Group 1 - Deutsche Bank (DB.US) shares fell over 4% in pre-market trading after reaching a new high yesterday [1] - Goldman Sachs downgraded Deutsche Bank's rating from "Buy" to "Neutral" due to its stock performance being better than the market year-to-date [1] - Goldman Sachs also downgraded Commerzbank's rating from "Neutral" to "Sell" [1] Group 2 - As of August 26, Deutsche Bank's closing price was $36.820, with a pre-market price of $35.310, reflecting a 4.10% decrease [2] - The stock's highest price was $36.835, and the lowest was $36.095, with a trading volume of 2.4513 million shares [2] - Deutsche Bank's total market capitalization is approximately $70.923 billion, with a price-to-earnings ratio of 17.09 and a price-to-book ratio of 0.771 [2]

中信里昂发布研报称，上调太古地产(01972)目标价21.3%，从18.3港元升至22.2港元，维持"买入"评 级。中信里昂指，太古地产2025年上半年业绩好于预期，受惠于出售美国资产及美国税收抵免(tax credit)。尽管该公司还没有宣布第二轮股票回购，但中信里昂认为，基本面的改善，强劲的房地产销售 预定以及投资物业的竣工，因此可以加速盈利增长，可以支持股价。基于上述因素，上调对该公司2025 和2027年盈利预测6.9%和1.1%，但下调2026年盈利预测0.3%，从而反映出售以及交付计划的变化。 ...

Group 1 - Bank of America (BAC.N) experienced a pre-market decline of 1.9% [1] - HSBC has downgraded the rating of Bank of America stock [1]

Group 1 - McDonald's (MCD.N) shares fell by 2% following a downgrade by Morgan Stanley to a hold rating [1]

Core Viewpoint - Wall Street analysts have a bearish outlook on UnitedHealth (NYSE: UNH) stock after a significant 23% drop in shares, although there was a slight rebound due to insider buying signaling confidence [1][2] Group 1: Stock Performance and Leadership Changes - Following the resignation of CEO Andrew Witty on May 13, UnitedHealth's stock experienced a sharp decline, which unsettled investors [1][2] - The stock rebounded slightly, rising 4% to $305.25 in pre-market trading after a 6% gain in the previous session [1] Group 2: Financial Outlook and Analyst Revisions - UnitedHealth suspended its 2025 outlook due to rising medical costs in its Medicare Advantage segment and higher-than-expected care activity [2] - Truist Securities analyst David MacDonald reduced the stock price target from $580 to $360, a 37.9% cut, while maintaining a 'Buy' rating [3] - TD Cowen downgraded UnitedHealth shares from Buy to Hold, cutting its price target from $520 to $308, a 40.8% reduction [4] Group 3: Regulatory and Operational Challenges - A Wall Street Journal report indicated that the Department of Justice is investigating UnitedHealth's Medicare Advantage billing practices, which the company denied receiving formal notice about [3] - Analysts noted that UnitedHealth is facing challenges in recapturing target margins in its UnitedHealthcare and Optum Health segments, exacerbated by the DOJ investigation and operational inefficiencies [5][6]

Core Viewpoint - Eli Lilly And Co (NYSE: LLY) has experienced a double downgrade from HSBC, with a price target cut, raising concerns about competition and valuation [1] Group 1: Stock Performance - Eli Lilly's stock is currently trading at $870.31, down 1.6% following the downgrade [1] - Despite the recent decline, the stock has a year-to-date gain of 12.8% and is trading above the 200-day moving average [2] Group 2: Analyst Ratings - Prior to the downgrade, 22 out of 25 analysts had a "buy" or better rating on the stock, with a 12-month consensus target price of $998.05, indicating a 14.3% premium to current levels [1] Group 3: Options Market Sentiment - Short-term options traders are showing bearish sentiment, as indicated by a Schaeffer's put/call open interest ratio (SOIR) of 1.13, which is in the 95th percentile of the past 12 months [3]

④【礼来起诉四家仿制减肥药生产商】当地时间4月23日，据外媒报道，礼来公司已起诉四家仿制药药 厂，指控其非法生产并销售未经批准的仿制产品。美国一名法官上个月禁止药厂仿制礼来公司的减肥和 糖尿病药物。同时礼来公司还起诉了二十多家医疗中心、健康中心和配药药房，指控他们销售此类仿制 药品产品。截至发稿，礼来公司下跌0.64%。 ⑤【美国西南航空宣布削减航班，并取消业绩指引】当地时间4月23日，美国西南航空表示，由于越来 越多的迹象表明今年国内预订量将下降，该公司将在下半年削减航班。同时，西南航空表示，不会重申 其2025年和2026年税前利润的预期。西南航空认为："在当前宏观经济不确定的情况下，根据近期和短 暂的预订趋势很难进行预测。"截至发稿，美国西南航空下跌2.82%。 ⑥【IBM跌逾8%，被DOGE取消政府合同】当地时间4月23日，IBM公布了2025年Q1财报，盈利和收入 均好于预期。IBM表示，在马斯克所管理的政府效率部（DOGE）削减成本的推动下，IBM的15份政府 合同被取消。截至发稿，IBM下跌8.1% ⑦【摩根大通上调AT&T股票目标价至31美元】4月24日，摩根大通分析师Sebastiano P ...