本文源自：金融界AI电报 杰富瑞：将纳斯达克OMX交易所(NDAQ.O)目标价从100美元上调至101美元。 ...

摩根大通将康宁的目标价从100美元上调至115美元，维持"增持"评级。(格隆汇) ...

格隆汇1月28日｜美国银行全球研究部将埃克森美孚目标价从129美元上调至135美元。 ...

Group 1 - TSMC's capital expenditure guidance for this year is surprisingly high at $52 billion to $56 billion, primarily due to a higher-than-expected proportion of spending on new factory construction [1] - The amount of unfinished projects remains high, indicating that the ramp-up of capacity is slower than anticipated, while spending on land and infrastructure is accelerating [1] - The supply-demand balance is not expected to change significantly in the next two years [1] Group 2 - TSMC's pricing improvements and gross margin enhancements have led to a 14% and 19% upward revision in earnings per share forecasts for this year and next year, respectively [1] - The target price for TSMC has been raised from 2,000 New Taiwan Dollars to 3,030 New Taiwan Dollars, aligning the target price-to-earnings ratio closer to that of NVIDIA [1]

Group 1 - Bernstein raised the target price for United Airlines from $129 to $136 [1]

格隆汇1月27日｜瑞穗证券将美光科技目标价从390美元上调至480美元；将CoreWeave目标价从92美元 上调至100美元。 ...

本文源自：金融界AI电报 巴克莱：将百度(BIDU.O)目标价从100美元上调至147美元。 ...

格隆汇1月27日｜BMO Capital将吉利德科学的目标价从135美元上调至150美元，维持"跑赢大市"评级。 (格隆汇) ...

本文源自：金融界AI电报 野村证券：将阿里巴巴(BABA.N)目标价从193.00美元上调至237.00美元。 ...

本文源自：金融界AI电报 美国银行：将强生(JNJ.N)目标价从220美元上调至221美元。 ...