金吾财讯 | 摩根大通发布2025年1月美国分析师关注名单，多家公司被圈定为“买入”评级。从行业分布来看，涵盖工业、消费、能源、金融、医疗保健、媒体与电信、科技等多个领域。工业板块中，AGCO Corp.被视为价值股，目标价111美元；C.H. Robinson作为成长股，目标价133美元。消费板块里，成长型公司Abercrome & Fitch 目标价204美元；通用汽车(GM)则被看作价值股，目标价64美元。医疗保健行业中，众多成长型股票备受关注。如Eli Lily & Company目标价1100美元；Vertex Pharmaceuticals目标价280美元。在科技领域，微软作为成长股，目标价465美元；Broadcom目标价250美元。此外，名单还包含了近期四周的新增和移除股票信息。近期新增的股票如ORIC Pharmaceuticals、Ultragenyx等，反映了分析师对相关公司的最新看好；而被移除的股票，如SpringWorksTherapeutics等，可能是由于估值目标已达成或原投资逻辑不再成立。
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