0842 ET——摩根大通分析师在研究报告中指出，投资者对约翰迪尔（Deere）的看法普遍偏空，该重型设备与农业机械制造商即将于下周发布第三财季业绩。分析师预计，迪尔将宣布北美地区明年EOP订单（即预购订单）趋势呈现持平或小幅增长，这与华尔街对2027财年生产与精准农业销售额最初预期增长约8%的计算形成对比。“尽管这强化了‘农业周期已触底’的说法，但较2023年峰值已下跌50%之后的销量持平，仍然比我们年初时的预期更为糟糕，”他们如是说。摩根大通将迪尔的目标股价从590美元下调至570美元，并调降了其2027财年的预测，不过仍维持对该股的“中性”评级。
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