美股最新评级 | 交银国际维持英伟达“买入”评级，目标价260美元

Group 1 - Alibaba (BABA.N) maintains a buy rating with a target price of $203.7, driven by a 36% year-on-year revenue growth in Alibaba Cloud for Q3 FY26, strong AI-driven MaaS demand, and signs of recovery in consumer business [1][9] - Futu Holdings (FUTU.O) maintains a buy rating with a target price of $173.60, reporting a 68.1% year-on-year revenue growth and a 101.9% increase in net profit for 2025, with significant improvements in gross and net margins [2][9] - Tiger Brokers (TIGR.O) maintains a buy rating, with a projected 56% year-on-year revenue growth and a 181% increase in net profit for 2025, benefiting from market activity and historical highs in client asset scale [3][10] Group 2 - Novo Nordisk (NVO.N) receives an outperform rating with a target price of $43.29, facing short-term challenges but expected to rebound with a 17% profit growth starting in 2027 due to new product launches [4][11] - Atour (ATAT.O) maintains an outperform rating, with projected revenue and net profit growth of 35.1% and 34.2% respectively for 2025, supported by expansion in mid-to-high-end stores and improved gross margins [5][12] - NVIDIA (NVDA.O) maintains a buy rating with a target price of $260, with management raising revenue guidance to over $1 trillion for 2025-2027, and Non-GAAP EPS forecasts of $8.06 and $10.52 [6][13]