《大行報告》大摩對內地工業持謹慎態度 升重汽(03808.HK)評級至「增持」 下調濰柴(02338.HK)目標價至9.8元
摩根士丹利發表報告,對內地工業行業持謹慎態度,預期製造活動最早於明年年中開始復甦,而新能源市場料會疲弱。在此背景下,該行鑒別出有突出行業定位、風險回報吸引或估值過高的股份。
由於明年需求不明朗,大摩對鋰電池及雷射行業採用自下而上的選股策略,並對重型卡車的需求恢復有信心,喜好有高行業貝塔(beta)的股份。
該行將中國重汽(03808.HK)股份評級由「與大市同步」升至「增持」,目標價由12.4元上調至17元;濰柴動力(02338.HK)目標價則由14.5元下調至9.8元,評級維持「與大市同步」。
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