据RBC分析师Drew McReynolds在报告中指出,汤森路透当前正处于"不对称的上行格局"。这位分析师认为,这家媒体与科技巨头的增长天花板已经抬高,风险回报状况亦有所改善。他强调:"可触达市场的演变是评估该股增长潜力和风险状况的最关键决定因素",并透露过去六个月来,他越来越确信该公司将在未来3-5年内通过智能体AI技术,在法律和税务垂直领域维持或强化其竞争地位。
McReynolds补充称,经历近期股价回调后,该股潜在上涨空间与下行风险的权衡已更具吸引力。基于此,加拿大皇家银行将汤森路透的评级从"板块表现"上调至"跑赢大盘"。
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