https://finwires.com/zh-CN/article/%E5%8A%A0%E6%8B%BF%E5%A4%A7%E7%9A%87%E5%AE%B6%E9%93%B6%E8%A1%8C%E8%A1%A8%E7%A4%BA-primo-brands%E7%AC%AC%E4%BA%8C%E5%AD%A3%E5%BA%A6%E9%9B%B6%E5%94%AE%E4%B8%9A%E5%8A%A1%E7%9A%84%E5%BC%BA%E5%8A%B2%E8%A1%A8%E7%8E%B0%E6%9C%89%E6%9C%9B%E6%8A%B5%E6%B6%88%E9%85%8D%E9%80%81%E4%B8%9A%E5%8A%A1%E7%9A%84%E7%96%B2%E8%BD%AF-7058262 FINWIRES zh-cn 2026-08-03T15:28:46.000Z 加拿大皇家银行表示，Primo Brands第二季度零售业务的强劲表现有望抵消配送业务的疲软。 https://finwires.com/zh-CN/article/rbc%E8%A1%A8%E7%A4%BA-dutch-bros%E5%9C%A8%E7%AC%AC%E4%BA%8C%E5%AD%A3%E5%BA%A6%E8%B4%A2%E6%8A%A5%E5%8F%91%E5%B8%83%E5%89%8D%E7%9A%84%E9%A3%8E%E9%99%A9-%E5%9B%9E%E6%8A%A5%E6%AF%94%E5%81%8F%E5%90%91%E6%9C%89%E5%88%A9-7058257 FINWIRES zh-cn 2026-08-03T15:28:24.000Z RBC表示，Dutch Bros在第二季度财报发布前的风险/回报比偏向有利。 https://finwires.com/zh-CN/article/lantheus%E4%B8%8Ecurium%E8%BE%BE%E6%88%90%E9%AB%98%E8%BE%BE80%E4%BA%BF%E7%BE%8E%E5%85%83%E7%9A%84%E7%A7%81%E6%9C%89%E5%8C%96%E5%8D%8F%E8%AE%AE-7058252 FINWIRES zh-cn 2026-08-03T15:28:13.000Z Lantheus与Curium达成高达80亿美元的私有化协议 https://finwires.com/zh-CN/article/%E6%9C%80%E6%96%B0%E6%B6%88%E6%81%AF-%E7%91%9E%E9%93%B6%E9%87%91%E8%9E%8D%E6%9C%8D%E5%8A%A1%E5%85%AC%E5%8F%B8%E8%A2%ABfincen%E7%BD%9A%E6%AC%BE1-25%E4%BA%BF%E7%BE%8E%E5%85%83-7058242 FINWIRES zh-cn 2026-08-03T15:27:06.000Z 最新消息：瑞银金融服务公司被FinCEN罚款1.25亿美元 https://finwires.com/zh-CN/article/%E7%91%9E%E7%A9%97%E8%AF%81%E5%88%B8%E5%B0%86%E7%99%BE%E5%81%A5%E7%9A%84%E7%9B%AE%E6%A0%87%E8%82%A1%E4%BB%B7%E4%BB%8E221%E7%BE%8E%E5%85%83%E4%B8%8A%E8%B0%83%E8%87%B3241%E7%BE%8E%E5%85%83-7058243 FINWIRES zh-cn 2026-08-03T15:26:51.000Z 瑞穗证券将百健的目标股价从221美元上调至241美元。 https://finwires.com/zh-CN/article/tph%E7%A7%B0-%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E9%A9%B1%E5%8A%A8%E7%9A%84%E6%8A%9B%E5%94%AE%E6%BD%AE%E5%92%8C%E5%8E%8B%E8%A3%82%E4%BB%B7%E6%A0%BC%E8%B5%B0%E8%BD%AF%E5%B0%86%E7%BB%99%E8%83%BD%E6%BA%90%E6%9C%8D%E5%8A%A1%E5%89%8D%E6%99%AF%E5%B8%A6%E6%9D%A5%E5%8E%8B%E5%8A%9B-7058244 FINWIRES zh-cn 2026-08-03T15:26:24.000Z TPH称，人工智能驱动的抛售潮和压裂价格走软将给能源服务前景带来压力。 https://finwires.com/zh-CN/article/%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E7%A7%B0-astera-labs%E5%92%8Cglobalfoundries%E5%B7%B2%E4%B8%BA%E4%BA%BA%E5%B7%A5%E6%99%BA%E8%83%BD%E9%A2%86%E5%9F%9F%E7%9A%84%E9%95%BF%E6%9C%9F%E5%A2%9E%E9%95%BF%E5%81%9A%E5%A5%BD%E5%87%86%E5%A4%87-7058234 FINWIRES zh-cn 2026-08-03T15:25:55.000Z 摩根士丹利称，Astera Labs和GlobalFoundries已为人工智能领域的长期增长做好准备。 https://finwires.com/zh-CN/article/%E6%9B%B4%E6%96%B0-%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E5%B0%86circle-internet%E7%9A%84%E8%AF%84%E7%BA%A7%E4%BB%8E-%E6%8C%81%E8%82%A1%E8%A7%82%E6%9C%9B-%E4%B8%8B%E8%B0%83%E8%87%B3-%E5%87%8F%E6%8C%81-%E5%B9%B6%E5%B0%86%E7%9B%AE%E6%A0%87%E4%BB%B7%E4%BB%8E106%E7%BE%8E%E5%85%83%E4%B8%8B%E8%B0%83%E8%87%B338%E7%BE%8E%E5%85%83-7058224 FINWIRES zh-cn 2026-08-03T15:22:09.000Z 更新：摩根士丹利将Circle Internet的评级从“持股观望”下调至“减持”，并将目标价从106美元下调至38美元。 https://finwires.com/zh-CN/article/wedbush%E7%A7%B0-godaddy%E5%90%91%E6%99%BA%E8%83%BD%E7%BD%91%E7%AB%99%E6%9E%84%E5%BB%BA%E5%92%8Cvibe%E7%BC%96%E7%A0%81%E8%BD%AC%E5%9E%8B%E5%B0%86%E9%9D%A2%E4%B8%B4%E6%9B%B4%E9%AB%98%E9%A3%8E%E9%99%A9-7058215 FINWIRES zh-cn 2026-08-03T15:17:54.000Z Wedbush称，GoDaddy向智能网站构建和Vibe编码转型将面临更高风险 https://finwires.com/zh-CN/article/wedbush-%E8%A1%A8%E7%A4%BA-tower-semiconductor-%E6%9C%89%E6%9C%9B%E5%9C%A8%E7%AC%AC%E4%BA%8C%E5%AD%A3%E5%BA%A6%E4%B8%9A%E7%BB%A9%E8%B6%85%E9%A2%84%E6%9C%9F%E5%B9%B6%E5%AE%9E%E7%8E%B0%E5%A2%9E%E9%95%BF-7058213 FINWIRES zh-cn 2026-08-03T15:17:04.000Z Wedbush 表示，Tower Semiconductor 有望在第二季度业绩超预期并实现增长。 https://finwires.com/zh-CN/article/%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E7%A7%B0-spotify%E5%B8%82%E5%9C%BA%E4%BB%BD%E9%A2%9D%E4%B8%8B%E6%BB%91%E4%B8%BA%E6%96%B0%E4%BA%A7%E5%93%81%E5%8F%91%E5%B8%83%E5%89%8D%E5%88%9B%E9%80%A0%E4%BA%86%E4%B9%B0%E5%85%A5%E8%89%AF%E6%9C%BA-7058205 FINWIRES zh-cn 2026-08-03T15:14:32.000Z 摩根士丹利称，Spotify市场份额下滑为新产品发布前创造了买入良机。 https://finwires.com/zh-CN/article/wedbush%E8%A1%A8%E7%A4%BA-playtika%E7%9A%84%E5%80%BA%E5%8A%A1%E5%92%8C%E5%A2%9E%E9%95%BF%E6%94%BE%E7%BC%93%E6%8B%96%E7%B4%AF%E4%BA%86%E5%85%B6%E5%89%8D%E6%99%AF-%E4%BD%86%E7%AC%AC%E4%BA%8C%E5%AD%A3%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E5%B0%86%E7%AC%A6%E5%90%88%E9%A2%84%E6%9C%9F-7058194 FINWIRES zh-cn 2026-08-03T15:12:17.000Z Wedbush表示，Playtika的债务和增长放缓拖累了其前景，但第二季度业绩预计将符合预期。 https://finwires.com/zh-CN/article/%E6%8D%AE%E7%BE%8E%E5%9B%BD%E8%83%BD%E6%BA%90%E4%BF%A1%E6%81%AF%E7%BD%B2%E7%A7%B0-%E5%8F%97%E7%83%AD%E6%B5%AA%E5%BD%B1%E5%93%8D-%E5%BE%B7%E5%85%8B%E8%90%A8%E6%96%AF%E5%B7%9E%E7%94%B5%E5%8A%9B%E9%9C%80%E6%B1%82%E9%A3%99%E5%8D%87%E8%87%B3%E5%8E%86%E5%8F%B2%E6%96%B0%E9%AB%98-ercot-%E5%BE%B7%E5%85%8B%E8%90%A8%E6%96%AF%E5%B7%9E%E7%94%B5%E5%8A%9B%E5%8F%AF%E9%9D%A0%E6%80%A7%E5%A7%94%E5%91%98%E4%BC%9A-7058187 FINWIRES zh-cn 2026-08-03T15:09:04.000Z 据美国能源信息署称，受热浪影响，德克萨斯州电力需求飙升至历史新高，ERCOT（德克萨斯州电力可靠性委员会）的装机容量超过91吉瓦。 https://finwires.com/zh-CN/article/%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E7%A7%B0-rbc%E8%BD%B4%E6%89%BF%E5%B7%B2%E5%81%9A%E5%A5%BD%E6%89%A9%E5%A4%A7%E7%BB%93%E6%9E%84%E6%80%A7%E5%88%A9%E6%B6%A6%E7%A9%BA%E9%97%B4%E7%9A%84%E5%87%86%E5%A4%87-7058182 FINWIRES zh-cn 2026-08-03T15:08:49.000Z 摩根士丹利称，RBC轴承已做好扩大结构性利润空间的准备。 https://finwires.com/zh-CN/article/%E6%9B%B4%E6%96%B0-wedbush-%E5%B0%86-godaddy-%E7%9A%84%E7%9B%AE%E6%A0%87%E8%82%A1%E4%BB%B7%E4%BB%8E-109-%E7%BE%8E%E5%85%83%E4%B8%8B%E8%B0%83%E8%87%B3-93-%E7%BE%8E%E5%85%83-%E4%BD%86%E7%BB%B4%E6%8C%81-%E8%B7%91%E8%B5%A2%E5%A4%A7%E7%9B%98-%E8%AF%84%E7%BA%A7-7058179 FINWIRES zh-cn 2026-08-03T15:08:21.000Z 更新：Wedbush 将 GoDaddy 的目标股价从 109 美元下调至 93 美元，但维持“跑赢大盘”评级。 https://finwires.com/zh-CN/article/wedbush%E8%A1%A8%E7%A4%BA-%E5%8F%97%E9%95%BF%E6%9C%9F%E7%BB%93%E6%9E%84%E6%80%A7%E4%B8%8D%E5%88%A9%E5%9B%A0%E7%B4%A0%E5%BD%B1%E5%93%8D-trade-desk%E7%AC%AC%E4%BA%8C%E5%AD%A3%E5%BA%A6%E4%B8%9A%E7%BB%A9%E6%88%96%E5%B0%86%E7%AC%A6%E5%90%88%E9%A2%84%E6%9C%9F-7058174 FINWIRES zh-cn 2026-08-03T15:07:57.000Z Wedbush表示，受长期结构性不利因素影响，Trade Desk第二季度业绩或将符合预期。 https://finwires.com/zh-CN/article/stifel%E5%B0%86martin-marietta-materials%E7%9A%84%E7%9B%AE%E6%A0%87%E8%82%A1%E4%BB%B7%E4%BB%8E712%E7%BE%8E%E5%85%83%E4%B8%8B%E8%B0%83%E8%87%B3634%E7%BE%8E%E5%85%83-%E7%BB%B4%E6%8C%81-%E4%B9%B0%E5%85%A5-%E8%AF%84%E7%BA%A7-7058166 FINWIRES zh-cn 2026-08-03T15:06:37.000Z Stifel将Martin Marietta Materials的目标股价从712美元下调至634美元，维持“买入”评级。 https://finwires.com/zh-CN/article/stifel%E5%B0%86%E4%B8%87%E8%B1%AA%E5%9B%BD%E9%99%85%E7%9A%84%E7%9B%AE%E6%A0%87%E8%82%A1%E4%BB%B7%E4%BB%8E365%E7%BE%8E%E5%85%83%E4%B8%8B%E8%B0%83%E8%87%B3343%E7%BE%8E%E5%85%83-%E7%BB%B4%E6%8C%81-%E6%8C%81%E6%9C%89-%E8%AF%84%E7%BA%A7-7058170 FINWIRES zh-cn 2026-08-03T15:06:36.000Z Stifel将万豪国际的目标股价从365美元下调至343美元，维持“持有”评级。 https://finwires.com/zh-CN/article/%E5%91%A8%E4%B8%80%E4%BA%A4%E6%98%93%E4%B8%AD-%E7%BE%8E%E5%9B%BD%E5%AD%98%E6%89%98%E5%87%AD%E8%AF%81%E4%B8%8B%E8%B7%8C-%E6%AC%A7%E6%B4%B2%E8%82%A1%E7%A5%A8%E5%9C%A8%E7%BE%8E%E5%9B%BD%E4%BA%A4%E6%98%93-7058171 FINWIRES zh-cn 2026-08-03T15:05:39.000Z 周一交易中，美国存托凭证下跌，欧洲股票在美国交易。 https://finwires.com/zh-CN/article/%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E7%A7%B0-church-dwight%E7%AC%AC%E4%BA%8C%E5%AD%A3%E5%BA%A6%E5%BC%BA%E5%8A%B2%E7%9A%84%E6%9C%89%E6%9C%BA%E9%94%80%E5%94%AE%E5%A2%9E%E9%95%BF%E5%B7%A9%E5%9B%BA%E4%BA%86%E5%85%B6%E5%93%81%E7%89%8C%E5%8F%91%E5%B1%95%E5%8A%BF%E5%A4%B4-7058155 FINWIRES zh-cn 2026-08-03T15:03:27.000Z 摩根士丹利称，Church & Dwight第二季度强劲的有机销售增长巩固了其品牌发展势头。 https://finwires.com/zh-CN/article/%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E9%A2%84%E6%B5%8B-%E9%AB%98%E9%9C%B2%E6%B4%81%E6%A3%95%E6%A6%84%E6%9C%89%E6%9C%BA%E4%BA%A7%E5%93%81%E9%94%80%E5%94%AE%E5%A2%9E%E9%95%BF%E5%B0%86%E5%9C%A82026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E5%B9%B4%E5%92%8C2027%E5%B9%B4%E6%81%A2%E5%A4%8D%E8%87%B33--4-7058149 FINWIRES zh-cn 2026-08-03T15:01:24.000Z 摩根士丹利预测，高露洁棕榄有机产品销售增长将在2026年下半年和2027年恢复至3%-4%。 https://finwires.com/zh-CN/article/%E5%8F%97%E4%B8%AD%E4%B8%9C%E5%86%B2%E7%AA%81%E5%BD%B1%E5%93%8D-%E4%B8%87%E8%B1%AA%E9%85%92%E5%BA%97%E7%AC%AC%E4%BA%8C%E5%AD%A3%E5%BA%A6%E8%90%A5%E6%94%B6%E6%9C%AA%E8%BE%BE%E9%A2%84%E6%9C%9F-7058137 FINWIRES zh-cn 2026-08-03T14:58:56.000Z 受中东冲突影响，万豪酒店第二季度营收未达预期。 https://finwires.com/zh-CN/article/wedbush%E8%A1%A8%E7%A4%BA-take-two-interactive-software%E7%AC%AC%E4%B8%80%E8%B4%A2%E5%AD%A3%E4%B8%9A%E7%BB%A9%E5%B0%86%E8%BE%BE%E5%88%B0%E9%A2%84%E6%9C%9F%E4%B8%8A%E9%99%90-7058133 FINWIRES zh-cn 2026-08-03T14:56:43.000Z Wedbush表示，Take-Two Interactive Software第一财季业绩将达到预期上限。 https://finwires.com/zh-CN/article/%E6%8D%AE%E6%8A%A5%E9%81%93-%E5%8D%B0%E5%BA%A6%E5%B0%86%E6%8A%8Aongc%E7%9F%B3%E6%B2%B9%E5%82%A8%E5%AD%98%E8%AE%BE%E6%96%BD%E7%9A%84%E4%B8%80%E5%8D%8A%E7%94%A8%E4%BA%8E%E6%88%98%E7%95%A5%E5%82%A8%E5%A4%87-7058129 FINWIRES zh-cn 2026-08-03T14:55:41.000Z 据报道，印度将把ONGC石油储存设施的一半用于战略储备。 https://finwires.com/zh-CN/article/%E6%91%A9%E6%A0%B9%E5%A3%AB%E4%B8%B9%E5%88%A9%E7%A7%B0-%E5%8F%97%E7%BE%8E%E5%85%83%E4%BD%99%E9%A2%9D%E6%94%B6%E7%BC%A9%E5%BD%B1%E5%93%8D-circle-internet%E9%9D%A2%E4%B8%B4%E7%BB%93%E6%9E%84%E6%80%A7%E9%80%86%E9%A3%8E-7058108 FINWIRES zh-cn 2026-08-03T14:49:39.000Z 摩根士丹利称，受美元余额收缩影响，Circle Internet面临结构性逆风 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