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每日大行評級 | 大行對績後的騰訊、小米看法不一

今日看點

1. 大和升騰訊控股(00700)目標價2.4%至870港元,評級爲“買入”,該行看好微信視頻和其在遊戲領域的影響,預計金融科技領域改革對其影響不大。摩根大通則下調騰訊目標價至800港元,評級爲“增持”,認爲騰訊目前估值合理,可輕微跑贏同業。

2. 花旗重申小米集團-W(01810)“買入”評級,目標價爲30港元,預計首季前景強勁,主要受益產品組合改善及減低宣傳。大和則降小米目標價至25港元,憂網遊業務令互聯網收人增長受壓和智能手機供應鏈存在風險。

3. 高盛首予百度集團-SW(09888)“買入”評級,目標價373港元。認爲疫情對百度核心廣告業務最壞時刻已過,其非核心雲業務及智能駕駛業務的進展可觀,將釋放重大價值。

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