智通财经APP获悉，摩根士丹利将另类资产管理公司 KKR(KKR.US)的评级从“持有”上调至“增持”，并将其目标价从 120 美元上调至 150 美元。称其看好资本市场复苏的预期。
分析师迈克尔·J·赛普里斯表示，与中国的关税降级幅度超出预期，为宏观经济走向好于预期铺平了道路，经济衰退的可能性降低，通胀上行压力减弱，从而降低了尾部风险。
他写道：“综合起来，这些宏观条件可以增强市场对潜在资本市场复苏的信心，并重新加速私人市场的飞轮，从而支持 KKR 强劲的盈利前景。”
塞浦路斯指出，由于贸易政策的透明度与年初相比有所提高，“且尾部风险可能得到缓解”，该股今年迄今已下跌 15%，提供了一个“有吸引力的”切入点。
摩根士丹利还将 KKR2026 年每股收益预期上调4.5%。
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