华尔街最受热议、且对市场影响显著的分析师评级报告现已汇总呈现。以下是由 The Fly 整理的、投资 者今日需重点关注的评级变动信息。 五大评级上调个股 1. 罗库（ROKU）：摩根士丹利将其评级从 "减持" 上调至 "增持"，目标价由 85 美元上调至 135 美 元。该机构指出，得益于数字广告市场的强劲表现，2026 年美国广告支出有望实现 "稳健" 增 长。 2. 奥克塔（OKTA）：杰富瑞在其 2026 年软件行业展望报告中，将奥克塔评级从 "持有" 上调至 "买 入"，目标价由 90 美元上调至 125 美元。该机构在研报中向投资者表示，奥克塔正着力打造完整 的身份认证平台，有望把握智能代理需求增长的机遇，发展潜力巨大。 3. 赛富时旗下 ServiceNow（NOW）：古根海姆将其评级从 "卖出" 上调至 "中性"。该机构表示，此 次评级上调的依据是当前股价已低于此前设定的目标价，估值具备吸引力。 4. 罗克韦尔自动化（ROK）：高盛将其评级从 "卖出" 上调至 "中性"，目标价由 329 美元上调至 448 美元。高盛在研报中称，在新任管理层的带领下，公司正处于结构性提价的初期阶段，此举 有望在 ...

Investment Rating - The report does not explicitly state an investment rating for the identity verification industry [1]. Core Insights - The identity verification industry in China is evolving towards a multi-faceted approach, integrating various technologies such as biometric recognition, behavioral analysis, and decentralized identity systems to enhance security and user experience [11][19]. - The industry is projected to grow significantly, driven by increasing regulatory requirements and the demand for secure digital identities across various sectors [15][19]. Summary by Sections Global and Chinese Identity Verification Industry Overview - Identity verification is a security process that validates the authenticity of individuals, organizations, and devices based on authoritative data sources [5][6]. - The current technology framework includes biometric features, element comparison, behavioral characteristics, and decentralized identity, each serving different verification needs [8][10]. Verification Technology Classification - Biometric verification relies on unique physiological or behavioral traits, while element comparison uses static information for validation. Behavioral verification analyzes user actions, and decentralized identity utilizes blockchain for trust [10][11]. Technical Principles - The evolution of identity verification technology is moving towards integration, security enhancement, and user control, with a focus on multi-factor authentication systems [13][14]. Application Scenarios and Customer Groups - Identity verification is expanding from high-compliance scenarios to diverse applications, balancing security, flexibility, privacy, and cost efficiency [15][19]. - Key application scenarios include financial compliance, enterprise identity management, e-commerce, government services, and industrial IoT [16][19]. Application Scenario Demand Characteristics - Different industries exhibit varying demands for identity verification, with finance and government emphasizing authority and compliance, while consumer internet focuses on usability and speed [18][19]. Major Participants - The identity verification industry features a multi-layered structure with licensed certification agencies, IDaaS platforms, risk control technology vendors, hardware security firms, and decentralized identity service providers [23][24].