花旗降美團目標價至357元,稱外賣騎手的社保開支增加
今日看點:
1.花旗下調美團(03690)目標價至357港元,評級爲“買入”,該行指,在國家政策要求平臺提升對員工的權益保障後,預期美團對旗下外賣騎手的社保開支增加,相關影響可能需要約五年時間完全反映,因此對次季預測維持不變,對美團的社區服務及超級APP定位繼續看好。
2.高盛升信義光能(00968)目標價12%至23元,花旗升信義光能目標價74%至20元,預計內地明年太陽能產能將會加快,原材料硅的價格將會在6-7月見頂後回落。因光伏玻璃跌價49%而受影響,現時行業增加產能較預期少,光伏玻璃再跌價機會有限,因爲八月庫存出現下跌。
3.傑富瑞予Facebook(FB)“買入”評級,目標價升至425元,分析師稱,上季度的業績遠遠好於預期,營業收入高於市場預期,營業費用也低於預期,他認爲認爲Instagram上相對較新的Reels功能帶來的用戶參與度值得關注。
【比亞迪、信義光能等支持10倍槓桿日內交易】

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