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匯豐升比亞迪目標價至350港元,料新能源車的增長動力會更強

今日看點

1.匯豐維持比亞迪股份(01211)“買入”評級,目標價由340港元升至350港元。該行表示,新能源車增長繼續跑贏大市,上調2021-22年新能源車銷量預測13%,另外也看好其分拆業務如IGBT能源半導體等,預計有助釋放價值並帶來估值重評。

2.瑞信將中聯重科(01157)評級由“跑贏大市”降至“中性”,目標價由16.19港元大幅下調43.3%至9.18港元。該行稱,由機隊年齡結構、運營時間和最近的渠道建議檢查中,顯示當前的行業升級週期即將結束,即使宏觀需求有支持,但也可能在下半年開始疲弱;儘管如此,並不期望會是漫長的下行週期。

3.Wedbush予通用汽車(GM)“優於大盤”評級,目標價85美元,較上週五收盤價高出45%。報告中稱,公司將在今年完全轉向電動汽車,在投資者眼裏將變成科技股。另外,去年初通用汽車發佈的Ultium專屬電池平臺,也將使其處於一個相當有利地位。

【比亞迪股份等支持10倍槓桿日內交易】

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