大摩：降中国中铁(00390)评级至“与大市同步” 目标价下调至4.6港元_老虎社区_美港股上老虎

大摩：降中国中铁(00390)评级至“与大市同步” 目标价下调至4.6港元

智通财经网2025-08-12

智通财经APP获悉，摩根士丹利发布研报称，考虑到建筑活动低于预期，将中国中铁(00390)及中国建筑(601668.SH)2025至2026年净利润预测下调18%至30%。该行将中铁H股评级从“增持”降至“与大市同步”，目标价由5.6港元下调至4.6港元;中铁A股(601390.SH)维持“与大市同步”评级，目标价由7元人民币下调至5.8元人民币。中国建筑评级从“增持”降至“减持”，目标价由6.5...

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