GMT EIGHT - Research - US Stock

JPMorgan Chase (JPM.US) stock price soared to a record high this week, but Baird analysts sounded the alarm: expectations have been overextended!

Driven by multiple positive factors, the rising trend of this leading American bank stock JPMorgan Chase (JPM.US) has caught the market's attention. However, analysts at Baird believe that this upward trend has already priced in expectations.

BlackRock: Cross-Atlantic China Welding Consumables, Inc. Encounters Debt "Black Hole", Merkel's 500 billion euro borrowing plan scares off safe-haven buyers.

BlackRock's global head of investments and portfolio solutions, Alex Brazier, pointed out that, although European investors may be withdrawing funds from the United States back to their home countries, Germany's ambitious fiscal expansion plans have made German government bonds less attractive at the moment.

JP Morgan: It is expected that Amazon.com, Inc. (AMZN.US) will raise Prime membership fees, with the potential to generate billions of dollars in revenue next year.

Amazon has not officially announced its pricing plan for increasing the cost of its "Prime" membership service in 2025, but analysts are still speculating that the e-commerce giant will raise prices again in the next year.

Amazon.com, Inc. (AMZN.US) logistics "three-pronged approach" supports long-term growth, JP Morgan bullish on target price raised to $240.

Citi indicated that Amazon remains its most favored investment target, with a stock rating of "buy" and a target price of $240 by the end of 2025.

The BMO Tech Stock Dual Ranking is released: Seagate (STX.US) and NVIDIA Corporation (NVDA.US) lead in growth, while HP Inc. (HPQ.US) and Dell Technologies, Inc. Class C (DELL.US) dominate in value.

BMO Capital Markets has released a research report, providing comprehensive ratings for individual stocks in the technology sector based on key growth and value indicators. The evaluation results show that Seagate, Nvidia, and Qualcomm perform most prominently in terms of growth; while HP, Dell, and HPE rank at the top of the value list.

JP Morgan lowers Apple Inc.'s (AAPL.US) target price: Mid-term revenue and profit growth will slow down, macro headwinds still exist.

J.P. Morgan maintains its "overweight" rating on Apple, but downgrades its target price for the stock from $240 to $230.

From Photoshop to AI Agent: Adobe (ADBE.US) Rushes into the AI Gold Track to build a "AI + Creative Software" moat.

Adobe leverages the Firefly series multimodal models to launch AI intelligent agent applications that automate repetitive tasks, perform big data analysis and summarization based on extremely powerful AI models, provide real-time monitoring insights reports, and make appropriate decisions in extremely complex situations in a very short time.

UBS Group AG: Meta (META.US) customers' demand for AI is strong, significantly raising the target price to $812.

UBS analysts on Thursday significantly raised their target price for Meta Platforms (META.US) from $683 to $812.

GUOTAI JUNAN I: Raise the target price of WaterDrop Company to $1.8, maintain "buy" rating.

Guotai Junan International raises the target price of Waterdrop Inc. to $1.8.

Industry spending expectations are pessimistic, Jefferies Financial Group Inc. has downgraded the rating of ASML Holding NV ADR (ASML.US) and ASM International (ASMIY.US).

On Thursday, Jefferies downgraded the ratings of two Dutch semiconductor equipment companies, ASML.US and ASM International (ASMIY.US), based on concerns about industry spending.

Robotaxi craze fails to hide "automobile winter"? Wall Street warns of poor performance of Tesla, Inc. (TSLA.US) Q2 deliveries.

Tesla will release its second quarter delivery report next week, with predictions from Wall Street analysts.

AI boom boosted Q3 performance beyond expectations, Micron Technology, Inc. (MU.US) receives analyst support.

Micron Technology's performance in the third quarter and guidance for the fourth quarter both exceeded market expectations, earning positive reviews from Wall Street analysts.

Morgan Stanley: Snowflake (SNOW.US) accelerates its growth engine with five major flywheels in AI+ data engineering, leveraging a $300 billion market.

Morgan Stanley recently released a research report supporting Snowflake (SNOW.US), stating that artificial intelligence will open up a long-term growth path for its core business. It has initiated coverage with an overweight rating and a target price of $262.

UBS Group AG: Q2 car deliveries might disappoint the market, reiterates "sell" rating on Tesla, Inc. (TSLA.US)

UBS issued a research report, reiterating a "sell" rating on Tesla (TSLA.US) with a target price of $215.

Popular games highlight growth potential, HSBC raises target price for Roblox (RBLX.US) to $115.

HSBC maintains a "buy" rating on Roblox, with a target price raised from $91 to $115.

Morgan Stanley: Salesforce, Inc. (CRM.US) opens up accelerated growth path, maintains "hold" rating.

Morgan Stanley released a research report, maintaining a rating of "overweight" for Sage Therapeutics with a target price of $404.

Wedbush: Microsoft Corporation (MSFT.US) accelerates the landing of AI enterprise applications and raises target price to $600.

Wedbush Securities pointed out that recent research on Microsoft's artificial intelligence products and services shows that the adoption rate in the enterprise sector is accelerating. Analysts have raised Microsoft's target price from $515 to $600.

Wells Fargo & Company expects Microsoft Corporation's AI revenue to surpass $100 billion, and has raised its target price to $585.

Industrial Bank maintains its "hold" rating on Microsoft (MSFT.US) and raises its target price from $565 to $585.

Decline to issue full-year guidance, will FedEx Corporation (FDX.US) still allow Beijing Zhidemai Technology to enter? Wall Street longs and shorts collide fiercely.

After FedEx released its fourth quarter financial results, analysts provided their assessments.

Bank of America: AI reshape the search landscape, Alphabet (GOOGL.US) enters a new stage of diversified monetization.

Bank of America recently released a research report stating that Alphabet (GOOGL.US) has shown unique long-term investment attractiveness due to its deep integration of artificial intelligence technology and diversified business layout.

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