-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：我们将目标股价从31美元下调至28美元，相当于我们2027年每股收益预期值的9.4倍，低于辉瑞(PFE)的历史平均市盈率。我们维持2026年每股收益预期2.99美元和2027年每股收益预期2.97美元不变。辉瑞(PFE)今日公布了稳健的第一季度业绩，营收和利润均超出预期，并展现了其在后疫情时代转型战略方面取得的持续进展。尽管我们仍然认为该股目前估值偏低，因为公司明年的主要重点是人工智能整合，而新的变革性并购并非首要任务，因此我们认为推动股价大幅上涨的催化剂有限。我们认为辉瑞(PFE)的目标是最大化已上市和已收购产品的价值，尤其关注以下关键领域：肿瘤学、肥胖/代谢性疾病和疫苗。辉瑞仍致力于维持其股息，继续推进生产力提升计划（目标是节省 72 亿美元的成本），并追求有针对性的业务发展（产能为 70 亿美元），但我们预计辉瑞在短期内不会通过股票回购来支撑股价。
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Market Chatter: Japan Advances Energy Loan Talks With South Africa, Promotes Ammonia Co-Firing
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