9月29日 - ** 券商摩根士丹利将美国消费金融 行业前景从 "谨慎 "上调至 "一致"
** 将目标价中值上调 13
** 称Ally Financial ALLY.N 是消费者从利率下调中获利的最佳途径，因为到2027年第四季度净利息差预计将扩大48个基点
** 将UWM Holdings UWMC.N的评级下调至 "等权重"，因为MS认为，如果长期利率不跟随美联储降息，该公司将面临估值风险。
** 券商预计2026年贷款增长将温和复苏，但银行对宏观经济形势仍持谨慎态度
** 摩根士丹利表示，如果贷款增长且公司返还额外现金，该行业可能表现良好，但挑选强势个股更为安全
** 包括本交易日在内，ALLY 年累计上涨 10.22%，而 UWMC 年累计上涨 3.49
(为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)
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