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大行每日評級 | 瑞銀降騰訊目標價,瑞信認爲知乎有50%上漲空間

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1. 瑞信維持騰訊控股(00700)“跑贏大市”評級,目標價800港元,該行認爲公司受惠於旗艦遊戲帶動、社交廣告增長、金融科技業務穩定及雲服務復甦,料公司首季收入和盈利分別同比增長24%和27%;瑞銀下調騰訊控股目標價至780港元,評級爲“買入”,認爲該股仍是行業的核心股份,長期來說充滿樂觀,但短期而言該行輕微下調業務的估值。

2. 高盛重申對安踏體育(02020)“買入”評級及未來12個月目標價158港元,該行參考安踏過往主要股東配股減持歷史,料減持行動對其短期股價有下行壓力,但相信公司在內地體育用品行業增長長期前景。

3. 瑞信首次覆蓋知乎(ZH),給予其“跑贏大盤”的評級,並給出14.1美元的目標價,較週二收盤價9.15美元大幅高出54%。該行認爲中視頻戰略可帶動用戶增長,預計2023年MAU到1.68億;多元化盈利渠道也將爲知乎帶來快速的收入增長,內容商業解決方案預計成爲第一大營收來源。

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