本文源自：金融界AI电报 TD Cowen：将雅诗兰黛(EL.N)目标价从110美元上调至115美元。 ...

Group 1 - Citigroup raised the target price for Gilead Sciences (GILD.US) from $135 to $140 [1] - Citigroup also increased the target price for Merck from $95 to $110 [1]

花旗：将吉利德科学(GILD.O)目标价从135美元上调至140美元。 本文源自：金融界AI电报 ...

Group 1 - The target price for Infineon has been raised from €42 to €46 by Bank of America [1]

Core Viewpoint - Morgan Stanley has updated the risk-reward assessment for CNOOC Services, reflecting better-than-expected drilling revenues and adjusting earnings forecasts accordingly [1] Group 1: Earnings Forecasts - The actual performance from Q1 to Q3 of the previous year has been incorporated into the model, leading to a 2.5% increase in the earnings per share forecast for the company [1] - The earnings forecasts for 2026 and 2027 remain unchanged despite the adjustments made for the previous year [1] Group 2: Revenue Projections - The daily rental rate increase forecast for semi-submersible platforms has been raised from 8% to 20% [1] - The drilling revenue forecast for the previous year has been increased by 6% [1] Group 3: Target Price and Rating - The target price for the company has been raised by 2.44% to HKD 9.22 [1] - The rating for the company is maintained at "Overweight" [1]

本文源自：金融界AI电报 美国银行全球研究部：将联合健康(UNH.N)目标价从84美元上调至87美元。 ...

Melius Research：将IBM(IBM.N)目标价从350美元上调至375美元。 本文源自：金融界AI电报 ...

本文源自：金融界AI电报 野村证券：将百度(BIDU.O)目标价从140美元上调至178美元。 ...

Core Viewpoint - Argus Research has raised the target price for defense supplier L3Harris Technologies from $300 to $370, anticipating benefits from record backlog orders, newly awarded government contracts, and improved operational efficiency [1] Group 1 - The target price increase reflects a positive outlook for L3Harris Technologies based on strong demand and government support [1] - The company is expected to benefit significantly from a record backlog of orders, indicating robust future revenue potential [1] - Newly awarded government contracts are likely to enhance the company's growth prospects and financial performance [1]

Group 1 - Morgan Stanley raised the target price for data analytics company Verisk Analytics from $250 to $260 [1] - The adjustment in target price follows Verisk's termination of the acquisition of AccuLynx due to delays in regulatory review [1]