GMT EIGHT - Research - US Stock

First Group is optimistic about Broadcom Inc.'s AI potential and has upgraded its rating to "buy", while Salesforce, Inc. has been downgraded to "hold".

First Group has upgraded its rating on chip giant Broadcom from "hold" to "buy", while downgrading its rating on cloud computing leader Salesforce from "buy" to "hold".

Bank of America: Meta (META.US) expected to increase performance with a large nuclear power order in 2020, maintains "buy" rating on Constellation Energy (CEG.US).

Bank of America released a research report, maintaining a "buy" rating for Constellation Energy with a target price of $318.

Goldman Sachs Group, Inc. maintains a "buy" rating on Wells Fargo & Company (WFC.US), with the lifting of the asset cap releasing growth potential.

Goldman Sachs maintains a "buy" rating for Citigroup, with a target price of $76.

Bank of America: The automotive industry is embracing internal combustion engines again. Tesla, Inc. (TSLA.US) still has the potential to expand market share.

The Bank of America report points out that the global automotive industry is facing a double squeeze from powertrains and policies, forcing companies to refocus their strategies on the traditional internal combustion engine field.

Bank of America: Acquisition of Zava fails to mask the slowing growth in the US market, maintains "underperform" rating for Hims & Hers Health (HIMS.US)

Bank of America released a research report, maintaining an "underperform" rating on the telemedicine company Hims & Hers Health, with a target price of $28.

Bank of America: Lowe's Companies, Inc. (LOW.US) is breaking into the construction market by acquiring ADG, with hopes that its professional services will catch up to Home Depot, Inc. (HD.US).

Bank of America pointed out that after Laosi's recent acquisition, its business targeting professional clients may be catching up with Home Depot.

Oppenheimer: Musk's Participation Critically Impacts Tesla, Inc. (TSLA.US) with the Grounding of Autonomous Driving or as a Short-Term Stock Price Catalyst.

Oppenheimer senior research analyst Colin Rusch recently stated that Tesla's planned launch of self-driving cars in June will become a focal point for investors, and this event may play a decisive role in the company's stock price in the coming months.

Investment bank Bernstein: Super fans will become the key to the growth of the entertainment industry. Live Nation (LYV.US) is the first choice.

Investment bank Bernstein stated that super fans can be found across different media, and they are crucial for the next stage of growth and profitability in the entertainment industry.

Bank of America: The "most chaotic moment" of tariffs has passed, large bank stocks are expected to outperform the S&P 500.

On Wednesday, Bank of America pointed out that after going through a round of market volatility triggered by tariffs, the worst period may have passed, and bank stocks may usher in a moment of outperforming the market.

After Constellation Energy (CEG.US) secured a large order from Meta, it was downgraded by Citigroup to "neutral".

Citigroup downgraded the company Constellation Energy from "buy" to "neutral".

Bank of America: Robinhood (HOOD.US) becomes the "best candidate" for inclusion in the S&P 500 index or may see a large increase in passive fund holdings.

The Bank of America pointed out that Robinhood Markets (HOOD.US) is "the most likely candidate to be included" in the upcoming S&P 500 index component adjustment to be announced on Friday.

Hewlett Packard Enterprise Co.'s (HPE.US) Q2 provides an impressive performance, earning praise from Wall Street.

Wisdom and Technology announced better-than-expected second-quarter financial results, which not only sparked a strong market response, but also received unanimous praise from analysts.

AI shortcomings and iPhone replacement cycle pressure Apple Inc. (AAPL.US), Needham downgrades to "hold" rating.

Needham recently joined the bearish camp, downgrading Apple's rating from "Buy" to "Hold".

Bank of America: Amazon.com, Inc. (AMZN.US) and Siasun Robot & Automation Legion expected to release billions in costs, target price raised to $248.

In a research report, Bank of America stated that Amazon is expected to release cost savings potential of over 100 billion US dollars and increase retail profit margins by deploying robot technology on a large scale.

Trade weapon status and production recovery drive valuation leap, Bank of America supports Boeing Company (BA.US) and raises target price to $260.

Bank of America upgraded Boeing's stock rating from "Neutral" to "Buy" and substantially raised its target price from $185 to $260.

"The Golden Ticket of the AI era"! The surge of US nuclear power stocks, what investment opportunities are there?

The nuclear power industry is welcoming policy and investment advantages, highlighting nuclear energy as one of the key directions for AI investment. Analysts are also beginning to look forward to the optimistic prospects of this industry.

Diversified layout and inventory optimization hedge risks. Goldman Sachs Group, Inc. maintains a "neutral" rating for Target Corporation (TGT.US).

Goldman Sachs maintains a "neutral" rating on Target with a target price of $90.

JP Morgan: AI "money printing machine" in full operation, Broadcom Inc.(AVGO.US) is expected to deliver impressive performance in Q2.

J.P. Morgan stated that, driven by strong demand for artificial intelligence (AI) products, stability in non-AI semiconductor business, and continued strong performance in VMware business, Broadcom is expected to announce second quarter financial results that meet or slightly exceed market expectations, and provide optimistic guidance for the third quarter performance.

Limited impact from tariffs and other policies, Citigroup maintains a "buy" rating for Eli Lilly (LLY.US).

Citigroup released a research report, maintaining its "buy" rating on Lilly (LLY.US) with a new target price of $1190. Despite current policy factors such as tariffs, Lilly stated that the impact on its business is limited.

Goldman Sachs updates latest clinical progress at ASCO Three US pharmaceutical companies receive "buy" ratings.

On June 2nd, Goldman Sachs released a research report, updating the relevant information obtained at the American Society of Clinical Oncology (ASCO) annual meeting, including the progress of drugs/therapies under pharmaceutical companies such as Johnson & Johnson, Regeneron Pharmaceuticals, and Relay in clinical trials.

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