大摩:降百融云-W(06608.HK)评级至“与大市同步” 短期收入存不确定性 降目标价至11.5港元

智通财经
Sep 10, 2025
【大摩:降百融云-W(06608.HK)评级至“与大市同步” 短期收入存不确定性 降目标价至11.5港元】智通财经APP获悉,摩根士丹利发布研报称,将百融云-W(06608.HK)今明两年每股盈利预测从0.84及0.97元人民币,下调各至0.58及0.63元人民币,评级降至“与大市同步”,目标价从13港元降至11.5港元。虽然百融云上半年业绩表现强劲,但短期收入或面临政策及零售信贷等不确定性,公司对AI的投资承诺可能在短期内为盈利能力带来压力,长远则有助提升竞争力。

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