高盛首予泡泡瑪特94元目標價,料銷售額及收入高速增長
今日看點
1.高盛首予泡泡瑪特(09992)“買入”評級,目標價94港元。該行預計公司能夠抓緊中國快速增長的流行玩具市場需求,中國市場份額將從2019年的9%上升到2026年16%,期間市場的年複合增長爲28%,到2026年或達180億美元。
2.高盛下調多支餐飲股目標價,下調頤海國際(01579)目標價由100港元降至42港元,由於競爭及增加投資以推動銷售,預計在盈利下行等方面將進一步承壓;海底撈(06862)“中性”目標價降至45港元,盈測調低9%-12%,以反映新店擴張放慢等因素;呷哺呷哺(00520)目標價降至8.7港元,將2021-23年盈測降11%-24%,以反映放慢擴張。
3.瑞穗證券維持了特斯拉(TSLA)“買入”評級,目標價820美元。分析師稱,特斯拉的銷售額同比增長了121%,正計劃在其位於奧斯汀和柏林的兩個新超級工廠開始生產。雖然特斯拉在中國的銷售可能會放緩,而且其集中的產品線使其在很大程度上依賴於兩種特定車型,但分析師仍堅定看漲。
【特斯拉支持10倍槓桿日內交易】

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