摩根士丹利发表研究策略观点，预期海螺水泥的股价在未来15个交易日内将出现绝对上涨，预估此情境 发生的机率约为70%至80%(即极有可能)，予其"增持"评级，A股目标价为29.5元。 ...

Core Viewpoint - Morgan Stanley's report indicates that NetEase's stock price is likely to rise in the next 30 days, with a probability of approximately 70% to 80%, due to recent price corrections making short-term valuations more attractive [1] Group 1 - The anticipated strong performance in NetEase's upcoming Q3 2025 earnings is expected to be driven by its long-standing game, "Fantasy Westward Journey PC" [1] - Morgan Stanley sets a target price of $170 for NetEase's stock and maintains an "Overweight" rating [1]

Core Viewpoint - Morgan Stanley indicates that Xiaomi's stock price could rise by 15% to 20% in the next 3 to 4 months if there is a significant increase in electric vehicle deliveries following a recent decline due to profit downgrade concerns [1] Group 1: Electric Vehicle Deliveries - Analysts, including Gokul Hariharan, have placed Xiaomi's stock on a "positive catalyst watch list," anticipating that monthly electric vehicle deliveries will reach 40,000 units at some point in the fourth quarter [1] - Xiaomi's electric vehicle delivery volume has been hovering around 30,000 units for several months, and any increase would support the valuation of its electric vehicle business [1] Group 2: Stock Performance and Market Sentiment - Over the past month, Xiaomi's stock has underperformed compared to the benchmark index, as investors expect a slowdown in profits from its core smartphone and IoT businesses in the second half of the year [1] - Morgan Stanley maintains a "neutral" rating on Xiaomi's stock with a target price of HKD 60 [1]