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大行每日評級 | 大摩升小米目標價,中金首予快手353.9元

今日看點

1. 摩根士丹利將小米集團-W(01810)評級由“中性”升至“增持”,目標價由24港元升至31.5港元。該行表示小米具有潛在價值,其人工智能物聯網(AIoT)及互聯網服務的潛在發展被低估,因市場只關注短期盈利表現,而非行業長期發展。

2. 中金首予快手-W(01024)“跑贏行業”評級,目標價353.9港元。該行認爲視頻將逐步成爲用戶娛樂消費、獲取訊息、社交表達的主要媒介,帶動短視頻平臺應用場景不斷豐富,並持續開拓新市場空間。社區背後的網絡效應將成爲快手的核心競爭壁壘,也有望基於社區內用戶不同需求,孵化新的變現模式。

3. 大行紛紛上調多家醫藥板塊公司的目標價,看好他們的前景。瑞銀升康龍化成(03759)目標價43%至226元,瑞銀、麥格理分別上調藥明康德(02359)目標價至235元和203.92元,而大摩微升翰森製藥(03692)目標價至51元。

4. 投行Moffett Nathanson首予Coinbase(COIN)“買入”評級,目標價600美元。分析師認爲這隻股票是“一種非常罕見的資產”,也是唯一一隻提供純粹的加密經濟發展風險敞口的美國大盤股。

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