大行每日評級 | 花旗大削長汽目標價,瑞穗料蔚來交付量翻倍
今日看點
1. 花旗降長城汽車(02333)評級至“中性”,目標價下調30%至24.9港元,受旗下新能源汽車較低平均售價及毛利率、及原材料成本上升所影響,今年首季業績低於市場20%,並環比下跌40%,下調對長汽於2021-23年核心EBIT毛利率預測。
2. 里昂將小米集團-W(01810)目標價由30港元升6.7%至32港元,維持“買入”評級,料公司首季業績將保持強勁,由於芯片供應短缺,小米將專注於中國及歐盟及高端智能手機,其利潤率應保持較高水平,同時減少折扣,加上廣告收入反彈,導致利潤率增加。
【小米支持20倍槓桿日內交易,通過日內融買入1手小米,僅需佔用本金266港元】
3. 瑞穗予蔚來(NIO)“買入”評級,目標價60美元,儘管汽車廠商仍面臨半導體供應問題,但蔚來2021年汽車銷量依然強勁;由於蔚來在中國換電站領域處於領先地位,將有助於其保持強勁增長勢頭。

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