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《大行報告》高盛升中通快遞-SW(02057.HK)評級至「買入」 目標價上調至328元
高盛發表研究報告指出,今年以來快遞市場在數量方面超過電商的商品交易總額,定價亦較具韌性,兩方面的趨勢都強於預期,推動今年每件包里的EBIT有所改善。 該行正逐步轉爲看好電商/物流領域的快遞業,並將中通快遞-SW(02057.HK)的評級上調至「買入」,認爲公司今年可重新提升市場份額,估值吸引,目標價上調至328元。 在電商方面,該行下調拼多多(PDD.US)至「中性」評級,料首季商品交易總額穩健增長,但廣告收入增長將由第二季起放緩,目標價降至93美元。此外,該行認爲在中國互聯網和電商領域中,首選仍爲阿里巴巴(09988.HK),評級「買入」及列於確信名單。
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