Birkenstock Holding plc (NYSE:BIRK) is among the 11 Best High Growth Consumer Stocks to Buy Right Now. Deutsche Bank Lowers its Price Target on Birkenstock Holding plc (BIRK) to $49 and Maintains a Buy Rating On February 13, 2026, Deutsche Bank lowered its price target on Birkenstock Holding plc (NYSE:BIRK) to $49 from $50 and maintained a Buy rating. On February 12, 2026, Birkenstock Holding plc (NYSE:BIRK) reported Q1 revenue of EUR 401.9M compared to EUR 361.72M last year. CEO Oliver Reichert said re ...

据证券时报·数据宝统计，2026年以来（截至2月13日），63家机构合计进行了1827次评级，共计932只 个股获券商研报给予"买入型"评级（包括买入、增持、强烈推荐、推荐）。 电子行业个股机构关注度高 从行业上看，机构评级个股主要分布于电子、机械设备、电力设备行业，上榜个股数量依次为121只、 92只、84只；汽车、医药生物、基础化工、计算机等紧随其后，获评级个股数量均在50只以上。 今年以来，电子指数累计上涨8.41%，远超上证指数同期表现。细分赛道中，半导体指数涨幅最高，为 13.93%，佰维存储、兆易创新、中芯国际、江丰电子等均获得5家及以上机构评级。 中原证券指出，AI驱动半导体周期持续上行。Keybanc指出，英特尔和AMD已经售出2026年大部分服务 器CPU的产能，并计划在本季度调涨服务器CPU价格。半导体行业持续景气，涨价已从存储蔓延至产业 链各环节，半导体产业链迎来全面涨价潮，关注晶圆代工、封测、功率器件、服务器CPU、存储器等领 域的投资机会。 67股受机构瞩目 具体到个股来看，评级机构数量在5家及以上的个股有67只，东鹏饮料、比亚迪、万辰集团、贵州茅 台、中国中免居前，依次有16家、1 ...

Core Insights - The Clorox Company (NYSE:CLX) is recognized as one of the 11 Best High Growth Consumer Stocks to Buy currently [1] - Analysts have raised price targets for Clorox, reflecting positive sentiment in the consumer staples sector [2][3] Financial Performance - Clorox reported Q2 revenue of $1.67 billion, exceeding consensus estimates of $1.64 billion [4] - The company’s Chair and CEO, Linda Rendle, indicated that results align with expectations and support the fiscal year outlook despite a challenging environment [4] Analyst Ratings and Price Targets - Wells Fargo analyst Chris Carey increased the price target for Clorox to $125 from $115, maintaining an Equal Weight rating [2] - Rothschild & Co Redburn raised its price target to $117 from $115 while keeping a Neutral rating, noting a 14% gain in the home and personal care sector in 2026 [3] - BofA analyst Anna Lizzul raised the price target to $112 from $110 but maintained a Neutral rating, citing gross margin pressure and uncertainty in consumption and margins for the second half [3] Strategic Focus - Clorox is focused on executing second-half plans and advancing its transformation, including the acquisition of GOJO Industries to enhance its leadership in health and hygiene [4]

存储器去年下半年以来涨翻天，指标大厂南亚科先前表示，AI与一般伺服器需求持续带动DRAM市 况，受限于新增产能有限，多数DRAM产品仍供给吃紧，包含DDR4、LPDDR4，有延伸至DDR5、 DDR3等产品趋势。公司预计至明年上半年前，整体新增产能仍相对有限，市况短期不易反转。 全球半导体封测龙头日月光正向看待今年营收上升趋势，成长动能可延续至明年，因先进制程、AI趋 势扩大，及整体市场复甦，看好整体封装测试营收表现优于逻辑半导体市场。 联发科强调，有信心今年数据中心ASIC营收会突破10亿美元，2027年达到数十亿美元的规模，正全力 执行后续专案，预计于2028年开始贡献营收。 创意乐观今年营运，法人估计，两大云端服务供应商（CSP）晶片量产挹注，虽可能压抑创意毛利率， 今年营收与获利仍可望持续增长，业绩年增幅估维持逾三成水准。另外，法人关注世芯北美CSP客户新 一代3奈米制程AI晶片案件，有望在第2季量产，研判可带来约10亿美元规模等级业绩贡献。 半导体业金马年持续冲锋，受惠AI应用基础设施建设带动，世界半导体贸易统计组织上修2026年全球 半导体产值预测7%、达7,720亿美元，年成长22%，创新高；2 ...

小朋友1：搭积木。 家长：这考验的是叔叔的操作，叔叔那块儿得特别轻。 央广网北京2月22日消息（总台中国之声记者周益帆）据中央广播电视总台中国之声《新闻纵横》 报道，这个春节，机器人成为当之无愧的"顶流"。看完春晚，社交平台上，网友一边惊叹"中国智造"的 硬核实力，一边热议"科技年味"的边界，探讨智能陪伴的温度。这几天，春晚"天团"的机器人伙伴们， 走进了北京海淀五棵松万达广场，2026海淀新春科技庙会正在火热上演，能串糖葫芦、能送祝福、能踢 球的机器人们，碰撞出了传统年俗与前沿科技的新火花。 接下来，我们一起去这场汇聚了70多家企业、150多件互动展品的科技庙会，"逛个痛快"！ 鼓点密集，锣声震耳，三只"赛博瑞狮"跃上舞台。它们身披瑞狮锦袍，抬头、摇身，动作干净利 落。这是2026北京海淀新春科技庙会的开场大戏。台上的人形机器人是Booster K1，身高95厘米，体重 约19.5公斤，相当于一个三四岁的小朋友。 群众说："我开始以为是真人表演，这个小机器人表演得慢一点，像小孩儿似的。" 机器人看起来憨态可掬，背后展现的却是海淀的科技硬实力。北京市海淀区科学技术协会副主席邱 峰说，这是海淀区第二年举办科技庙 ...

Core Viewpoint - Sony's stock price experienced a slight rebound, closing at $21.93, up $0.37 or 1.72%, after a period of decline, raising hopes for stabilization among investors [1]. Group 1: Stock Performance - Sony's stock had previously fallen 24.41% from $29.01 on November 24, 2025, to $21.93 [1]. - The recent small recovery in stock price is attributed to improved market sentiment and the company's clarification regarding chip supply rumors [7]. Group 2: Chip Supply Situation - There were rumors of a shortage in Sony's image sensor chips, impacting production for cameras and smartphones, which contributed to the stock's decline [3]. - Sony officially denied the rumors, stating that its chip production capacity is sufficient and stable, ensuring it can meet global demand [5]. - The company has proactively increased investment in chip R&D and production, optimizing supply chain management to address global chip capacity issues [5]. Group 3: Business Outlook - Sony is focusing on upgrading chip technology to develop higher-performance image sensors, aiming to strengthen its market position [5]. - The recovery in the global camera and smartphone markets is expected to boost Sony's image sensor business [7]. - The company's ventures into AI and semiconductor sectors are anticipated to become new profit growth points [7].

Core Viewpoint - The Federal Reserve may cut its target interest rate more than previously anticipated, which would positively impact financial markets and investor sentiment [3]. Group 1: Federal Reserve's Rate Cuts - Futures markets have initially priced in only two quarter-percentage-point cuts from the Federal Reserve this year, which are crucial for boosting stock prices and consumer spending [1]. - Despite pressure from the White House, Fed Chair Jerome Powell has committed to using economic data to guide monetary policy, resulting in no rate cuts in January [2][6]. - Recent trends indicate that inflation is falling faster than expected, which could provide the Fed with the opportunity to implement additional rate cuts beyond the initial two [4][5]. Group 2: Inflation Trends - Inflation has shown signs of decreasing, with consumer prices rising 2.4% annually in January, slightly below the expected 2.5% [5]. - The core Consumer Price Index, excluding food and energy, increased by 2.5%, marking the lowest level since April 2021 [5]. - If the downward trend in inflation continues, it may lead to a third or fourth quarter-percentage-point cut this year, as suggested by some Fed officials [6]. Group 3: Future Monetary Policy - The potential nomination of Kevin Warsh as Fed Chair could complicate monetary policy, as he aims to cut rates while also reducing the Fed's balance sheet [7]. - Investors may anticipate a more aggressive rate-cutting approach if Warsh is confirmed, given his alignment with President Trump's views [7].

Core Viewpoint - Celsius Holdings Inc. (NASDAQ:CELH) has shown strong performance in the market, with a notable increase of 9.49% in stock price ahead of its earnings report, indicating positive investor sentiment and anticipation for upcoming financial results [1][7]. Financial Performance Expectations - The company is set to release its financial and operating highlights for Q4 and the full year on February 26, with analysts projecting revenues of $2.4 billion, which represents a 78% increase from the $1.35 billion reported in 2024 [2]. Growth Drivers - The anticipated growth for Celsius Holdings is primarily attributed to its acquisitions and core business expansion, suggesting a strategic focus on enhancing market presence and product offerings [3]. Company Overview - Celsius Holdings Inc. is a beverage company known for its energy drink brand Celsius, along with other brands such as Celsius Hydration, Alani Nu, and Rockstar Energy, indicating a diverse product portfolio within the energy drink sector [4]. Upcoming Events - In addition to the earnings call, Celsius Holdings will participate in the Citi Global Consumer & Retail Conference on March 9 and the UBS Global Consumer and Retail Conference on March 11, which may provide further insights into the company's strategic direction and market positioning [3].

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 企业简介 追更生态 全场景高端智能生态,重新定义现代生活 追觅科技成立于2017年,是以高速数字马 达、智能算法、运动控制技术为核心的全球高端 科技品牌。其始终坚信"核心技术是一切的根本", 重视技术研发与创新。截至2025年12月,全球累 计申请专利超8000件,累计获得授权专利超 3000件。追觅科技旗下产品覆盖清洁、个护、厨 电等多元场景的高端智能产品矩阵，已成为智能 清洁领域的全球领导品牌。 魔法原子 聚焦机器人全栈自研,推动具身智能落地 魔法原子成立于2024年,是国内少数具备通 破桂 世 世 J7\///000 ヘエツイロリアム リアベリア ■ リア 超90%。不同于实验室构想,它坚持以商业化落 地为导向,发起"千景共创计划",在工厂、商业等 真实场景中锤炼机器人,解决"有用、好用、有人 用"的问题，加速技术转化为新质生产力。 灵猴机器人 视觉感知和运动控制技术,叩开自主创新大门 灵猴机器人成立于2015年,是智能制造领域 的核心零部件供应商。其自主研发机器视觉、直 驱电机、工业机器人等核心产 ...

Core Insights - AECOM is recognized as one of the 10 Best Consensus Buy-Rated Stocks to Invest in, with analysts increasing price targets following strong fiscal Q1 performance [1][2]. Financial Performance - AECOM reported Q1 revenue of $3.83 billion, exceeding the consensus estimate of $3.53 billion, and demonstrated growth in net service revenue of 2% on a constant currency basis and 5% when adjusted for fewer working days [3]. - The company’s backlog increased by 9%, supported by a 1.5 book-to-burn ratio and several large project wins, indicating strong future revenue potential [3]. Analyst Ratings and Price Targets - Truist analyst Jamie Cook raised the price target on AECOM to $132 from $126 while maintaining a Buy rating, citing fiscal Q1 EPS that surpassed management expectations [1]. - BofA analyst Michael Feniger also raised his price target to $118 from $117, maintaining a Buy rating, and noted AECOM's positioning to benefit from infrastructure tailwinds and margin expansion [2]. Strategic Initiatives - Management highlighted ongoing investments in Advisory, Program Management, and technology initiatives, including AI, aimed at expanding the addressable market and reinforcing long-term growth targets [3].