大行每日评级 | 大行维持阿里评级,瑞声科技目标价被大幅上调
今日看点
1. 摩根大通重申阿里巴巴-SW(09988)“增持”评级,目标价为320港元。摩根士丹利维持阿里巴巴美股(BABA)“增持”评级及目标价300美元。大行均认为罚单结果将结束投资者对阿里核心商业监管风险的担忧,市场将重心转向公司旗下电子商务领域竞争上。
2. 高盛升瑞声科技(02018)目标价81%至58港元,评级上调至“买入”。该行大幅上调该公司净收入预期,由于产能扩张计划强于预期,手机镜头出货量增加,以及新的相机模组业务带动市场份额提升、相机模组平均销售价上升、更低的运营成本和更低的税率。
3. 德银予以小鹏汽车(XPEV)“买入”评级,目标价48美元。该行认为自研芯片能降低对外国芯片的依赖,该公司正有计划地扩大这一方面的进展。综合而言,在过去的三个月内,华尔街共有6位分析师予以小鹏汽车“买入”评级,1位予以“持有”评级,平均目标价位49.50美元,较当前股价约有43.5%的上行空间。

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