格隆汇7月31日｜摩根大通：将微软(MSFT.US)目标价从475美元上调至565美元。 ...

Group 1 - Morgan Stanley's research report indicates that HSBC Holdings' adjusted pre-tax profit for the second quarter exceeded the bank's expectations and market consensus by 10% and 12% respectively, primarily driven by non-interest income [1] - Net interest income also surpassed expectations by 2%, and HSBC reaffirmed its full-year net interest income guidance, which Morgan Stanley believes can offset the impact of higher provisions for Hong Kong commercial real estate, alleviating concerns for the quarter [1] - Morgan Stanley raised its earnings per share forecast for HSBC by 1.6% to 3%, aligning closely with consensus [1] Group 2 - HSBC is rated "in line with the market" for its London listing and "overweight" for its H-shares, with the target price increased from HKD 90 to HKD 107.1 [1]

格隆汇7月30日｜摩根大通将在线旅游服务商Booking Holdings目标价从6000美元上调至6250美元。 ...

Group 1 - Morgan Stanley has raised Boeing's (BA.US) target price from $230 to $251 [1]

Core Viewpoint - Credit Lyonnais has raised the target price for WuXi AppTec (02359.HK) to HKD 113.7, citing strong performance in Q2 2025 with revenue and adjusted net profit growth of 20% and 48% year-on-year respectively, aligning with the earnings forecast released on July 10, 2025 [1] Group 1: Financial Performance - WuXi AppTec's Q2 2025 revenue and adjusted net profit increased by 20% and 48% year-on-year, respectively [1] - The company has revised its revenue growth guidance for ongoing operations in 2025 from 10%-15% to 13%-17% [1] - Free cash flow guidance has been adjusted from RMB 4 billion to 5 billion to RMB 5 billion to 6 billion [1] Group 2: Future Outlook - The updated revenue guidance is considered not aggressive given the strong performance in the first half of the year [1] - The adjusted net profit margin for 2025 is expected to improve compared to 2024 [1] - Credit Lyonnais has raised its full-year revenue and net profit forecasts for WuXi AppTec for 2025 to 2027 by 3%-4% and 13%-17%, respectively, reflecting the latest guidance [1] Group 3: Investment Rating - The target price for WuXi AppTec's H-shares has been increased from HKD 92.40 to HKD 113.70 [1] - Credit Lyonnais maintains an "outperform" investment rating for the company [1]

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% ...