【国泰君安证券(香港)】研究股票每周更新-250801（2页）.pdf

1、Changes in the past weekEarnings Est.chg?Table of contentsPage Sectors and related listed companiesPage 1Banking,Computer,Machinery,Media&Culture,Nonferrous Metals,Telecommunications,Virtual Asset Company Rating DefinitionThe Benchmark:Hong Kong Hang Seng Index/NASDAQ Composite Index Time Horizon:6

2、to 18 monthsRating Relative PerformanceBuyRelative Performance 15%;or the fundamental outlook of the company or sector is favorable.AccumulateRelative Performance is 5%to 15%or the fundamental outlook of the company or sector is favorable.NeutralRelative Performance is-5%to 5%or the fundamental outl

3、ook of the company or sector is neutral.ReduceRelative Performance is-15%to-5%or the fundamental outlook of the company or sector is unfavorable.SellRelative Performance-15%or the fundamental outlook of the company or sector is unfavorable.Hao Zhou 852-25097582 .hkGUOTAI JUNAN INTERNATIONAL Universe

4、 Weekly Update国泰君安国际研究股票每周更新国泰君安国际研究股票每周更新1 August 2025第 1 页GUOTAI JUNAN INTERNATIONAL Universe Weekly Update国泰君安国际研究股票每周更新国泰君安国际研究股票每周更新1 August 20256 to 18 Months Target(HK$/US$)23A24F25F26F27F23A24F25F26F27F23A24F25F26F27F23A24F25F26F27F23A24F25F26F27FBanking02388BOC HONG KONG中银香港Buy38.50HKD3.095

5、3.6964.3724.8775.3671.6721.9892.4532.6672.951327233907946223515665674430.27932.03634.31436.68239.31910.611.913.213.714.1Hunter Zhang张潇子骄30/04/2025Computer00856VSTECS伟仕佳杰Buy8.18HKD0.6560.7570.9791.1491.4320.2630.2650.3120.3660.45692210521361159719915.8536.2156.9287.7658.83211.612.514.915.617.3Muyang

6、Zhao赵沐阳24/03/2024Machinery00558LK TECH#力劲科技Buy4.30HKD0.3530.2570.2510.3730.3520.0910.0800.0760.0860.0974843503425094811.4071.4591.6571.9452.20016.817.916.120.717.0Muyang Zhao赵沐阳04/07/202501882HAITIAN INTL海天国际Accumulate25.12RMB1.5611.9302.0732.0042.2630.5990.6730.7260.7010.7922492308033093198361111.7