-- 摩根士丹利周三发布的一份报告指出，凭借其定价能力和稳健的销量，可口可乐（KO）有望在有机销售增长方面超越同行。 该公司周二公布了第一季度调整后每股收益为0.86美元，高于去年同期的0.73美元；营收从111.3亿美元增至124.7亿美元。可口可乐预计，2026年有机营收增长率为4%至5%，可比盈利增长率为8%至9%。 第一季度有机销售额增长率为5%，摩根士丹利表示，可口可乐能够长期保持这一增长势头，远超同行。该投资公司指出，可口可乐的结构性定价增长、旗下Fairlife业务以及销量增长是推动有机销售增长的主要因素。 该券商补充道，可口可乐的股价上涨也可能得益于Fairlife产能的提升，以及竞争对手百事可乐(PEP)和Keurig Dr Pepper(KDP)的“强劲”定价策略。 摩根士丹利将可口可乐的目标股价从87美元上调至89美元，并维持“增持”评级。
Price: $78.54, Change: $+0.19, Percent Change: +0.24%
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%