威廉·布莱尔上调FactSet评级,称人工智能风险被夸大

路透中文
Sep 09
BUZZ-威廉·布莱尔上调FactSet评级,称人工智能风险被夸大

9月8日 - ** 威廉·布莱尔将金融数据提供商FactSet Research(FDS.N)的评级从“与大盘持平”上调至“跑赢大盘”

** 该券商认为,市场对FDS面临的AI颠覆风险的担忧被夸大了。该券商表示,FDS已成为市场对AI将颠覆金融数据提供商这一广泛担忧的典型代表

** “我们仍然看好人工智能对信息服务带来的净收益,因为它应能增加对可信、决策级数据的需求,并加速产品开发”——威廉·布莱尔

** 该券商表示,尽管FactSet的规模小于其最大且主要竞争对手标普全球(S&P Global)、彭博(Bloomberg)和伦敦证券交易所集团(LSEG),但其现有规模足以支撑持续的投资计划

** 20家券商中有4家给予该股“买入”或更高评级,10家给予“持有”评级,6家给予“卖出”或更低评级;目标价中位数为254美元——数据由伦敦证券交易所集团(LSEG)汇总

** 截至上一交易日收盘,FDS股票年内累计上涨4%

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