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《大行報告》大摩下調舜宇(02382.HK)目標價至135元 升比亞迪電子(00285.HK)評級至「增持」
摩根士丹利發表報告,指市場對智能手機行業的看淡觀點是廣泛共識,該行認為在明年上半年前行業都無復甦的可能性,因此預計短期內與智能手機相關的板塊的催化劑有限。 不過,大摩仍將比亞迪電子(00285.HK)評級由「與大市同步」升至「增持」,目標價由17元升至28元。因其新的電動車業務提供了巨大增長潛力,加上疲軟的第二季業績,降低投資者的預期,減少了近期的盈利風險。 另外,大摩下調舜宇(02382.HK)目標價由150元至135元,但維持「增持」評級,因其有良好的非智能手機業務敞口。
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