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裏昂微降小米目標價至33.5元,料其面臨更緊張的芯片供應情況

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1.裏昂維持小米集團-W(01810)“買入”評級,目標價調低1.5%至33.5港元,該行認爲,公司在第三季全球智能手機出貨量預計同比持平,約4600萬部,而第四季出貨量預計同比升2成至5100萬部。由於下半年零件成本上升,其硬件毛利率可能會下降。

2.摩根大通將福萊特玻璃(06865)評級由“增持”降至“中性”,目標價由31.25港元提升至40.5港元,未來兩年福萊特玻璃的產能增長較大,以及產能較新,可生產出尺寸更太及更薄的太陽能玻璃產品。但該行傾向選擇PE更低的信義光能(00968)。

3.傑富瑞將Moderna(MRNA)的目標價從250美元大幅上調至425美元,並維持“持有”評級,分析師指出,Moderna和特斯拉一樣擁有創新和顛覆性技術,可以快速生產產品,與舊技術相比,風險更低、成功概率更高,且具有更大的潛力。

【小米、友邦保險等支持20倍槓桿日內交易】

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