异动解读｜第一资本盘中上涨3.3%，瑞银上调目标价叠加Q2业绩超预期余温

行情直击08-03

8月3日，第一资本（COF）盘中上涨3.3%，报215.84美元/股，成交额2.46亿美元。

消息面上，瑞银当日将第一资本目标价由275美元上调至280美元，维持买入评级。此前花旗（目标价295美元）、Rothschild & Co Redburn（目标价275美元）等多家机构亦维持买入评级，市场对该股看多共识较为一致，FactSet统计的分析师平均目标价为257.68美元。

基本面方面，公司7月披露的Q2财报大幅超预期，调整后EPS为5.81美元，超市场预期的4.77美元达21.8%；营收158.5亿美元亦超预期。核心驱动来自信贷质量持续改善，信用卡业务释放超7亿美元贷款损失准备金，净坏账率和拖欠率同比、环比均下降，Discover整合协同效应亦在加速兑现。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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