大行每日評級 | 小摩首予b站港股目標價1600元
今日看點
1.摩根大通首予嗶哩嗶哩-SW(09626)“增持”評級,目標價1600港元,該行認爲自嗶哩嗶哩在香港第二上市後,有近60%ADR已轉換爲港股,由於美股及港股的估值差距,加上未來有機會納入滬港通股票名單,預期未來會有更多ADR會轉換爲港股。b站港股今日反彈,截至發稿,漲近7%,較目標價有超5成上升空間。
2.摩根大通首予京東集團-SW(09618)“增持”評級,目標價410港元,該行表示,公司在投資策略上較同業更加選擇性及慎重,且在不同網上雜貨模式中更平衡。雖然市場或會下調對公司2021年盈利預測,但相信市場可能低估其收入增長動力及可持續性。
【嗶哩嗶哩-SW、京東集團-SW均支持10倍槓桿日內交易】
3.BMO將動視暴雪(ATVI)評級從“與大盤持平”上調至“跑贏大盤”,目標價從104美元升至116美元,有潛在22%的上升空間,分析師表示,公司管理層經營戰略得到了提升,重製版遊戲《使命召喚》和《魔獸世界》大受歡迎將利於建立可持續的業內生態。

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