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FINWIRES

瑞银表示,随着人工智能担忧消退,投资者对经济增长充满信心,纳斯达克指数有望上涨。

-- 瑞银证券周五发布报告称,纳斯达克(NDAQ)持续表现良好,随着投资者对人工智能的担忧逐渐消退,对其增长前景更有信心,股价有望进一步走高。瑞银继续将该股列为首选股。 瑞银表示,鉴于纳斯达克第一季度业绩强劲,且所有业务板块均实现强劲增长,尤其是金融科技板块的有机年度经常性收入同比增长16.3%,瑞银依然看好纳斯达克。 报告指出,金融科技板块的增长主要得益于资本市场技术业务的强劲表现,该业务第一季度收入增长20.5%,年度经常性收入新增8400万美元。 瑞银指出,资本市场预期复苏将对资本准入平台业务产生积极影响,而23/5交易模式的推出也被视为市场数据的利好因素。瑞银预计指数业务近期收入将加速增长,预计第二季度收入将增长17.2%。 该券商表示,已将2026财年每股收益预期从3.90美元调整至3.89美元,并将2027财年每股收益预期从4.37美元调整至4.39美元。 瑞银维持对纳斯达克股票的“买入”评级,目标价为120美元。

Price: $89.65, Change: $+2.60, Percent Change: +2.99%

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