和重複購買。
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