Blowout earnings aren’t the obvious time for a downgrade. Yet Deutsche Bank, while lifting its price target on Netflix to $525 from $460, has downgraded its rating on the streaming leader to hold from buy. Netflix shares NFLX, +1.33% rallied 9% to $539 in premarket trade on Wednesday. Read: Netflix stock jumps on huge spike in new subscribers, surge in ad sales “Netflix is still the best story in media among the vertically integrated producers/programmers/distributors,” said Bryan Craft, a Deutsche Bank ...

Rivian股票评级调降 - 德意志银行分析师将Rivian（NASDAQ:RIVN）股票评级从“买入”调降至“持有”[1] - 德意志银行分析师将Rivian股票的目标价格从每股29美元下调至每股19美元[2] - 德意志银行分析师对Rivian的电动汽车（EV）生产存在担忧，预计2024年仅生产65,000辆[3]

人工智能技术应用扩展 - 2024年，人工智能技术的潜在应用扩展到更广泛的市场，将带来更多实际应用[1] 公司对人工智能话题关注度 - 上市公司在2023年的季度电话会议中对生成式人工智能话题的提及数量从2022年的几乎没有上升到第三季度的近3500次[4] - 2023年第四季度，公司对人工智能话题的提及数量略有下降，可能意味着公司开始将注意力转向人工智能的实际应用[7]

New Year has brought no cheer for Diageo with Deutsche Bank following up its ‘sell’ note of November with another brutal update reiterating the message. Deutsche Bank was a seller even before the Guinness, Johnnie Walker and Smirnoff group’s profit warning that month and its latest update suggests things have gotten worse since then. “Industry data and peer read across suggest that Spirits demand has continued to deteriorate following Diageo’s 10 November 2023 profit warning,” said the bank. As a consequenc ...

德国银行合并 - 德意志银行与德国同行商业银行重新开始合并谈判[1] - 德国考虑通过出售一些国有公司的股份来筹集资金，包括其对商业银行15%的股份[3] - 德意志银行考虑与商业银行合并，以进一步摆脱投资银行收入，增强其长期稳定性[5] 欧洲银行业竞争 - 欧洲央行放缓了利率上调的步伐，导致银行竞争加剧，迫使银行增加吸引储户的支付[6] - 商业银行计划与Global Payments合作，为德国中小企业提供数字支付解决方案[9] - 商业银行和Global Payments成立了Commerz Globalpay GmbH，将在今年上半年推出一套全渠道支付和软件解决方案[10] 银行业务发展 - 商业银行强调扩大资产和财富管理业务，将提高费用收入作为未来几年的增长重点[7] - 许多欧洲银行正在加大对与贷款收入无关的业务的投入，如保险、私人银行和支付[8]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value ...

GSK股价分析 - 德意志银行分析师将GSK的目标股价从1,700p上调至1,850p[4] - GSK在2023年底有望表现强劲，得益于其RSV疫苗Arexy[5] GSK投资推荐 - 德意志银行认为Novo、GSK和Novartis是买入推荐[2] GSK收购消息 - GSK宣布以高达14亿美元的价格收购Aiolos Bio[6]

Deutsche Bank upgraded JPMorgan Chase JPM, -0.15% to buy from hold while downgrading Wells Fargo WFC, to hold from buy, in a note on U.S. banks ahead of results this Friday. Analyst Matthew O’Connor said there are three key themes to 2024 — lower interest rates, which help bank capital but weigh on earnings; credit quality; and the regulatory and political backdrop. The price target on JPMorgan was lifted to $190 from $140, while the Wells Fargo target stayed at $51. Of the other big banks, Bank of America ...

In this articleMDLZKHCNES.N-CHULVR-GBA customer shops in a Kroger grocery store on July 15, 2022 in Houston, Texas.Brandon Bell | Getty ImagesInvestors have cheered a new class of weight loss drugs for their ability to help people shed unwanted pounds, but the findings of a recent poll underscore the challenges patients face if they cease treatment.The survey by Deutsche Bank found that calorie consumption declines when a patient takes a GLP-1 medication like Novo Nordisk's Ozempic or Wegovy. However, once ...

欧洲股市评级及展望 - 德意志银行分析师下调欧洲股市评级至中性，认为未来几周股市上涨空间有限，主要是由于金融市场在2024年初表现不稳定[1] - 预计市场将大多数时间呈横盘走势，可能会有不超过5%的轻微回调，主要集中在去年第四季度资金流入最多的市场部分[2] - 尽管下调评级，德意志银行分析师仍看好整个2024年的欧洲股市，因为投资者持仓增加并未达到超买区域[6] - 德意志银行团队认为欧洲股市短期内可能会出现回调，但随着中国经济增长稳定和美国、欧洲在2024年下半年增长重新加速，企业盈利可能增长5%，市盈率可能扩大0.5个百分点。这意味着2024年欧洲股市有望上涨约8%[7] 美国股市展望 - 欧洲股市上周收盘时结束了八周来的首次周度下跌，美国强劲的就业报告暗示联邦储备委员会无需按市场预期那样迅速降息。STOXX 600指数在周一微弱上涨了0.4%[8] - 德意志银行对2024年标普500指数的预测中最为看好，预计该基准指数将在年底达到5,100点。这将比周一下午的4,732点水平大约增长7.8%[8] - 周一美国股市大多上涨，纳斯达克指数上涨1.5%，至14,746点，道琼斯工业平均指数几乎持平于37,459点[9]