公司评级调整
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KB Home downgrade, Costco upgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-12-24 14:36
William Blair downgraded Dynavax (DVAX) to Market Perform from Outperform after Sanofi (SNY) announced it will acquire the company for $15.50 per share. The firm, which believes the acquisition "makes sense" given growing regulatory concerns around vaccines and investor questions on management's strategy for value creation, calls Sanofi a "logical acquisition partner." Alliance Global downgraded Spire Global (SPIR) to Neutral from Buy with a price target of $9, down from $17, until there is more evidence o ...
美股异动|政策冲击与评级下调双重发力拉姆研究股价连跌6.78%创年内新低
新浪财经· 2025-09-03 00:02
股价表现 - 拉姆研究股价在9月2日下跌3.12% 连续两个交易日累计下跌6.78% 股价跌至2025年8月以来最低点 [1] 政策影响 - 美国政府于9月1日宣布收紧对华芯片设备出口禁令 取消对三星和SK海力士的豁免资格 [1] - 新禁令对公司在中国市场的销售潜力产生直接影响 未来在华业务增长可能面临挑战 [1] 分析师评级 - 摩根士丹利将公司评级下调至低配 目标价从94美元下调至92美元 [1] - 评级调整反映对公司2026财年业绩展望的谨慎态度 担忧收入增长放缓 [1] 市场反应 - 股价下跌是外部政策变化和内部预期调整共同作用的结果 [2] - 公司长期技术实力和市场地位仍值得关注 [2]