Core Viewpoint - Morgan Stanley has raised the target price for Alphabet, the parent company of Google, from $200 to $232 [1] Group 1 - The adjustment in target price reflects a positive outlook on Alphabet's financial performance and growth potential [1]

港股快手(01024.HK)涨超5%，汇丰上调快手目标价至82港元。 ...

智通财经7月17日电，瑞银将甲骨文公司目标价从每股250.00美元上调至280.00美元。 ...

智通财经7月16日电，瑞银将谷歌母公司Alphabet目标价从186美元上调至192美元。 ...

智通财经7月16日电，花旗调高泡泡玛特的盈利预测，并将目标价从308港元上调至384.5港元，预计在 IP热度、海外扩张、补货和新品推出带动下，公司下半年将继续保持增长动能。花旗称，股价近期回调 后估值更具吸引力，提供了较好入场时机。 花旗上调泡泡玛特目标价近25% ...

Core Viewpoint - Oracle's stock rose by 2% in pre-market trading following an upgrade in its target price by institutional investors [1] Group 1 - The increase in Oracle's stock price indicates positive market sentiment and confidence from analysts regarding the company's future performance [1]

Core Viewpoint - Morgan Stanley has raised its target price for Hong Kong Stock Exchange from HKD 440 to HKD 500, citing strong performance year-to-date and increased confidence in the financial system cycle bottoming out [1] Summary by Category - **Target Price Adjustment** - The target price for Hong Kong Stock Exchange has been increased from HKD 440 to HKD 500 [1] - **Performance Insight** - The adjustment reflects the strong performance of the Hong Kong Stock Exchange year-to-date [1] - **Market Confidence** - There is an enhanced confidence in the financial system cycle reaching its bottom [1]

Group 1 - Morgan Stanley reported that Home Depot raised its earnings per share forecasts for fiscal years 2025 and 2026 by approximately 0.4% and 0.6% respectively after the release of its first-quarter financial results [1] - Morgan Stanley increased the target price for Home Depot from $410 to $415, maintaining an "Overweight" rating, indicating a positive risk-reward profile for the company [1] - The new target price is based on a valuation of approximately 25 times the projected earnings per share of $16.65 for 2026, which is considered reasonable given the stock's status as a preferred choice among cyclical stocks covered by the firm [1]

Core Viewpoint - Morgan Stanley has raised the target price for Pop Mart (09992.HK) by 9.8% to HKD 224, citing strong global demand for Labubu 3.0, particularly in the U.S. market, as a key growth driver [1] Group 1 - The strong global demand for Labubu 3.0, especially in the U.S., is expected to facilitate the opening of new stores in the U.S. and other regions, becoming a major growth driver for the next two years [1] - The rapid establishment of Pop Mart's supply chain in Vietnam has exceeded expectations, with most goods exported to the U.S. expected to ship from Vietnam by Q3 this year, potentially reducing the impact of tariffs on profit margins [1] - New products in the U.S. have seen price increases of 12% to 27%, which have been well-received by consumers, indicating that the long-term increase in average product prices could enhance profit margins for the U.S. business as tariff impacts diminish [1]

Group 1 - Morgan Stanley raised the target price for Tencent Music (TME.N) by 12.2% from $14.7 to $16.5, maintaining an "Overweight" rating [1] - The increase in target price is based on the consideration of Tencent Music's long-term strategic investments, applying a 30% discount to market value [1] - The strategic investments include a 2% stake in Spotify, a 2% stake in UMG, and a 0.8% stake in Warner Music Group, which collectively represent a value of $2 per American Depositary Share (ADS) [1] Group 2 - Tencent Music's associated company allocated UMG shares to Tencent Music in 2019, with the first quarter of 2025 being a trigger for this change [1]