每日大行评级 | 大行对绩后的腾讯、小米看法不一
今日看点
1. 大和升腾讯控股(00700)目标价2.4%至870港元,评级为“买入”,该行看好微信视频和其在游戏领域的影响,预计金融科技领域改革对其影响不大。摩根大通则下调腾讯目标价至800港元,评级为“增持”,认为腾讯目前估值合理,可轻微跑赢同业。
2. 花旗重申小米集团-W(01810)“买入”评级,目标价为30港元,预计首季前景强劲,主要受益产品组合改善及减低宣传。大和则降小米目标价至25港元,忧网游业务令互联网收人增长受压和智能手机供应链存在风险。
3. 高盛首予百度集团-SW(09888)“买入”评级,目标价373港元。认为疫情对百度核心广告业务最坏时刻已过,其非核心云业务及智能驾驶业务的进展可观,将释放重大价值。

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