<p>美的集團 (00300.HK) +1.700 (+1.993%) 空頭頭寸 $170.73M; 比率 32.328% 今天（11 日）開盤持平，盤中最高達到 88.2 港元。最後報 87.4 港元，上漲 2.46%，成交量為 505.05 萬股，涉及金額 4.38 億港元。美的集團 (000333.SZ) +0.800 (+0.995%) A 股上漲 1.7%，報 81.73 元人民幣。恒生指數最後報 26,232 點，下跌 160 點，跌幅 0.6%。</p>
<p>我們最新整理的來自兩家券商對美的集團的投資評級和目標價如下：</p>
<p>券商 | 評級 | 目標價 | 核心觀點摘要</p>
<p>BofAS | 買入 | 101.6 港元 / 96 元人民幣</p>
<p>管理層重申其全球化和 2B 轉型戰略，目標是在 2028 年前海外 OBM 業務實現超過 15% 的年複合增長率，同時通過成本控制抵消商品價格波動帶來的壓力。</p>
<p>摩根士丹利 | 增持 | 89.1 元人民幣</p>
<p>2026 年盈利指引保持不變。海外擴張和 ToB 業務（機器人和新能源）預計將成為長期增長驅動力。公司還計劃將近 100% 的淨利潤用於分紅和股票回購。</p>
<p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-05-08 16:25。）（A 股報價延遲至少 15 分鐘。）</p>

美的集團

國泰中證全指家用電器ETF

富國中證全指家用電器ETF

易方達中證家電龍頭ETF

博時龍頭家電ETF

廣發中證全指家用電器ETF

<p>美的集團股價上漲 2.46%，至 87.4 港元，成交額為 4.38 億港元。美銀證券將該股票評級為 “買入”，目標價為 101.6 港元，強調其全球化戰略和成本控制。摩根士丹利將其評級為 “增持”，目標價為 89 人民幣，突出了海外擴張及分紅和股票回購計劃。該公司的 A 股也上漲 1.7%，至 81.73 人民幣。空頭頭寸達到 1.7073 億美元，比例為 32.328%</p>

<p>MIDEA GROUP (00300.HK) +1.700 (+1.993%)  Short selling $170.73M; Ratio 32.328%  opened flat today (11th) and reached an intraday peak of HKD88.2. It last stood at HKD87.4, up 2.46%, with turnover of 5.0505 million shares, involving HKD438 million. MIDEA GP (000333.SZ) +0.800 (+0.995%)  A-shares rose 1.7% to RMB81.73. The HSI last reported at 26,232, down 160 points or 0.6%.</p>
<div class="lb-trans"><p>美的集團 (00300.HK) +1.700 (+1.993%) 空頭頭寸 $170.73M; 比率 32.328% 今天（11 日）開盤持平，盤中最高達到 88.2 港元。最後報 87.4 港元，上漲 2.46%，成交量為 505.05 萬股，涉及金額 4.38 億港元。美的集團 (000333.SZ) +0.800 (+0.995%) A 股上漲 1.7%，報 81.73 元人民幣。恒生指數最後報 26,232 點，下跌 160 點，跌幅 0.6%。</p>
</div><p>Our latest compilation of investment ratings and target prices on MIDEA GROUP from two brokers is summarized as follows:</p>
<div class="lb-trans"><p>我們最新整理的來自兩家券商對美的集團的投資評級和目標價如下：</p>
</div><p>Broker | Rating | TP | Core View Summary</p>
<div class="lb-trans"><p>券商 | 評級 | 目標價 | 核心觀點摘要</p>
</div><p>BofAS | Buy | HKD101.6 / RMB96</p>
<div class="lb-trans"><p>BofAS | 買入 | 101.6 港元 / 96 元人民幣</p>
</div><p>Management reiterated its globalization and 2B transformation strategy, targeting a CAGR of over 15% for overseas OBM business before 2028, while offsetting pressure from commodity price fluctuations through cost controls.</p>
<div class="lb-trans"><p>管理層重申其全球化和 2B 轉型戰略，目標是在 2028 年前海外 OBM 業務實現超過 15% 的年複合增長率，同時通過成本控制抵消商品價格波動帶來的壓力。</p>
</div><p>M Stanley | Overweight | RMB89.1</p>
<div class="lb-trans"><p>摩根士丹利 | 增持 | 89.1 元人民幣</p>
</div><p>2026 earnings guidance remains unchanged. Overseas expansion and ToB businesses (robotics and new energy) are expected to become long-term growth drivers. The company also plans to allocate nearly 100% of net profit to dividends and share buybacks.</p>
<div class="lb-trans"><p>2026 年盈利指引保持不變。海外擴張和 ToB 業務（機器人和新能源）預計將成為長期增長驅動力。公司還計劃將近 100% 的淨利潤用於分紅和股票回購。</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-08 16:25.) (A Shares quote is delayed for at least 15 mins.)</p>
<div class="lb-trans"><p>（香港股票報價延遲至少 15 分鐘。空頭數據截至 2026-05-08 16:25。）（A 股報價延遲至少 15 分鐘。）</p>
</div>

MIDEA GROUP Soars 2.5% Against Mkt; BofAS, M Stanley Rate Buy and Overweight

AASTOCKS News

恆生指數

美國銀行

摩根士丹利

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

美的集團股價上漲 2.5%，跑贏大盤；美國銀行證券和摩根士丹利分別給予買入和增持評級