TD Cowen：将亚马逊(AMZN.O)目标股价从300美元上调至315美元。 本文源自：金融界AI电报 ...

本文源自：金融界AI电报 汇丰银行：将通用汽车(GM.N)目标股价从48美元上调至75美元。 ...

本文源自：金融界AI电报 瑞穗银行：将恩智浦半导体(NXPI.O)目标股价从265美元上调至285美元。 ...

Core Viewpoint - Deutsche Bank has raised the target price for NVIDIA (NVDA.US) from $180 to $215 [1] Group 1 - The adjustment in target price reflects a positive outlook on NVIDIA's performance [1]

Core Viewpoint - Benchmark has raised the target price for Paramount Global (PSKY.US) from $16 to $19 [1] Group 1 - The adjustment in target price reflects a positive outlook on Paramount's performance [1]

Core Viewpoint - Morgan Stanley raised Apple's target stock price from $290 to $305 [1] Summary by Categories - **Company Analysis** - The adjustment in target stock price reflects positive sentiment towards Apple's market performance and growth potential [1] - **Market Implications** - The increase in target price may influence investor confidence and market dynamics surrounding Apple's stock [1]

Group 1 - The core viewpoint is that Piper Sandler has raised the target price for Alphabet (GOOG.US) from $285 to $330 [1]

Core Viewpoint - Wedbush analyst Scott Devitt raised Amazon's target stock price from $250 to $280 while maintaining a "buy" rating, driven by strong expectations for Amazon's 2026 performance and confidence in the company's long-term growth story [2] Group 1: Financial Performance - Amazon's cloud services have a substantial backlog of orders and ongoing investments in data centers [2] - The retail and advertising segments of Amazon are showing robust growth momentum [2] - Projected revenue for Amazon in the third quarter is expected to reach $179.37 billion, representing a year-over-year increase of 12.9%, slightly above market expectations [2] Group 2: Potential Catalysts - Potential catalysts for growth include reducing retail costs through automation to enhance profit margins [2] - Revenue generation from Project Kuiper, Amazon's satellite internet business, is anticipated [2] - There is a potential increase in Prime membership prices that could contribute to revenue growth [2]

Group 1 - Jefferies raised the target price for UnitedHealth Group from $317.00 per share to $409.00 [1]

Group 1 - Bank of America raised Johnson & Johnson's target stock price from $198 to $204 [1]