异动解读 | 摩根大通上调评级,卫讯公司股价盘前大涨5.11%

异动解读
Nov 11, 2025

周二盘前,卫讯公司(Viasat,股票代码:VSAT)股价大涨5.11%,引起市场广泛关注。这一显著涨幅主要源于投资银行摩根大通的最新分析报告。

据悉,摩根大通将卫讯公司的股票评级从"中性"上调至"增持"。分析师认为,卫讯公司将国防和先进技术(DAT)部门分拆的可能性较高,这一战略调整有望释放公司价值。此外,摩根大通还指出,尽管卫讯公司业绩增长强劲,但其国防与先进技术业务部门相比同行仍存在较大折价。同时,该公司的通信服务部门也被认为未得到市场充分重视,且有坚实的订单支持。

值得注意的是,卫讯公司股价在周一已创下两年新高。今年以来,该股涨幅已超过四倍,远远超过同期纳斯达克电信指数4.4%的涨幅。目前,9家券商中有5家给予卫讯公司"买入"或更高评级,3家维持"持有"评级,1家给予"卖出"评级。分析师们对该股的目标价中值为40.50美元。这一系列积极因素共同推动了卫讯公司股价的强劲上涨。

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