ANALYSTS
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—
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INDUSTRIES
AI
AUTOMOTIVE
ABOUT
CONTACT
⚲
◐
CLSA
All CLSA notes
12
July 2026
3
MICROSOFT
Buy
Reiterate
· Jul 30, 2026
$535
maintained
ORACLE
Hold
Initiate
· Jul 20, 2026
$145
maintained
MICROSOFT
Buy
Initiate
· Jul 20, 2026
$535
maintained
June 2026
2
TSMC
Buy
Raise
· Jun 29, 2026
NT$3330
maintained
BROADCOM
Buy
Lowers target
· Jun 25, 2026
$600
from $605
May 2026
1
NIO
Buy
Initiate
· May 27, 2026
HK$55
maintained
March 2026
3
XPENG
Buy
Raises target
· Mar 23, 2026
HK$80
from HK$77
BYD
Buy
Lowers target
· Mar 11, 2026
RMB 130
from RMB 131
NVIDIA
Buy
Reiterate
· Mar 3, 2026
$300
maintained
February 2026
1
XPENG
Buy
Lowers target
· Feb 16, 2026
HK$77
from HK$106
January 2026
2
TSMC
Buy
Raises target
· Jan 28, 2026
NT$3030
from NT$2000
BYD
Buy
Lowers target
· Jan 14, 2026
RMB 131
from RMB 140
12
notes · Last note
July 30, 2026