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《大行報告》摩通降摩根士丹利(MS.US)評級至「中性」 目標價下調至87美元
阿思達克 01-18 11:26
摩根大通發表研究報告指,將摩根士丹利(MS.US)評級由「增持」下調至「中性」,目標價由94美元削減至87美元。該行認為,集團的出色收購收益在很大程度上被打折,股票科技市場份額趨於穩定,而且短期內股票的催化劑有限,而這些均是過去導致該股表現出色的因素。由於收入下降和成本上升,將公司2024至2026經調整每股盈測分別下調4%、3%、2%。 該行指,在股票銷售和交易方面,摩根士丹利的市場份額處於穩定狀態,隨後相對於高盛則有所下降。該行將透過高盛尋求風險敞口的進一步上升,並列其為美國投行中的首選。另外,該行看好瑞銀在WM槓桿方面的全球風險敞口。
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