以下是周三华尔街的主要观点。伯恩斯坦重申对Robinhood的“跑赢大盘”评级。伯恩斯坦表示，财报发布后，Robinhood正全速运转。“创纪录的交易量与定价权衡；预测市场和新产品将推动下一阶段增长。”阅读更多。约克维尔艾维斯重申对英伟达和Meta的“跑赢大盘”评级。该研究机构看好这两家公司的合作关系。“智能体是AI支出下一阶段的去向，在我们看来，英伟达刚刚锁定了在这一超大规模云厂商处进行该建设的领先位置，而该厂商拥有最多可以将它们推到用户面前的人手。我们维持对META的‘跑赢大盘’评级和920美元目标价，并维持对NVDA的‘跑赢大盘’评级和300美元目标价。”
Here are the biggest calls on Wall Street on Wednesday. Bernstein reiterates Robinhood as outperform Bernstein says Robinhood i s firing on all cylinders following earnings. "Record volumes & pricing trade-offs; prediction markets and new products to drive next leg of growth." Read more. Yorkville Ives reiterates Nvidia & Meta as outperform The research likes the two companies' partnership. "Agents are where the next leg of AI spend goes, and in our view Nvidia just secured the pole position for that build at the hyperscaler with the most people to put them in front of. We maintain our OUTPERFORM rating and $920 price target on META and our OUTPERFORM rating and $300 price target on NVDA ."
大和重申对SpaceX的“中性”评级。大和上调了SpaceX的目标价。“我们将基于分部加总估值法的目标价从140美元上调至159美元，反映三大业务板块估值全面上升。”杰富瑞将Chemed的评级从“中性”上调至“买入”。杰富瑞看好这家临终关怀和管道公司的扭亏为盈。“随着公司走出近期影响盈利可见性、稳定性和增长的经营问题，我们相信CHE将重获其溢价估值倍数，尤其是考虑到我们预计第四季度/2026财年业绩将超出指引，以及管理层正在重建盈利稳定性的过往记录。”阅读更多。
Daiwa reiterates SpaceX as neutral Daiwa raised its price target on SpaceX. "We raise our SOTP-based TP to $159 from $140, reflecting higher valuations across all three segments." Jefferies upgrades Chemed to buy from neutral Jefferies is bullish on the hospice and plumbing company's turnaround. "As the co emerges out of recent operating issues that impacted earnings visibility, stability, & growth, we believ e CHE will regain its premium multiple, especially given our expectation for a Q4/FY26 beat vs guidance and as mgmt rebuilds an earnings stability track record." Read more.
Evercore ISI重申对苹果的“跑赢大盘”评级。Evercore看好苹果的Mac和iPad升级发布。“总而言之：我们认为，更新后的Mac产品线将更强性能与更高定价相结合，提供了捍卫毛利率的潜在杠杆，不过这一好处取决于增量硬件成本和消费者需求。……重新设计的iPad Mini扩大了此次更新范围，而备受期待的触屏MacBook Pro可能增加一个高端层级，并进一步支撑Mac的平均售价。”Truist重申对亚马逊的“买入”评级。Truist在周四财报发布前持看涨态度。
Evercore ISI reiterates Apple as outperform Evercore likes Apple's Mac and iPad upgrade announcements. "Net/Net: We think the refreshed Mac lineup pairs stronger performance with higher pricing, providing a potential lever to defend gross margins, though the benefit depends on incremental hardware costs & consumer demand. ... .The redesigned iPad Mini broadens the refresh, while the anticipated touchscreen MacBook Pro could add a premium tier and further support Mac ASPs." Truist reiterates Amazon as buy Truist is bullish ahead of earnings on Thursday.
“在第三季度财报公布前，我们对亚马逊（AMZN）维持建设性看法，业绩应落在预期/市场共识的高端，显示AWS持续增长，以及北美市场业务增速高于行业水平。”Needham首次覆盖Clover Health，给予买入评级。Needham认为其盈利存在“颇具吸引力的机会”。“我们首次覆盖Clover Health（CLOV），给予买入评级，目标价6美元。”
"We remain constructive on AMZN ahead of 3Q26 results which should come in at the higher- end of expectations/consensus, showing sustained growth at AWS and above-industry growth across its NA marketplace." Needham initiates Clover Health as buy Needham sees a compelling earnings "opportunity." "We are initiating coverage of Clover Health (CLOV) with a Buy rating, $6 PT."
沃尔夫研究重申特斯拉评级为与同业持平。沃尔夫表示，特斯拉的形势看起来正在改善，但目前仍维持与同业持平的评级。“尽管特斯拉将进入一段大规模现金消耗期，但我们仍认为其形势正变得越来越有吸引力。”Langenberg & Company将波音评级从持有上调至买入。该机构上调了这家航空航天公司的评级，并表示在波音公布财报后，有诸多理由看好该股。
Wolfe reiterates Tesla as peer perform Wolfe says the Tesla setup is looking better but is sticking with its peer perform rating right now. "While TSLA will be entering a period of significant cash burn, we nonetheless see an increasingly attractive setup." Langenberg & Company upgrades Boeing to buy from hold The firm upgraded the aerospace stock and says there's plenty to like following Boeing 's earnings.
“我们将评级从持有上调至买入，目标价250美元。我们愿意看到737和787商用飞机增产推迟吗？当然不愿意。但我们很喜欢以低出150亿美元的市值重新买入该股。”Susquehanna重申超威半导体（AMD）评级为买入。该机构将目标价从每股620美元上调至650美元。“AMD将于11月3日（周二）公布第三季度财报。简而言之，我们预计业绩/指引会更好，主要受数据中心业务驱动。”
"We are upgrading to BUY from Hold with a $250 price target. Do we like seeing a delay in commercial airplane production increases for 737 and 787? Of course not. But we love getting to re-enter the stock at a $15 billion lower market cap." Susquehanna reiterates Advanced Micro Devices as buy The firm raised its price target to $650 per share from $620.
Gordon Haskett将Instacart评级从买入下调至持有。Gordon Haskett表示，如果与DoorDash达成交易，股价有“上行空间”。“我们将Instacart（CART）的评级从买入下调至持有，因为我们认为，交易公告带来的潜在股价上行空间，会被交易未能实现的下行风险所抵消。”Roth首次覆盖Anfield Energy，给予买入评级。
" AMD will report 3Q earnings Tuesday, Nov. 3. In short, we expect better results/guidance, driven primarily by DC [display core]." Gordon Haskett downgrades Instacart to hold from buy Gordon Haskett says it sees "share price upside" if a deal with DoorDash happens. "We're downgrading CART shares to Hold from Buy as we see potential share price upside from a deal announcement being offset by risk to the downside should a deal fail to materialize."
Roth表示这家能源公司被低估。“我们首次覆盖Anfield Energy，给予买入评级，目标价5.00美元。”古根海姆首次覆盖Madison Square Garden Rangers，给予买入评级。古根海姆表示看好这家北美职业冰球联盟（NHL）球队的所有者。“我们首次覆盖MSG Rangers Corp.（MSGR），给予买入评级，目标价278美元。”
Roth initiates Anfield Energy as buy Roth says the energy company is undervalued. "We are initiating coverage o f Anfield Energy with a Buy rating and US$5.00 price target." Guggenheim initiates Madison Square Garden Rangers as buy Guggenheim says it's bullish on the NHL hockey team owner. "We are initiating coverage of MSG Rangers Corp. (MSGR) with a BUY rating and $278 price target.
MSGR昨日在从MSG尼克斯公司（MSGK）分拆后成为一家新的上市公司。Stifel将惠而浦评级从持有下调至卖出。该机构在这家家电制造商公布令人失望的季度业绩后下调了其评级。“我们将WHR股票的评级从持有下调至卖出，并将目标价下调至20美元，该目标价是通过赋予其6倍EV/FY28E EBITDA得出的。”
MSGR became a new public company yesterday following its spin-off from MSG Knickerbockers Corp., MSGK." Stifel downgrades Whirlpool to sell from hold The firm downgraded the appliance maker after disappointing quarterly results. "We are downgrading WHR shares to Sell from Hold reducing our target price to $20 which we derive by assigning a 6x EV/FY28E EBITDA."