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10月8日 - ** 信用卡巨头美国运通 股价盘前下跌0.8%至271.64美元
** BTIG将美国运通的评级从 "中性 "下调至 "卖出",理由是预计该公司富裕客户的消费将弱于2025年的快速改善预期。
** BTIG 预计 AXP 将效仿 Ally Financial 的 (link) 的做法,宣布 2024 年下半年的消费状况比他们预期的要差。
** ALLY上个月指出 (link),第三季度信贷挑战加剧,因为借款人正与高通胀和生活成本作斗争。
** AXP可能无法达到2025年 "无法实现 "的预期,包括每股收益和收入增长--BTIG
** 30家券商中有12家将该股评级为 "买入 "或更高,12家为 "持有",2家为 "卖出 "或更低;PT中值为267.53美元--LSEG
** 截至上次收盘,AXP股价累计上涨46.1%。
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