富国银行将可口可乐目标价从79美元上调至87美元。 本文源自：金融界AI电报 ...

据报道，过去一周软件与服务类股票遭遇猛烈抛售，市值蒸发近1万亿美元。一些软件类指数在短短数 日内下跌超过15%。 在经历了科技股过去几年的大幅上涨之后，投资者如今对AI进入"拿业绩说话"阶段，开始严肃质疑其是 否能够成为企业长期盈利引擎。 与此同时，AI龙头股也承压。亚马逊在披露到2026年前将投入近2000亿美元资本开支后，股价下跌约 9%，其他科技巨头也公布了类似规模的投资计划。 这也正是桥水基金创始人瑞·达利欧在迪拜世界政府峰会上淡化近期金价回调的原因。他表示，黄金是 一种分散风险资产，在困难时期往往表现突出，而在繁荣时期相对平淡。 在这种背景下，富国银行上调金价目标就更容易理解，因为黄金并不依赖完美的业绩叙事。 主要机构最新目标金价： 富国银行投资研究院将2026年底的黄金价格目标上调至每盎司6100至6300美元，较此前预测的4500至 4700美元区间大幅提高。 按此计算，目标区间整体上调了1600美元，涨幅接近35%。 尽管近期黄金走势并非一路直线攀升，但与市场其他板块相比，整体情绪依然更具吸引力，尤其是在科 技股和AI股票大幅波动的背景下。 摩根大通：6300美元（2026年底） 瑞银集团：6 ...

Group 1: Gold Price Outlook - Wells Fargo has raised its year-end 2026 gold target to $6,100 to $6,300 per ounce, a significant increase from the previous target of $4,500 to $4,700, representing a $1,600 upward adjustment or nearly a 35% hike [1] - Current spot price of gold is approximately $4,961, indicating a potential upside of 23% to 27% based on Wells Fargo's new target [1] - Other financial institutions have also set their gold price targets for 2026, with J.P. Morgan at $6,300 (+27%), UBS at $6,200 (+25%), Deutsche Bank at $6,000 (+20.9%), and Goldman Sachs at $5,400 (+8.8%) [5] Group 2: Market Sentiment and Tech Sector - The market sentiment towards gold is contrasted by a significant selloff in tech and AI stocks, which has resulted in nearly $1 trillion lost in software and services stocks over the past week [2] - Investors are increasingly skeptical about AI as a long-term profit engine, with major AI stocks like Amazon experiencing a 9% decline after announcing nearly $200 billion in capital spending through 2026 [3] Group 3: Demand Factors for Gold - Central banks are acting as structural buyers of gold, which, along with geopolitical and policy uncertainties, strengthens the case for gold as a safe-haven investment [7] - The anticipated rate cuts in 2026 are expected to lower the opportunity cost of holding non-yielding assets like gold, further supporting its demand [8]

Core Viewpoint - The article highlights a case involving Wells Fargo where an elderly customer, Irving Rosenberg, suffered significant financial losses due to fraudulent withdrawals from his account, raising concerns about the bank's fraud detection systems and customer support for vulnerable clients [3][5][14]. Group 1: Case Details - Irving Rosenberg, a 90-year-old man with health issues, had $814,000 drained from his Wells Fargo account through forged checks, which he was unable to detect due to his condition [3][4]. - The bank initially denied Rosenberg's fraud claim, citing a 60-day reporting window that he missed due to his health challenges [2][9]. - After media involvement, Wells Fargo reversed its decision and agreed to return the full amount to Rosenberg [5][6]. Group 2: Broader Implications - Rosenberg's case is part of a troubling pattern where elderly customers at Wells Fargo have faced similar issues, indicating systemic problems within the bank's fraud prevention measures [7][8]. - The bank has faced significant penalties, totaling nearly $28 billion since 2000, highlighting ongoing regulatory scrutiny and issues with customer trust [8][9]. - The article notes that financial institutions reported over 680,000 suspicious activity reports related to check fraud in 2022, with total losses in the Americas estimated at $21 billion in 2023, disproportionately affecting seniors [8][9][10]. Group 3: Regulatory and Consumer Protection - The 60-day reporting deadline for unauthorized transactions is a standard practice that poses risks for elderly customers, as it places the burden of monitoring on them [9][10]. - Legislative efforts, such as the Financial Exploitation Prevention Act, aim to provide better protections for elderly and disabled customers by allowing banks to delay suspicious transactions [10][11]. - Recommendations for consumers include setting up account alerts, designating trusted contacts, and considering power of attorney to prevent financial exploitation [11][12][13].

Key TakeawaysFormer President Donald Trump has publicly endorsed the potential merger between Nexstar Media Group (NXST) and Tegna Inc. (TGNA), viewing it as a strategic move to foster greater competition against what he terms "Fake News" national television networks.The dissolution of the partnership between Wells Fargo (WFC) and fintech startup Bilt has taken a "chaotic turn," with customers attempting to close accounts reportedly receiving unexpected credit cards.Creditors have leveled accusations agains ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. &Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors, has added two advisor teams in the last two weeks with a combined $250 million in pre-hire assets under management. That includes Four Lights Advisors, a Leesville, S.C. practice with about $125 million in pre-hire assets. The business, which is led by founders and w ...

来源：滚动播报 富国银行将微芯科技的目标股价从每股68美元上调至70美元。 ...

富国银行将亚马逊的目标股价从每股301.00美元上调至每股305.00美元。 来源：滚动播报 ...

Group 1 - Wells Fargo & Company (NYSE:WFC) is viewed positively by Jim Cramer, who highlights the company's recent hiring of a technologist from Amazon Web Services to uncover hidden savings, indicating a strategic move towards efficiency [1] - Cramer emphasizes that Wells Fargo is well-positioned to benefit from advancements in AI technology, particularly in enhancing operational efficiency within the banking sector [2] - The company is recognized for its financial services, which include banking, lending, investment, and wealth management solutions, making it a significant player in the industry [2] Group 2 - While Wells Fargo shows potential as an investment, there are other AI stocks that may offer greater upside and lower downside risk, suggesting a competitive landscape in the AI sector [3]

Core Viewpoint - Wells Fargo raised the target stock price for FedEx from $295.00 to $380.00 [1] Company Summary - The adjustment in FedEx's target stock price indicates a positive outlook from Wells Fargo, suggesting potential growth and increased investor confidence in the company's future performance [1]