You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩上調中興(00763.HK)目標價至30元 看好小米(01810.HK)ChatGPT潛力
摩根士丹利發表研究報告表示,雖然認同ChatGPT帶來的熱潮將可能轉化成長期需求的驅動因素,但認為短期內影響不大,對企業2023年盈利增長推動作用亦有限。 大摩預期,今年內ChatGPT不太可能對智能手機出貨量或互聯網收入增長產生積極影響,但假如利好作用提前顯現,預期與同業傳音(688036.SH)比較,小米(01810.HK)應可捕捉到更大的變現機會,因為小米全球月活躍用戶量達到5.82億人,加上其互聯網業務ARPU亦較傳音高12倍,並已率先在揚聲器市場探索AI及語音識別應用,預期較有發展潛力,給予「增持」評級,目標價15元。 該行又將中興通訊(00763.HK)目標價從21.7元上調至30元,評級維持「增持」,認為該公司在伺服器市場份額的提升,將引發估值重估。長飛光纖光纜(06869.HK)評級則由「增持」降至「與大市同步」,料公司去年盈利顯著改善後,今年增長將會放緩,目標價由17元上調至18元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account