本文源自：金融界AI电报 汇丰：将SK海力士的目标价从85万韩元上调至105万韩元。 ...

Core Viewpoint - Morgan Stanley has adjusted its target price for Cheung Kong Infrastructure Holdings (01038) to HKD 62, maintaining a "Market Perform" rating while reflecting changes in profit forecasts for the years 2025 to 2027 [1] Financial Projections - The adjusted net profit forecast for 2025 has been decreased by 0.8% to HKD 8.04 billion [1] - Forecasts for 2026 and 2027 have been increased by 4.4% and 5.3%, respectively, to HKD 8.74 billion and HKD 8.938 billion [1] - Corresponding earnings per share estimates are now HKD 3.19, HKD 3.47, and HKD 3.55 for the years 2025, 2026, and 2027 [1] Rationale for Adjustments - The adjustments in forecasts are based on actual exchange rates for 2025 and updated foreign exchange predictions for 2026 and 2027 [1] - The changes also reflect the potential value growth of the company's main regulated assets as indicated by the company [1]

Core Viewpoint - Mizuho Bank has raised the target price for Microchip Technology (MCHP.O) from $80 to $83 [1] Group 1 - The adjustment in target price indicates a positive outlook for Microchip Technology [1]

Group 1 - Citigroup raised the target price for Boehringer Ingelheim from $153 to $180 while maintaining a "Neutral" rating [1]

Group 1 - Wolfe Research raised the target price for Wells Fargo from $90 to $109, maintaining an "Outperform" rating [1]

Group 1 - Truist Securities raised the target price for McDonald's (MCD.N) from $350 to $356 [1]

派杰投资：将Rivian(RIVN.O)目标价从14美元上调至20美元。 本文源自：金融界AI电报 ...

Group 1 - UBS raised Gilead Sciences' target price from $112 to $145, indicating a positive outlook for the company [1] - The rating was upgraded from "Neutral" to "Buy," suggesting increased confidence in Gilead's future performance [1]

Group 1 - Piper Sandler raised the target price for Palo Alto Networks from $230 to $265, maintaining an "overweight" rating [1]

Group 1 - RBC Capital raised the target price for Okta from $97 to $108, maintaining an "Outperform" rating [1]