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大行每日评级 | 瑞信看好线上医疗健康平台,首选京东健康
今日看点
1.瑞信指,内地线上医疗高增长的情况会持续,主因去年疫情带动线上医疗的增长。科技创新将是未来增长的基础,预期临床决策支持系统将于短期内可以大规模商用。首选京东健康(06618),其次是阿里健康(00241),最后是平安好医生(01833),均首予跑赢大市评级,目标价分别为161港元、30港元及115港元。
2.花旗重申对小米集团-W(01810)的买入评级,目标价30港元。该行认为小米被移出黑名单还可能增加公司自6月21日起被重新纳入富时罗素指数的机会。相信市场对智能手机市场疲软的担心是过度的,预计小米能够在二季度实现强劲增长,因市场份额扩张。
【小米集团支持20倍杠杆日内交易】
3.Oppenheimer维持对Moderna(MRNA)“跑赢大盘”评级,目标价206美元,对于潜在35%的上涨空间。该行称,公司员工数增加了2倍,并继续按照行业战略向高端制造和智能领域入大量的资源,业绩有望在未来得到兑现。公司几乎不会受到专利版权带来的利空影响。

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