股市新闻
最新财经新闻 · 更新于 五月 24, 2026
埃科莱布接近以45亿至50亿美元收购CoolIT
Ecolab Moves Closer to Acquiring CoolIT in $4.5B–$5B Deal
The panel is largely bearish on Ecolab's acquisition of CoolIT, with concerns around overpayment, potential dilution, customer concentration risk, and …
巴克莱看好强生制药业务持续强劲
Barclays Sees Continued Strength in Johnson & Johnson (JNJ) Pharma Business
The panel's discussion on JNJ's upgrade to $234 is mixed, with concerns about Stelara's patent cliff and the sustainability of …
三菱日联上调埃克森美孚(XOM)目标价 因油价预测上调
Mizuho Lifts Exxon Mobil (XOM) Price Target on Higher Oil Price Forecast
The panel's net takeaway is that ExxonMobil's (XOM) stock price is supported by Guyana's production growth, but risks include geopolitical …
BMO资本上调标普全球(SPGI)目标价，因发行势头强劲
BMO Capital Raises S&P Global (SPGI) Price Target on Strong Issuance Momentum
The panelists have mixed views on S&P Global's (SPGI) valuation, with issuance momentum and Enertel AI acquisition as key drivers. …
RBC Capital认为Eli Lilly（LLY）的Retatrutide是关键增长驱动力，尽管试验结果喜忧参半
RBC Capital Sees Eli Lilly’s (LLY) Retatrutide as Key Growth Driver despite Mixed Trial Results
The panel is divided on Retatrutide's potential. While some see its superior weight loss and lower discontinuations as a significant …
再见，拜登时代的受托人规则。接下来会发生什么
Bye-Bye, Biden-Era Fiduciary Rule. Here’s What Comes Next
The vacating of the DOL’s Retirement Security Rule is a short-term win for insurance carriers and broker-dealers, removing immediate compliance …
声称医疗保险只是开始，面对“银色浪潮”
Claiming Medicare Is Just the Beginning Amid ‘Silver Tsunami’
The panelists agreed that the 'Silver Tsunami' of seniors turning 65 daily presents a multi-year demand tailwind for Medicare products …
伊朗对液化天然气工厂的袭击加剧了对天然气“末日情景”的担忧
Iranian Strikes on LNG Plant Heighten Risk of “Doomsday Scenario” for Natural Gas
The panel is divided on the long-term impact of Qatar's LNG supply disruption. While some argue it will lead to …
瑞银资本收紧对PPG的目标，原因是宏观经济不确定性持续存在
RBC Capital Trims PPG Target as Macro Uncertainty Persists
PPG's stock faces headwinds due to uneven industrial demand and high valuation (16x forward earnings), but its powder coatings segment, …
AbbVie, Alloy Therapeutics 达成协议，开发下一代抗体平台
AbbVie, Alloy Therapeutics Ink Deal to Develop Next-Gen Antibody Platform
The panel generally views the AbbVie-Alloy partnership as a strategic but modest move, not a game-changer. It's seen as a …
百事可乐提前实现2025年水资源目标，受 pep+ 倡议推动
PepsiCo Hits 2025 Water Targets Early Under pep+ Initiative
PepsiCo's early achievement of 100% water replenishment in high-risk areas is operationally solid and reduces regulatory risk, but its financial …
Raymond James 认为 Energy Transfer (ET) 前景可观，并将其添加到最受青睐名单上。
Raymond James Sees Attractive Outlook for Energy Transfer (ET), Adds to Favorites
The panelists agreed that Energy Transfer (ET) has potential catalysts in LNG export growth and data center demand, but they …