大行每日評級 | 大行降騰訊目標價,短期受加大投資影響
今日看點
1.瑞信下調騰訊(00700)目標價至750港元,評級“跑贏大市”,認爲短期而言,市場預測應有所下降,以反映騰訊的投資及變現減慢,但相信不會影響到公司在遊戲產品線及微信生態圈變現的長遠潛力;大和將其目標價至850元,重申“買入”評級,同樣表示三大領域投資令短期毛利率受壓,但投資可爲集團帶來增長引擎。
2.野村重申京東集團(09618)“買入”評級,目標價378港元,該行稱,早前公司CFO在電話會議上透露將繼續投資在社區團購業務,但不太可能像其他競爭對手投入大量資源,該行認爲此舉有助減輕市場對公司有關投資社區團購業務而使盈利下降的擔憂。
3.摩根士丹利維持蘋果(AAPL)目標價161美元,該行認爲市場對蘋果iPhone和其他產品的需求依然旺盛,這說明蘋果股價下跌只是暫時的,市場對app store增長的擔憂反應過度了。
【蘋果、京東集團-SW支持10倍槓桿日內交易】

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