华尔街最受关注、最能影响市场走势的研究评级现已汇总于此。以下是由《The Fly》整理的、投资者 需了解的今日机构评级变动。 重点上调评级 责任编辑：郭明煜 华尔街最受关注、最能影响市场走势的研究评级现已汇总于此。以下是由《The Fly》整理的、投资者 需了解的今日机构评级变动。 重点上调评级 Arete 将 Spotify（SPOT） 评级从中性上调至买入，目标价 586 美元。该机构认为公司付费会员 业务毛利率持续改善，且 Spotify 面临的 AI 颠覆风险极小。 Arete 将 Spotify（SPOT） 评级从中性上调至买入，目标价 586 美元。该机构认为公司付费会员 业务毛利率持续改善，且 Spotify 面临的 AI 颠覆风险极小。 TD Cowen 在投资者日之后，将 纳斯达克（NDAQ） 评级从持有上调至买入，目标价从 105 美元 上调至 106 美元。理由是近期股价回调，且对纳斯达克平台（尤其金融科技板块）的可持续性更 有信心。 富国银行将 爱尔康（ALC） 评级从持平上调至超配，目标价从 88 美元上调至 97 美元。认为其 2026 年业绩指引存在上行空间，新产品周期正开始推动 ...

美国IPO市场，上周共有7家IPO完成定价上市。 脱发生物技术公司Veradermics（代码： MANE）筹集2.56亿美元，市值达6.12亿美元。 电气设备制造商Forgent Power Solutions（代码： FPS）筹集15亿美元，市值达到82亿美元。 家具零售商Bob's Discount Furniture（代码： BOBS）以23亿美元的市值筹集了3.31亿美元。 婴儿食品品牌Once Upon a Farm（代码：OFRM）以8.11亿美元的市值筹集了1.98亿美元。 生物技术公司SpyGlass Pharma ( 代码SGP ) 以5.49亿美元的市值筹集了1.5亿美元。 生物技术公司AgomAb Therapeutics ( 代码AGMB)AgomAb公司筹集资金2亿美元，市值达8.75亿美元。 Eikon Therapeutics（EIKN）筹集资金3.81亿美元，市值达10亿美元。 ...

截至目前，2026年已有12家公司通过美股IPO募集约50亿美元资金，覆盖AI设备、生物制药等领域，其 中包括AI设备制造商Forgent Power和生物制药公司Eikon Therapeutics。英伟达的竞争对手Cerebras Systems近期完成10亿美元后期融资，估值达230亿美元，已进入上市筹备阶段。 2026年2月9日，高盛分析师指出，伴随SpaceX、OpenAI和Anthropic等头部企业临近上市，美国IPO市场 将在2026年迎来强劲复苏，全年募资规模预计翻两番至1600亿美元，创下历史新高。 该机构同时预计，2026年美国IPO数量将翻倍至120宗，经济增长改善、金融环境宽松等因素，共同推 动企业上市意愿与投资者风险偏好提升。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 从市场结构来看，软件与医疗健康公司将成为IPO发行主力；募资规模层面，少数后期阶段的大型科技 与人工智能企业将成为主要增长引擎。SpaceX、OpenAI及Anthropic等头部企业的上市节奏，将直接决 定2026年IPO市场的整体规模与 ...

Group 1: IPO Market Overview - Last week, 7 IPOs and 6 SPACs were priced, with 5 IPOs and 5 SPACs filing for listings [1] - Veradermics raised $256 million with a market cap of $612 million, focusing on a non-hormonal treatment for hair loss [1] - Forgent Power Solutions priced its IPO at $1.5 billion, achieving a market cap of $8.2 billion, with a valuation of 24 times its 2026 EBITDA [1] Group 2: Company-Specific Highlights - Bob's Discount Furniture raised $331 million with a market cap of $2.3 billion, pricing at about 8 times its 2027 EBITDA [2] - Once Upon a Farm raised $198 million with a market cap of $811 million, despite being in a loss position [2] - SpyGlass Pharma raised $150 million with a market cap of $549 million, focusing on chronic eye disease treatments [2] Group 3: Additional IPOs and SPACs - AgomAb Therapeutics raised $200 million with a market cap of $875 million, targeting fibrotic diseases [3] - Eikon Therapeutics raised $381 million with a market cap of $1 billion, led by former Merck executives [3] - Six SPACs completed pricing, including Hennessy Capital VIII raising $210 million [4] Group 4: Upcoming IPO Filings - Five companies filed for IPOs, including Generate Biomedicines seeking $100 million for asthma treatments [8] - Salspera aims to raise $50 million for cancer therapies [8] - Several SPACs also filed for IPOs, including MOZAYYX Acquisition seeking $250 million [8]

Group 1: Recent IPOs - A total of 16 new stocks were listed last week, including 7 SPACs [1] - VeraDermics (MANE) raised $256 million by issuing 15.08 million shares at $17 per share [1] - Forgent Power Solutions (FPS) raised $1.512 billion by issuing 56 million shares at $27 per share [1] - Bob's Discount Furniture (BOBS) raised $331 million by issuing 19.45 million shares at $17 per share [1] - Eikon Therapeutics (EIKN) raised $381 million by issuing 21.78 million shares at $18 per share, increasing its original planned issuance [1] - SpyGlass Pharma (SGP) raised $150 million by issuing 9.38 million shares at $16 per share [1] - Once Upon a Farm (OFRM) raised $198 million by issuing 11 million shares at $18 per share [1] - AgomAb Therapeutics (AGMB) raised $200 million by issuing 12.5 million shares at $16 per share [1] - Several SPACs also raised funds, with amounts ranging from $100 million to $260 million [2] Group 2: Upcoming IPOs - AGI Inc, a financial services provider, plans to go public on February 11, 2026, on the NYSE under the ticker AGBK, aiming to raise approximately $786 million by issuing 43.64 million shares at $15 to $18 per share [3] - SOLV Energy, Inc., a solar project developer, plans to go public on February 11, 2026, on NASDAQ under the ticker MWH, aiming to raise approximately $513 million by issuing 20.5 million shares at $22 to $25 per share [5] - ARKO Petroleum Corp., a fuel distributor, plans to go public on February 12, 2026, on NASDAQ under the ticker APC, aiming to raise approximately $210 million by issuing 10.5 million shares at $18 to $20 per share [5] - Clear Street Group Inc., a fintech platform, plans to go public on February 13, 2026, on NASDAQ under the ticker CLRS, aiming to raise approximately $1.048 billion by issuing 23.81 million shares at $40 to $44 per share [8]

Core Viewpoint - The U.S. IPO market remains active, with several companies going public on February 5, 2026, raising approximately $2.534 billion in total [1]. Group 1: Bob's Discount Furniture (BOBS) - Bob's Discount Furniture opened at $17 per share, matching its offering price, and closed at $17.02, giving it a total market capitalization of $2.219 billion [2]. - The company issued 19.45 million shares at an offering price of $17, raising $331 million, with plans to use the funds for debt repayment [3]. - Bob's Discount Furniture specializes in high-quality, cost-effective home products, leveraging a combination of low prices, efficient supply chains, and omnichannel services to create a competitive advantage in the home retail market. For the first nine months of 2025, it reported revenues of $1.719 billion and a net profit of $80.7 million [3]. Group 2: Forgent Power Solutions (FPS) - Forgent Power Solutions opened at $26 per share, down 3.7% from its offering price, but closed at $29, reflecting a 7.41% increase [4]. - The company issued 56 million shares at an offering price of $27, raising $1.512 billion. It provides secure and efficient power distribution solutions for critical infrastructure, including transformers and switchgear. For the three months ending September 30, 2025, it reported revenues of $283 million and a net profit of $15.56 million [6]. Group 3: Eikon Therapeutics (EIKN) - Eikon Therapeutics opened at $17.05 per share, down 5.28% from its offering price, and closed at $15, a decline of 16.67%, with a total market capitalization of $757 million [7]. - The company issued 21.78 million shares at an offering price of $18, raising $381 million, with plans to use the funds for advancing key clinical trials and early-stage research and operations for its innovative therapies targeting unmet medical needs in oncology and other diseases. It reported a loss of $245 million for the first nine months of 2025 [10]. Group 4: SPACs - Hennessy Capital Investment VIII and Cantor Equity Partners VI, both special purpose acquisition companies (SPACs), raised $210 million and $100 million, respectively, in their IPOs [10]. - Hennessy Capital focuses on industrial innovation and energy transition, while Cantor Equity Partners targets companies in financial services, digital assets, healthcare, real estate services, and technology [10].

Group 1 - Lee & Man Paper (02314) has seen its stock price rise by over 30% year-to-date, with expected profits of approximately HKD 1.88 billion to HKD 2.00 billion in 2025, representing a year-on-year growth of 38% to 47% due to increased marginal profits [1] - Soundon Technology (02495) shares rose over 8.8% after winning a contract worth nearly RMB 300 million for an AI project in Sichuan province [1] - Zhongxin Innovation (03931) stock increased by over 3.8%, with a reported 630% year-on-year growth in commercial battery deliveries in January 2026, indicating a strong market strategy and capacity layout [1] Group 2 - Tea stocks experienced a rise, with Gu Ming (01364) up 4.12%, Cha Bai Dao (02555) up 3.74%, and others benefiting from a promotional campaign offering free milk tea at over 300,000 stores nationwide [2] - Innovent Biologics (09969) shares surged over 11% after announcing expected revenues of RMB 2.37 billion in 2025, a 134% increase, and a projected net profit of around RMB 630 million [2] - Jun Da Holdings (02865) rebounded over 4.6% following news of the U.S. Federal Communications Commission accepting SpaceX's data center application [2] Group 3 - Li Auto-W (02015) shares rose over 5.3% as the CEO teased the new Li L9 model, emphasizing the importance of AI in enhancing vehicle value [3] - JX International Resources (03858) saw a stock increase of over 4.6% as tungsten prices reached a recent high of CNY 1,545,000 per ton, up CNY 25,000 from the previous trading day [3] - Nine Dragons Paper (02689) shares increased by over 5.7% after announcing a profit forecast for FY26H1 of CNY 2.15 billion to CNY 2.25 billion, a year-on-year growth of 216% to 231% [3] Group 4 - Long Resources (01712) stock surged over 35%, reaching a historical high, with expected after-tax profits of AUD 58 million to AUD 62 million for the year ending December 31, 2025, a significant increase from AUD 12.9 million in the previous year [4] Group 5 - Forgent Power Solutions (FPS.US) debuted on the U.S. stock market with a closing increase of 7.41%, focusing on power solutions for data centers [5] - Bob's Discount Furniture (BOBS.US) also entered the market, with a slight increase of 0.12%, managing 206 showrooms across 26 states and projecting revenues of USD 2.32 billion for FY2025 [5] Group 6 - Eikon Therapeutics (EIKN.US) fell over 16.67% on its Nasdaq debut, focusing on cancer therapies with a candidate drug in mid-stage trials [6] - Cryptocurrency stocks saw significant declines, with Hut 8 (HUT.US) down 17.89% and others following suit amid a Bitcoin sell-off, which dropped nearly 10% [6] Group 7 - Major U.S. indices opened lower, with the Nasdaq down 1.6%, and notable tech stocks like Amazon (AMZN.US) and Tesla (TSLA.US) also declining [7] - Estée Lauder (EL.US) dropped nearly 19.19% despite meeting sales expectations, reflecting market volatility [7] Group 8 - NIO (NIO.US) shares rose 5.86% after announcing an expected adjusted operating profit of between RMB 700 million and RMB 1.2 billion for Q4 2025, marking its first quarterly adjusted operating profit [8] - Hims & Hers Health (HIMS.US) initially surged nearly 14% before closing down 3.77%, launching a new generic medication at a competitive price [9] - Qualcomm (QCOM.US) fell 8.46% amid concerns over weak earnings forecasts related to chip shortages affecting smartphone demand [9]

（原标题：美股异动 | Eikon Therapeutics(EIKN.US)登陆纳斯达克 开盘跌超5%） 智通财经APP获悉，周四，Eikon Therapeutics(EIKN.US)登陆纳斯达克，开盘跌超5%，报17.05美元， IPO价格为18美元。Eikon Therapeutics由诺贝尔化学奖得主Eric Betzig、Xavier Darzacq、Luke Lavis和 Robert Tjian于2019年创立，公司目前正布局多款癌症实验性疗法研发管线。公司研发进度最快的候选 药物EIK1001，正与默沙东(MRK.US)的Keytruda联合开展一款皮肤癌的中后期临床试验，该研究的中期 分析数据预计将于2026年下半年公布。 ...

周四，Eikon Therapeutics(EIKN.US)登陆纳斯达克，开盘跌超5%，报17.05美元，IPO价格为18美元。 Eikon Therapeutics由诺贝尔化学奖得主Eric Betzig、Xavier Darzacq、Luke Lavis和Robert Tjian于2019年 创立，公司目前正布局多款癌症实验性疗法研发管线。公司研发进度最快的候选药物EIK1001，正与默 沙东(MRK.US)的Keytruda联合开展一款皮肤癌的中后期临床试验，该研究的中期分析数据预计将于 2026年下半年公布。 ...

Group 1 - Eikon Therapeutics' shares opened 5.28% below their offer price during their Nasdaq debut [1] - The company's valuation at debut was approximately $860.3 million [1]