BUZZ-摩根大通下调伦纳尔评级至 "减持",该公司股价下跌

路透中文
Dec 04, 2025
BUZZ-<a href="https://laohu8.com/S/JPM">摩根大通</a>下调伦纳尔评级至 "减持",该公司股价下跌

12月4日 - ** 美国住宅建筑商莱纳LEN.N股价盘前下跌2.4%,报130美元

** 摩根大通将该股评级从 "中性 "下调至 "减持",并将PT值从118美元下调至115美元

** 新PT显示该股较上次收盘价下跌13.6%。

** 券商预计,由于激励措施增加和住房需求疲软,联合利华的利润率将面临压力

** 与同行相比,LEN 的估值被认为偏高

** 摩根大通仍对住宅建筑商持谨慎态度,原因是经济承受能力面临挑战,且市场发展势头放缓

** 然而,摩根大通将 D.R. Horton 的 PT 值从 130 美元上调至 136 美元,理由是其运营实力强劲

** 20家券商中有5家将该股评级定为 "买入 "或更高,12家为 "持有",3家为 "卖出 "或更低;其PT中值为125美元--数据由LSEG编制

** 年初至今,股价上涨 1

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