-- 摩根士丹利周三在一份电子邮件报告中指出，标普全球（SPGI）公布了稳健的第一季度业绩，其评级业务收入远超同行穆迪（MCO），利润率也高于此前较为保守的预期。 报告称，标普评级业务的有机收入增长了11.5%，远超穆迪当季约6%的增幅。 然而，摩根士丹利指出，尽管整个季度发行量强劲，但如果地缘政治紧张局势恶化，可能会阻碍增长势头。 与此同时，报告称，标普的利润率同比增长93个基点，远高于市场普遍预期的持平水平，该公司目前对2026年利润率的预期较为保守。 此外，报告还指出，标普的市场情报部门“可以说是投资者最为关注的部门”，实现了6.3%的有机增长，超出预期。 摩根士丹利维持标普对该公司股票的增持评级，并将该公司的目标股价从 556 美元上调至 557 美元。
Price: $429.55, Change: $-3.93, Percent Change: -0.91%
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%