本文源自：金融界AI电报 花旗发表研报，中国中车今年次季盈利按年增长31%至41.9亿元，超出初步业绩中点3%，还因中国国家 铁路集团(CSRG)210组高铁动车组招标，使2025年至今动车组招标(278组)较2024年全年总量(245组)高 出约14%。该行将中国中车2025及2026年盈利预测分别上调9%和10%，以反映上半年好于预期的业绩及 下半年乐观展望，后者得益于上述强劲的动车组招标；将目标价从5.4港元上调至7.3港元，评级从"中 性"上调至"买入"。 ...

Group 1 - KeyBanc raised the target price for Nvidia from $190 to $215 [1]

Group 1 - Morgan Stanley has raised the target price for Cisco (CSCO.US) from $78 to $80 [1]

Core Viewpoint - Morgan Stanley has raised its earnings per share forecasts for Swire Properties for the fiscal years 2025 to 2027 by 11%, 1%, and 2% respectively, reflecting the latest half-year performance and expectations for commercial property leasing and sales [1] Group 1: Earnings and Dividends - The full-year dividend forecast for 2025 to 2027 has been increased by 0.2%, indicating annual growth rates of 4.7%, 4.5%, and 4.5% during this period [1] Group 2: Market Outlook - Morgan Stanley maintains a cautious outlook on the Hong Kong office market due to oversupply and declining demand, which continues to exert negative pressure [1] - Despite the challenging environment, Swire Properties' recurring income from new commercial properties in mainland China, capital recovery measures, and a strong balance sheet are expected to withstand downward pressures [1] Group 3: Price Target and Rating - The target price for Swire Properties has been raised from HKD 18 to HKD 20, while maintaining a "Market Perform" rating [1]

Group 1 - Susquehanna raised Dell Technologies' target price from $105 to $120 [1]

Core Viewpoint - The report from Credit Lyonnais indicates that Uni-President China achieved a year-on-year revenue growth of 10.6% in the first half of the year, exceeding market expectations by 2% due to an increase in OEM revenue [2] Financial Performance - Revenue growth of 10.6% year-on-year, driven primarily by an increase in OEM income [2] - Profitability increased by 33% year-on-year, surpassing market expectations by 6% to 7%, benefiting from lower-than-expected sales expense ratios [2] Future Outlook - Despite a slowdown in beverage business growth in the second half of the year, this is offset by higher OEM revenue and better-than-expected profit margin expansion [2] - Earnings forecasts for 2025 and 2026 have been raised by 5% and 2% respectively [2] - Target price adjusted from HKD 10.3 to HKD 10.5, maintaining an "outperform" rating [2]

Group 1 - The core viewpoint is that Bank of America has raised the target price for Apollo Global Management from $159 to $164 [1]

Group 1 - Citigroup raised Pfizer's target price from $25 to $26 [1]

Group 1 - Citigroup has raised the target price for Pfizer (PFE.US) from $25 to $26 [1]

Core Viewpoint - UBS raised the target price for Palantir from $110 to $165 while maintaining a "Neutral" rating [1] Group 1 - The adjustment in target price indicates a positive outlook on Palantir's future performance [1] - Maintaining a "Neutral" rating suggests that while there is potential for growth, the company may not be a strong buy at this time [1] - The significant increase in target price reflects confidence in Palantir's business model and market position [1]