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阿里目标价再被下调,但大行认为监管收紧对其盈利影响有限

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1.汇丰研究维持阿里巴巴-SW(09988)“买入”评级,目标价由281港元降至263港元,下调盈测。该行认为最近监管收紧对其盈利影响有限,并认为公司基本面稳固并正投资于未来,预计8月首财季业绩的收入同比升38%,经调整EBITA同比则跌10%。

2.摩根大通分别上调中远海控(01919)、东方海外国际(00316)目标价至30港元与330港元。小摩称,随着今明年行业供需面续利好,考虑盐田港早前暂时停运带来的涟漪效应,运费短期预计维持上行周期,特别是长途航程(欧亚及跨太平洋),建议投资者继续紧抱升浪。

3.摩根大通将苹果(AAPL)的目标价从165美元上调至170美元,并维持“增持”评级。分析师表示,iPhone 12系列销量前景光明、产品发布会将刺激该公司股价在7月至9月间迎来历史性表现,加之投资者降低了对iPhone13的销量预期,这意味着该股今年下半年的股价将非常具有吸引力。

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