Xin Lang Cai Jing·2025-08-15 07:45Group 1 - 招银国际 has given a "Buy" rating to 鸿腾精密 (06088.HK) and raised the target price to HKD 4.96, reflecting a 5% to 15% downward adjustment in earnings per share forecasts for 2025 to 2027 due to the company's business transformation in Q2 [1] - 花旗 maintains a "Buy" rating for 长和 (00001.HK) and has increased the target price to HKD 61, adjusting the net asset value (NAV) forecast to HKD 138.69, with a 56% discount applied [1] - 花旗 has also upgraded the target price for 长实集团 (01113.HK) to HKD 39 while maintaining a neutral rating, citing limited share buyback potential due to global macro uncertainties [1] Group 2 - 汇丰研究 has maintained a "Buy" rating for 网易-S (09999.HK) but lowered the H-share target price to HKD 245, reflecting a 1% to 3% decrease in earnings forecasts for 2025 to 2027 due to higher promotional costs [2] - 中金公司 has maintained a "Outperform" rating for 腾讯控股 (00700.HK) and raised the target price to HKD 8.4, with Q2 revenue of HKD 184.5 billion, a 15% year-on-year increase [3] - 中信里昂 has given 京东健康 (06618.HK) an "Outperform" rating and raised the target price to HKD 64, increasing net profit forecasts for 2025 and 2026 by 15% and 13% respectively [3] Group 3 - 中信证券 has maintained a "Buy" rating for 腾讯控股 (00700.HK), with expectations of Non-IFRS net profits of HKD 258.9 billion, HKD 288.1 billion, and HKD 317.7 billion for 2025 to 2027 [4] - 中信证券 has also maintained a "Buy" rating for 快手-W (01024.HK), highlighting growth potential from AI initiatives and collaborations [4] - 中信证券 has given 优必选 (09880.HK) a "Buy" rating, projecting a compound annual growth rate of 260% for humanoid robot business revenue from 2025 to 2027 [5]