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大行每日評級 | 瑞信看好b站,大行依然聚焦週期股

今日看點

1. 瑞信首予嗶哩嗶哩-SW(09626)“跑贏大市”評級,目標價1088港元。該行稱,公司有計劃推出更多不同類型的內容,預計可提升用戶忠誠度,加上廣告業務增長,以及有潛在獲納入指數的機會,看好長遠發展前景。

2. 瑞信升中國鋁業(02600)目標價至5港元,評級“跑贏大市”;摩根士丹利重申中國鋁業“增持”評級,目標價5港元。大行均認爲鋁價將繼續維持高位,進而提高公司利潤;同時,公司的有效成本管控也十分見效。中國鋁業股價今日大漲,公司公告稱一季度淨利潤同比增長約30倍。

3. 瑞信上調嗶哩嗶哩(BILI)評級至“增持”,目標價140美元。分析師稱,儘管嗶哩嗶哩近期股價有所調整,但該分析師認爲其基本面變化不大。儘管競爭激烈,但該公司不同類別的內容渠道將促進了用戶粘性。

4. Evercore ISI表示NAND行業將走出週期性低估,維持西部數據(WDC)“買入”評級,並將該股列爲行業首選。TipRanks網站顯示,有17位分析師予西部數據“買入”評級,4位予“持有”評級,共識評級爲“強烈買入”,平均目標價爲80.26美元,意味着股價將較當前水平上漲11%。

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