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高盛:升中金公司(03908)目标价至25.1港元 维持“买入”评级
Zhi Tong Cai Jing· 2025-11-03 09:27
智通财经APP获悉,高盛发布研报称,维持中金公司(03908)H股"买入"评级,目标价由22.9港元升至 25.1港元。该行予A股"中性"评级,目标价由42.03元人民币升至46.05元人民币。 中金公布2025年第三 季度业绩,净收入和净利分别为80亿元和22亿元人民币(下同),较该行预期分别高出9%和6%。各业务 板块表现基本符合预期,惟投资银行业务收入表现亮眼,达13亿元,较该行预期大幅高出45%。该行预 期投资者关注焦点将集中于公司对2026年资本市场展望;投行收入强劲增长的驱动因素,尤其香港业务 及交易落实速度;成本控制指引。 该信息由智通财经网提供 ...
郑州银行:携“首”共进,“郑”当时——2025年四季度投资策略报告会圆满落幕
Sou Hu Cai Jing· 2025-10-27 06:40
Core Insights - The investment strategy report meeting hosted by Zhengzhou Bank focused on macroeconomic trends and asset allocation opportunities for the fourth quarter of 2025 [1][8] - The event gathered industry experts and valued clients to discuss the current economic environment and investment strategies [1][3] Group 1: Opening Remarks - The opening speech was delivered by Sun Runhua, Vice President of Zhengzhou Bank, emphasizing the bank's commitment to being a "professional wealth manager" amidst a complex economic landscape [3] - The bank aims to protect value and guide clients through market cycles, fostering a collaborative approach to wealth management [3] Group 2: Macroeconomic Insights - The first keynote address was presented by Dr. Chen Hui, Assistant President of the Asset Management Division at Shichuang Securities, who analyzed the macroeconomic situation and capital market outlook during the economic transformation cycle [4] - This analysis provided valuable references for investors' strategic planning [4] Group 3: Investment Strategies - Dr. Sun Min, an investment manager at Shichuang Securities, discussed investment opportunities in equity markets and fixed-income products, advocating for a "steady progress and dynamic balance" allocation strategy [6] - This presentation aimed to create a clear investment roadmap for the fourth quarter [6] Group 4: Interactive Session - The event featured an interactive Q&A session where attendees engaged with experts on asset allocation and industry opportunities for the fourth quarter [7] - The expert team provided detailed and insightful answers, enhancing participants' investment confidence and creating a lively atmosphere [7] Group 5: Future Outlook - The report meeting concluded with a reaffirmation of Zhengzhou Bank's commitment to client-centric services and collaboration with top partners to deliver professional market insights and customized wealth management solutions [8] - The bank aims to be a trusted wealth manager, helping clients seize timely investment opportunities [8]