异动解读|东方电气盘中下跌3.02%,摩根大通减持叠加花旗大幅下调目标价

行情直击
Jul 14

7月14日,东方电气盘中下跌3.02%,报21.36港元/股,成交额2289.93万港元。

消息面上,摩根大通于7月6日减持东方电气约203.24万股,每股作价约24.33港元,减持后持股比例降至6.9%。此外,花旗近日大幅下调东方电气目标价,由54港元降至30港元,下调幅度达44%,并调低公司未来三年盈利预测1%-6%,原因是市场对其燃气轮机出口收入贡献预期趋于理性。不过花旗维持"买入"评级,指出公司前五个月新订单同比增长10%,未完成订单增长7%至1500亿元人民币。行业层面,重型电气设备板块整体走弱,金风科技跌4.67%,大金重工跌4.19%,哈尔滨电气跌3.06%。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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