大行评级｜高盛唱多京东集团至477港元；花旗全面大升小鹏、蔚来和理想美股目标价

哈富资讯2021-11-12

花旗：看好中国新能源汽车市场前景全面大升小鹏、蔚来和理想目标价　　花旗分析师Jeff Chung发布研究报告，将小鹏汽车(XPEV.US)的目标价从 53.40 美元上调至87美元，将蔚来(NIO.US)的目标价从70美元上调至87美元，将理想汽车(LI.US)目标价从165美元上调至200美元，并全部维持“买入”评级。　　Chung仍看好中国新能源汽车市场的中期前景。Chung预计，中国...

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夜袭女儿国
2021-11-12
夜袭女儿国
真敢开价啊哈哈哈
小手冰凉super
2021-11-12
小手冰凉super
狗盛
恒跌
2021-11-12
恒跌
让高盛去东京吧！睡不醒他
dun吨dun
2021-11-12
dun吨dun
理想是 200港币还是美金？
- 程小龙:
  港币

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　　花旗发表研究报告指，阿里巴巴(9988.HK)今年“双11”总成交金额达5403亿元人民币，按年升8.5%，低于该行预期的10-15%增长，不过这并非完全意料之外的，因为竞争更激烈，以及消费行业的宏观环境放缓。该行维持其美股目标价240美元，维持“买入”评级。　　花旗指，在经历了前所未有的多重行业逆风之后，欣慰地看到“双11”以温和增长的新常态稳定下来，今年几个主要趋势包括参与商户数量更多，并提供更多产品种类；商家更关心增长质量；第一个“双11”重点关注慈善产品。具体而言，阿里的意图是保持低调，提供一个稳定而优质的购物节，旨在实现可持续增长和履行社会责任。　　高盛：予京东集团买入评级 目标价477港元　　高盛发布研究报告，予京东集团-SW(09618)“买入”评级及列入“确信买入”名单，目标价477港元。　　报告中称，公司“双11购物节”期间总商品交易额大增，并在期间吸引了新用户，尤其是年轻用户，进一步渗透了低线城市，引入了新品牌和本地品牌等。　　该行表示，购物节能支持京东在今年第四季收入同比增长22%，并指出在“双11”期间新加入的客户中，三线或以下城市占77%，中小型品牌同比增加了4倍，综合渠道销售额同比增加1.01倍。　　高盛：维持腾讯买入评级 目标价降至742港元　　高盛发布研究报告称，下调腾讯控股(00700)21-23年收入预测1至2%，主要考虑预期广告收入前景疲弱，但对游戏收入大致维持乐观，以及企业服务业务增长处轨道上，维持“买入”评级，但净利润降6至8%，以反映收入组合变化，以及在再投资周期中加大研发，目标价由748港元降至742港元。　　报告中称，集团第三季手机游戏及个人电脑游戏收入分别同比增9%及1%，至425亿及117亿元人民币(下同)；而国际市场游戏收入增20%至113亿元，占整体游戏收入25%。基于集团加快对人才及工作室的投资，加上国际AAA游戏(制作及营销成本高的游戏)的储备，估计集团可以将在国内市场的领导地位扩至全球市场。　　此外，季内集团广告收入225亿元，同比增5%，按季跌1%，低于该行预期7%。金融科技及企业服务收入433亿元，同比及按季分别增30%及3%，其中云收入增长续高于该行平均水平。　　大摩：下调香港交易所目标价至505港元 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