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》美銀下半年最看好銅 降信義光能(00968.HK)評級至中性
美銀就金屬行業的研究報告指,在今年初發表的全年報告中首選金,其次看好鋁及銅,而最不看好的是多晶矽、焦煤及鋰。下半年,該行料地產行業將持續疲弱,電動車增長逐漸放緩,今年第四季至明年上半年家電錄負增長,以及太陽能安裝按年跌30%,但當中電網投資應表現強勁。 該行指,預期行業領先者會繼續領先,而落後者則會更落後。而上半年金價急升後,以及憂慮太陽能的表現,該行在下半年最看好銅,並最看淡太陽能物料。因此,將信義光能(00968.HK)評級由「買入」降至「中性」,目標價由3.7元降至2.6元;洛陽鉬業(03993.HK)評級由「中性」升至「買入」。首選為紫金礦業(02899.HK)、山東黃金(01787.HK)(600547.SH)及中國宏橋(01378.HK)。 公司 │ 評級 │ 目標價 紫金礦業(02899.HK) │ 買入 │ 19→23元 洛陽鉬業(03993.HK) │ 中性→買入 │ 6.5→8.5元 江西銅業(00358.HK) │ 跑輸大市 │ 10→11元 山東黃金(01787.HK) │ 買入 │ 26→32元 招金礦業(01818.HK) │ 買入 │ 21.5→24元 中國鋁業(02600.HK) │ 買入 │ 5→6.3元 中國宏橋(01378.HK) │ 買入 │ 16→20元 贛鋒鋰業(01772.HK) │ 跑輸大市 │ 15→17元 天齊鋰業(09696.HK) │ 跑輸大市 │ 18→21元 信義光能(00968.HK) │ 買入→中性 │ 3.7→2.6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