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大行每日評級 | 高盛分別首予攜程、九毛九目標價360港元和38港元

今日看點

1. 高盛首予攜程集團-S(09961)“買入”評級,目標價爲360港元。該行稱,中國業務穩固復甦,國際業務在2022-23年最終也會復甦,預計可推動多年利潤擴張。相信隨着內地競爭格局緩和,以及疫情後成本結構縮減,長期而言可提升整體業務常態化利潤率。

2. 高盛首予九毛九(09922)目標價38港元,評級“買入”。該行預計,公司將繼續以核心產品太二品牌在中國酸菜魚市場中快速增長,以獲得市場份額,加上運營效率的主要優勢、與GenZ的合作,產品質量和供應鏈能力,擴展到約800億美元的火鍋市場。九毛九今日股價表現亮眼,截至發稿,漲超4%。

【九毛九支持10倍槓桿日內交易,通過日內融買入1手九毛九,僅需佔用本金3135元】

3. 裏昂予美股嗶哩嗶哩(BILI)“買入”評級,目標價128美元。該行預計到2023年,嗶哩嗶哩的月活躍用戶將增加一倍,達到4億人,且隨着來自流媒體、會員和廣告等新的驅動力的增長,公司總收入將增加兩倍,該公司將在2023年實現盈利。

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