大行评级｜摩根大通：下调微博目标价至84港元估值接近低谷惟缺乏增长动力

格隆汇资讯03-18

摩根大通发表研究报告指，投资者对网络业务的整体兴趣提升，微博自2月起股价表现相对亦有在改善。然而，由于广告需求低迷及市场份额因竞争而流失，该行仍对微博前景保持审慎态度。不过，该行相信集团对股东的价值回报为当前股价提供下行保护。虽然估值已接近历史低点，但仍建议投资者在中国在线广告前景开始改善之前不要重新审视集团，维持其“中性”评级，目标价由90港元下调至84港元。该行预计，以固定汇率计算，集团于今年...

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大行评级｜摩根大通：下调微博目标价至84港元 估值接近低谷惟缺乏增长动力

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大行评级｜摩根大通：下调微博目标价至84港元估值接近低谷惟缺乏增长动力