大行评级|奥本海默:下调凯雷、杰富瑞和高盛的评级 关税不确定性笼罩并购市场

格隆汇APP
19 Mar

格隆汇3月19日|奥本海默将凯雷杰富瑞高盛的评级从“跑赢大盘”下调至“与大盘同步”,并预计2025年投资银行业务收入将同比持平,而此前预计将增长32%。分析师指出,尽管企业有资本投资且利率企稳,但当前的市场形势迫使公司重新考虑其并购计划,这将对投资银行造成打击。

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