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瑞銀首予京東物流目標價56.3元,認爲市場對其外部客戶增長擔憂過度

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1.瑞銀首予京東物流(02618)“買入”評級,目標價56.3港元,該行預計,其來自外部客戶的銷售貢獻將從2020年的47%上升到2023年的60%,營業利益率將從2022年開始持續擴大。

2.國泰君安首予奈雪的茶(02150)“增持”評級,目標價24.9元,報告中稱,高端現製茶飲行業高速增長,市場集中度較高;公司擁有強大的品牌力和運營能力,已佔領消費者心智;中短期看奈雪快速開店,長期看零售產品拓展、品牌力/運營效率進一步提升。

3.德銀維持對美光科技(MU)的“買入”評級,目標價110美元,儘管美光第四季度的業績指導“因一些毛利率的不利因素而更加複雜”,但預計DRAM和NAND內存芯片的供應到2022年仍將保持緊張,這爲DRAM和NAND在今年剩餘時間的定價環境提供了信心。

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