2025-06-09-花旗集团-花旗最受关注-科技与通信_13页_563kb

报告摘要

Citi Global Research introduces a Super-Sector lens for the Tech & Communications industry, incorporating Technology, Payments, Processors & IT Services, Media, and Telecoms. Recent analyses focus on disruptive trends like AI, with key insights:

NVIDIA Corp (NVDA.O): Positive AI moat and strong performance; Buy recommended with a target price of $180.
Broadcom Inc (AVGO.O): Expected to exceed earnings expectations due to AI; Buy reiterated, target raised to $285.
Xiaomi (1810.HK): Potential profitability in H2 2025; Buy with target HK$73.
Uber Technologies (UBER.N): Improved integration and AV progress; Buy recommended with target $102.
MercadoLibre (MELI.O): Short-term GM pressure from free shipping changes; negative view highlighted.
Airbnb Inc (ABNB.O): Growth drivers from new markets and services; Buy maintained, target $155.
MongoDB Inc (MDB.O): Potential recovery and AI catalysts; Buy/High Risk with unchanged target $330.
Coherent Corp (COHR.K): Thesis intact with profitability improvements; Buy raised to $115.