股市新闻
最新财经新闻 · 更新于 六月 24, 2026
eHealth (EHTH) 2026年第一季度财报电话会议记录
eHealth (EHTH) Q1 2026 Earnings Transcript
The panel is divided on eHealth's pivot to a lifetime advisory model. While some see improved LTV/CAC ratios and cost …
Pivotal Research 仍看好 Meta Platforms (META) 但下调目标价
Pivotal Research Remains Bullish on Meta Platforms (META) But Cuts PT
The panel's net takeaway is that Meta's (META) impressive 33% YoY revenue growth is being scrutinized due to uncertainty around …
华尔街如何看待微软公司（MSFT）财报发布后的表现
Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings
Analysts have mixed views on MSFT's AI execution and future margins. While Azure's growth is impressive, the $190B FY26 capex …
英伟达 (Nvidia) 能在 2027 年前达到 300 美元吗？原因如下
Can Nvidia Hit $300 by 2027? Here’s Why the Answer Is Yes
Panelists agree that Nvidia's FY2026 results are impressive, but the $300 target price hinges on sustained AI spend and successful …
生物蛋白公司（BMRN）是购买时最具潜力的大宗头寸之一吗？
Is BioMarin Pharmaceutical Inc. (BMRN) One of the Top Cheap Stocks to Buy With the Biggest Upside Potential?
The panel's discussion revolves around BioMarin's (BMRN) potential and valuation, with a focus on VOXZOGO's clinical data and the company's …
Canaccord 升级 Coeur Mining (CDE) 股票，因推动黄金的因素
Canaccord Upgrades Coeur Mining (CDE) on Factors Driving Gold
The panel's net takeaway is that Coeur Mining's (CDE) valuation relies heavily on a bullish gold price projection and operational …
Guggenheim 削减 EPAM Systems (EPAM) 目标价，因第二季度营收前景面临风险
Guggenheim Cuts PT on EPAM Systems (EPAM) Amid Risks to Q2 Revenue Outlook
EPAM's 'quality vendor' status is being challenged due to potential margin compression in Q2, driven by a 'softer demand environment' …
为什么人工智能基础设施热潮的最大赢家并非华尔街所想的那样
Why the Biggest Winner of the AI Infrastructure Boom Isn't Who Wall Street Thinks
While Dell's AI revenue growth and backlog are promising, the panelists have significant concerns about the sustainability of margins, potential …
德意志银行下调 Birkenstock Holding (BIRK) 的目标价，作为第二季度展望的一部分
Deutsche Bank Cuts PT on Birkenstock Holding (BIRK) As Part of Q2 Preview
The panel is divided on Birkenstock's outlook, with concerns about inventory levels, geopolitical risks, and currency volatility offsetting optimism about …
Groupe Bruxelles Lambert 第一季度利润下跌 31%，净资产值下降
Groupe Bruxelles Lambert Q1 Profit Falls 31% As NAV Declines
GBL's Q1 results show a complex picture with cash earnings up 21% but NAV down 14%. The company is pivoting …
Meta 迈向 1000 美元之路取决于一个重大问题
Meta's Path to $1000 Depends on One Massive Question
The panel is divided on Meta's path to $1000 share price, with concerns about AI capex, regulatory risks, and competition, …
周五公布的四月份就业报告预期
Here's what to expect from Friday's release of the April jobs report
The panel consensus is that the labor market is stagnating despite superficial stability, with a K-shaped wage divergence causing real …