里昂升药明康德目标价至113.7港元 次季业绩强劲 金十数据7月29日讯，里昂发表报告指出，药明康德(02359.HK)2025年第二季收入及经调整非国际财务 报告准则净利润分别按年增长20%及48%，符合2025年7月10日发布的盈利预告。公司将2025年持续经 营业务收入增长指引，从10%至15%上调至13%至17%，自由现金流指引从40亿元至50亿元人民币，上 调到50亿元至60亿元人民币。考虑到上半年强劲表现，上调后的收入指引并不显激进，并重申2025年经 调整非国际财务报告准则净利润率将较2024年有所改善。里昂相应上调药明康德2025至2027年全年收入 及净利润预测，幅度分别为3%至4%及13%至17%，以反映最新指引。药明康德H股目标价从92.40港元 上调至113.70港元，维持跑赢大市投资评级。 ...

摩根大通：将谷歌母公司Alphabet目标价从200美元上调至232美元。 ...

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]