-- 奥本海默表示，T-Mobile US (TMUS) 已做好准备，利用人工智能技术提高价格、降低成本并拓展新服务，同时缩小与同行的价格差距。 这家券商在周二发布的一份报告中指出，该公司已做好准备，在其运营的各个环节运用人工智能技术，以增强定价能力、降低成本并拓展新服务。管理层也认识到低延迟对于物理人工智能推理至关重要，并正在采取措施支持下一代网络的需求。 奥本海默指出，T-Mobile US 已成立两家新的光纤合资企业，该公司将光纤视为创造股权价值的机会，而非融合战略的一部分，并预计该公司将继续以类似的结构寻求更多光纤收购机会。 这家投资公司还强调了与德国电信合并的可能性，该合并需要获得少数股东的批准，并可能获得可观的溢价，从而增加长期的选择余地。 报告补充道，该公司的长期业绩指引可能较为保守，并购和协同效应仍有提升空间。 奥本海默公司将T-Mobile美国股票的评级上调至“跑赢大盘”，目标价为260美元。 T-Mobile股价周三上涨5.4%。
Price: $196.88, Change: $+10.16, Percent Change: +5.44%
General Motors (GM) could beat its 2026 outlook if the economy steadies, with further earnings growth likely into 2027 from cost control, electric vehicle profitability, stronger vehicle mix, and share buybacks, UBS said in a note emailed Wednesday.Investor concerns over commodity costs and demand risk misses General Motors' stronger execution, flexibility and spending control, according to the note.General Motors' outlook has some elements of conservatism because the company has not included a possible restocking of high-profit pickups and SUVs in its guidance, UBS said.The firm noted that possible USMCA trade talks are more likely to help the company than hurt it, though not included in its outlook.UBS kept its buy rating on General Motors and lowered its price target to $102 from $105.Price: $76.08, Change: $-2.87, Percent Change: -3.63%
Price: $90.23, Change: $-10.41, Percent Change: -10.34%