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營收展望弱於預期,傑富瑞大削騰訊音樂目標價

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1.瑞銀維持舜宇光學科技(02382)“中性”評級,目標價由260港元降至230港元,調低今明兩年每股盈利預測分別5.6%及5.8%,報告中稱,公司上半年毛利率同比有所改善,不過欠佳的產品組合顯示智能手機品牌的規格升級有所放慢。

2.摩根大通下調微盟集團(02013)目標價至17港元,評級“增持”,該行指,公司上半年增加了1700名員工,以支持業務轉型。短期利潤下跌不是主要憂慮,只要收入維持動力就可以支持其投資回報。

3.傑富瑞將騰訊音樂(TME)目標價下調至16美元,維持“買入”評級,該行稱,騰訊音樂第二季度的業績基本符合預期,但是該公司社交娛樂營收面臨着來自宏觀方面、市場競爭和產品調整的壓力。

【騰訊音樂、微盟等支持5倍槓桿日內交易】

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