华尔街顶级分析师最新评级：奈飞获首次覆盖、帕兰提尔获上调_老虎社区_美港股上老虎

华尔街顶级分析师最新评级：奈飞获首次覆盖、帕兰提尔获上调

环球市场播报01-12

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。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 B．莱利证券：将爱彼迎（ABNB）的评级从中性上调至买入，目标价从 140 美元上调至 170 美元。该机构表示，该股估值具备吸引力，且公司有望实现持续稳健增长与利润率扩张。花旗集团：将帕兰提尔（PLTR）的评级从中性上调至买入，目标价从 210...

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\"P\" (USD) ACC","BK4588":"碎股"},"translate_title":"Latest ratings from top Wall Street analysts: Netflix gets first coverage, Palantir gets upgrade","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLX":1.91,"PLTR":1.88},"content_text":"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。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。\n　　五大评级上调\n\nB． 莱利证券：将爱彼迎（ABNB）的评级从中性上调至买入，目标价从 140 美元上调至 170 美元。该机构表示，该股估值具备吸引力，且公司有望实现持续稳健增长与利润率扩张。\n花旗集团：将帕兰提尔（PLTR）的评级从中性上调至买入，目标价从 210 美元上调至 235 美元。机构预计，2026 年市场对帕兰提尔的普遍盈利预期将大幅上调。\n美国银行：将康卡斯特（CMCSA）的评级从中性上调至买入，目标价从 31 美元上调至 37 美元。该机构指出，2026 年传媒与有线电视行业将迎来重大结构性变革，行业整合、发行策略迭代以及内容、技术、现场体验领域的新兴机遇，将共同推动行业迎来 “转型之年”。\n花旗集团：将 Zoom 通讯（ZM）的评级从中性上调至买入，目标价从 94 美元上调至 106 美元。机构认为，鉴于公司有望实现 5% 的可持续销售额增长，当前该股估值处于 “合理区间”。\n摩根士丹利：将数据狗（DDOG）的评级从持有上调至增持，目标价维持 180 美元不变。该机构表示，公司核心增长趋势在 2026 年将持续向好。\n\n　　五大评级下调\n\n沃尔夫研究：将里维安（RIVN）的评级从与同业持平下调至跑输大盘，目标价定为 16 美元。该机构称，尽管近期市场对自动驾驶技术的热情推动股价上涨，但公司基本面已出现走弱迹象，且市场对其 2026 年业绩预期过于乐观，当前价位的风险收益比不容乐观。\n巴克莱银行：将斯诺弗拉克（SNOW）的评级从增持下调至持有，目标价从 290 美元下调至 250 美元。机构表示，该股在 2025 年累计上涨 42%，此次下调评级的主因是估值已偏高。\n巴克莱银行：将英塞特公司（PODD）的评级从持有下调至跑输大盘，目标价从 316 美元下调至 274 美元。机构在研报中指出，随着无导管及贴片式自动胰岛素给药领域新竞争者入局，英塞特公司的估值倍数将面临进一步压力。\n道明考恩：将好事达保险（ALL）的评级从买入下调至持有，目标价从 224 美元上调至 231 美元。机构在研报中提到，公司个人汽车保单业务的市场竞争已日趋激烈。\n凯基银行：将克劳德斯特赖克（CRWD）的评级从增持下调至行业中性，未给出目标价，此评级调整是其 2026 年安防、数据及人工智能软件板块展望的一部分。机构在研报中表示，调研数据显示，市场安防领域的支出意愿正趋于 “均衡”。\n\n　　五大首次覆盖评级\n\n汇丰银行：首次覆盖奈飞（NFLX），给予买入评级，目标价 107 美元。该机构称，奈飞转向并购策略，反映出视频流媒体行业步入成熟期后面临的挑战；同时强调，奈飞仍是 “毋庸置疑的全球流媒体领导者”。\n巴克莱银行：首次覆盖美德乐集团（MDLN），给予增持评级，目标价 50 美元。机构看好该公司的规模优势、自有品牌差异化竞争力及物流能力。此外，沃尔夫研究、利林克咨询、摩根大通、艾弗考尔 ISI、伯恩斯坦、特鲁斯特金融、派珀・桑德勒、贝尔德公司、蒙特利尔银行资本市场、高盛集团、瑞银集团、斯蒂菲尔金融、BTIG 投资银行、瑞穗证券及道明考恩均给予该股相当于买入的初始评级；德意志银行、富国银行、罗斯柴尔德・科恩・雷德本及法国巴黎银行则给予相当于中性的初始评级。\n贝尔德公司：首次覆盖安徒生集团（ANDG），给予跑赢大盘评级，目标价 40 美元。机构表示，该公司是面向高净值人群、企业及机构的税务、估值及咨询服务提供商，具备高度差异化的高端服务能力。瑞银集团、威廉・布莱尔投资银行、德意志银行及特鲁斯特金融同样给予该股相当于买入的初始评级；摩根士丹利与富国银行则给予相当于中性的初始评级。\n摩根大通：在限售期结束后，重启对罗基特公司（RKT）的覆盖，给予中性评级，目标价 24 美元。机构对该公司新战略持积极态度，但同时认为，投资者可能已充分计入降息预期以及并购直接影响之外的中期市场份额增长利好。\n艾弗考尔 ISI：首次覆盖希姆斯健康科技（HIMS），给予与行业持平评级，目标价 33 美元。机构指出，考虑到公司 2026 年将进入投资周期，当前估值 “合理”；但同时认为，市场或许尚未充分认识到希姆斯核心平台的业务持续性与多元化发展潜力。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}