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高盛將騰訊調入確信買入名單,認爲其股價調整已屬過度

今日看點

1.高盛籲“確信買入”騰訊(00700),目標價由906元降至759元,稱公司正加大對內地及全球網遊業務投資、廣告、小程序及視頻業務變現化正轉強,但稱考慮到所面臨的監管不明朗風險因素,對其估值折讓由10%加大至15%。

2.花旗維持阿裏巴巴-SW(09988)“買入”評級,目標價由297元降至288元,花旗對阿裏擴大回購計劃至150億美元看法正面,意味管理層對長遠增長前景有信心,也反映出阿裏現金流生產能力強勁。

3.瑞銀將百度美股(BIDU)目標價從340元降至250元,維持“買入”評級,分析師指出7月監管行動有所加強,表明廣告的需求將走弱,不過百度的廣告業務受監管的程度不如其他同業高。

【騰訊、阿裏巴巴等支持20倍槓桿日內交易】

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