【国泰君安证券(香港)】研究股票每周更新-250815（2页）.pdf

1、Changes in the past weekEarnings Est.chg?CRCL USCIRCLE INTERNET GROUP6 to 18 months target price is revised downwards from US$305.30 to US$212.00YTable of contentsPage Sectors and related listed companiesPage 1Banking,Computer,Machinery,Media&Culture,Nonferrous Metals,Telecommunications,Virtual Asse

2、t Company Rating DefinitionThe Benchmark:Hong Kong Hang Seng Index/NASDAQ Composite Index Time Horizon:6 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 ou

3、tlook of the company or sector is favorable.NeutralRelative Performance is-5%to 5%or the fundamental outlook 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 out

4、look of the company or sector is unfavorable.Hao Zhou 852-25097582 .hkGUOTAI 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15 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15 August 20256 to 18 Months Target(HK$/US$)23A24F25F26F2

5、7F23A24F25F26F27F23A24F25F26F27F23A24F25F26F27F23A24F25F26F27FBanking02388BOC HONG KONG中银香港Buy38.50HKD3.0953.6964.3724.8775.3671.6721.9892.4532.6672.951327233907946223515665674430.27932.03634.31436.68239.31910.611.913.213.714.1Hunter Zhang张潇子骄30/04/2025Computer00856VSTECS伟仕佳杰Buy8.18HKD0.6560.7570.97

6、91.1491.4320.2630.2650.3120.3660.45692210521361159719915.8536.2156.9287.7658.83211.612.514.915.617.3Muyang 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04/07/202501882H