加拿大丰业银行将亚马逊目标价从300美元下调至275美元。 来源：滚动播报 ...

格隆汇2月3日｜加拿大丰业银行将甲骨文公司目标价从260美元下调至220美元。 ...

丰业银行将南方铜业的目标价从92美元上调至125美元，仍维持"跑输大市"评级。(格隆汇) ...

丰业银行将云安全公司Datadog的目标价从217美元下调至180美元，以反映该公司在OpenAI方面的营收 风险，维持"跑赢大市"评级。(格隆汇) ...

格隆汇1月24日｜近期，尽管特朗普放缓了对欧调门，但华尔街仍担心，他对欧洲大陆的敌意和贬低可 能会导致美股最大的买家群体之一退出市场。事实上，已有迹象表明这种情况正在发生。管理着2.3万 亿欧元（2.7万亿美元）资产的欧洲最大资产管理公司东方汇理首席投资官Vincent Mortier表示："我们 看到越来越多的客户希望分散美股风险。这一趋势始于2025年4月，但本周有所加速。"他表示，任何形 式的"脱钩"都将是一个长期且复杂的过程。欧洲投资者持有约10.4万亿美元的美股，其中超过一半由特 朗普威胁加征关税的八个国家的投资者持有。加拿大丰业银行策略师Hugo Ste-Marie指出，欧洲人持有 的美股占外国人持有美股总量的49%，这一庞大比例足以对市场构成威胁。虽然欧洲不太可能一致行动 抛售美国资产，但随着特朗普的威胁和侮辱持续，从伦敦到柏林再到马德里的基金经理们收到客户关于 减持美国资产的咨询日益增多。 ...

Group 1 - The core viewpoint of the article is that Canadian Imperial Bank of Commerce has raised the target price for Amazon (AMZN.US) from $275 to $300 [1] Group 2 - The adjustment in target price reflects a positive outlook on Amazon's performance [1] - The new target price indicates a potential upside for investors considering Amazon's stock [1] - This change may influence investor sentiment and trading activity related to Amazon shares [1]

Core Viewpoint - Two brothers, Michael and George Doumet, are suing Bank of Nova Scotia for wrongful termination from their stock-analyst positions, claiming unjust treatment and breaches of the bank's personal-trading policy led to their dismissals [1][2][19]. Group 1: Termination Details - The Doumet brothers were terminated after a compliance review revealed Michael Doumet's frequent trading in a small-cap stock and communication with the company's CFO, leading to allegations of policy breaches [3][10]. - Following the firings, three senior compliance employees were also dismissed for failing to escalate trading concerns, indicating a broader issue within the compliance department [4][5]. - The firings occurred swiftly, with both brothers receiving termination letters in separate five-minute meetings with their supervisor [8]. Group 2: Financial Background - Michael Doumet earned approximately C$400,000 (about $290,000) in total compensation in 2023, while George Doumet earned around C$490,000 [7]. - The brothers are seeking a combined C$1.65 million in severance pay and damages in their lawsuit against Scotiabank [9]. Group 3: Compliance and Investigations - The compliance department's internal probe was prompted by a whistleblower complaint, leading to an external investigation by law firm Torys LLP [4][16]. - The Doumet brothers failed to register their wives' trading accounts as related-party investment accounts, which was cited as a violation of the bank's trading policy [17][20]. - Scotiabank has faced increased scrutiny regarding its compliance controls, particularly following a significant anti-money-laundering settlement with US authorities [5].

Group 1 - The core viewpoint of the article is that Canadian Imperial Bank of Commerce has raised the target price for Alphabet (GOOG.O) from $336 to $375 [1] Group 2 - The adjustment in target price reflects a positive outlook on Alphabet's performance and potential growth [1] - The new target price indicates an increase of approximately 11.6% from the previous target [1] - This revision may influence investor sentiment and market perception regarding Alphabet's stock [1]

Group 1 - The target price for Bristol-Myers Squibb has been raised from $53 to $60 by Bank of Nova Scotia [1]

Core Insights - The company is expected to pivot towards growth by 2026, as indicated in the annual report and discussions during the Investor Day [1]. Group 1: Growth Expectations - The company anticipates growth to stem from its international banking business, which is seen as a key differentiator compared to competitors [2].