2024/5/17 投資ネタ

UG
#DD upgraded to Buy from Hold at Jefferies ：次のサイクルで家電/建設/製造業向けのボリュームを増やす準備ができている
#JD upgraded to OP at Macquarie：競争激化/消費低迷を乗り越え、家電やシクリカル商品の売上回復
#DRI upgraded to Buy from Neutral at BTIG ：ﾊﾞﾘｭｴｰｼｮﾝ
#COIN upgraded to Neutral from Underperform at BofA ：仮想通貨の取引量とﾏｰｹｯﾄｷｬｯﾌﾟ増加にﾌｪｲﾊﾞｰな環境/ｺｽﾄｶｯﾄで収益力も確保
#HOOD upgraded to Buy from Underperform at BofA ：取引量、ﾏｰｼﾞﾝﾛｰﾝの使用量の増加がFY26まで続く
#UAL upgraded to Outperform from Peer Perform at Wolfe Research ：2Hに国内線回復、ﾊﾞﾘｭｴｰｼｮﾝが安い
#ALK upgraded to Outperform from Peer Perform at Wolfe Research ：EPS上方修正の可能性とﾊﾞﾘｭｴｰｼｮﾝ。出頭需要の回復、燃料が安い
#BBWI upgraded to Neutral on sales inflection at JPMorgan ：ﾁｬﾈﾙﾁｪｯｸでQ1の売上安定化とQ2の成長期待/Eｺﾏもﾄﾗﾌｨｯｸや検索回数が改善

DG
#BIDU downgraded to Equal Weight from Overweight at Morgan Stanley ：弱い広告売上が長引く、AIのマネタイズに時間を要する、当面カタリスト不足
#LAD downgraded to Neutral from Buy at Guggenheim

個別株
$AAPL | Apple plans a "significantly thinner" iPhone for 2025, potentially priced higher than the iPhone Pro Max, which starts at $1,200.