在更广泛的背景下，这次降级表明对于深度参与人工智能资本支出领域的公司应采取谨慎的投资方式。Melius Research正将其关注点转向估值指标更稳定、波动性更小的工业股，这表明在当前市场动态中，他们更倾向于安全而非增长。对于寻求稳定性的投资者来说，Johnson ...

Melius对Johnson Controls的降级和新目标价是该公司更广泛调整的一部分，同时还下调了Vertiv、Eaton和Trane等其他与资本支出相关的股票评级。该公司的谨慎立场反映了对近期激进资本支出（尤其是在人工智能领域）能否持续的普遍怀疑。 InvestingPro ...

Advanced Micro Devices (AMD) has received a downgrade from Melius Research. The firm lowered its rating on the stock to Hold ...

Through its ARM-based CPUs specialized for artificial intelligence workloads, the research company cautioned in a note to ...

据独立研究公司Melius Research整理的数据显示，DeepSeek的AI模型生成信息的成本大约是OpenAI ChatGPT的十分之一。Melius Research分析师Ben ...

Melius has adjusted its revenue growth estimates for AMD. The firm now projects only a 3% growth in AMD’s PC CPU revenue by ...

As previously reported, Melius Research downgraded Vertiv Holdings (VRT), Eaton (ETN), Johnson Controls (JCI) and Trane (TT), all to Hold from ...

Melius Research lowered the firm’s price target on Tractor Supply (TSCO) to $62 from $70 and keeps a Buy rating on the shares.Invest with ...

At least four analysts have lowered their ratings on the chip stock so far this year, with the latest being Ben Reitzes of ...

Melius Research restated their hold rating on shares of Vertiv (NYSE:VRT – Free Report) in a research report sent to investors on Tuesday,Benzinga reports. Melius Research currently has a $125.00 ...

Melius Research restated their hold rating on shares of Trane Technologies (NYSE:TT – Free Report) in a report released on Tuesday, Marketbeat reports. They currently have a $398.00 price objective on ...

Will Nvidia become part of the “Trump trade?” Melius Research says the new Stargate joint venture may signal more AI-friendly ...