--- title: "分析师上调评级以及梅赛德斯 - 奔驰股份出售的传闻引起关注" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286589502.md" description: "分析师来自 Stifel、德意志银行和摩根大通,上调了 RXO、BWX 科技和铁姆肯的评级,理由是前景改善。RBC 资本市场预计,梅赛德斯 - 奔驰的戴姆勒卡车股份在首次公开募股后价格上涨 43% 后,可能会在第二季度出售部分股份。券商们保持乐观,预测 2026 年标准普尔 500 指数将上涨,尽管面临地缘政治和能源市场的挑战,但仍受到人工智能势头和盈利的推动" datetime: "2026-05-15T15:43:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286589502.md) - [en](https://longbridge.com/en/news/286589502.md) - [zh-HK](https://longbridge.com/zh-HK/news/286589502.md) --- # 分析师上调评级以及梅赛德斯 - 奔驰股份出售的传闻引起关注 Analysts turn bullish: Stifel, Deutsche Bank, and JP Morgan upgraded RXO, BWX Technologies, and Timken, citing improved outlooks and raising price targets. Mercedes-Benz stake rethink: RBC Capital Markets sees a potential Q2 sale of part of Mercedes-Benz's Daimler Truck stake after a 43% post-IPO price rise. Market optimism persists: Top brokerages forecast S&P 500 gains in 2026, expecting AI momentum and earnings to offset geopolitical and energy market headwinds. ### 相关股票 - [BWXT.US](https://longbridge.com/zh-CN/quote/BWXT.US.md) - [RXO.US](https://longbridge.com/zh-CN/quote/RXO.US.md) - [TKR.US](https://longbridge.com/zh-CN/quote/TKR.US.md) - [SF.US](https://longbridge.com/zh-CN/quote/SF.US.md) - [DBK.DE](https://longbridge.com/zh-CN/quote/DBK.DE.md) - [DB.US](https://longbridge.com/zh-CN/quote/DB.US.md) - [JPM.US](https://longbridge.com/zh-CN/quote/JPM.US.md) - [RY.US](https://longbridge.com/zh-CN/quote/RY.US.md) - [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md) - [SF-C.US](https://longbridge.com/zh-CN/quote/SF-C.US.md) - [SFB.US](https://longbridge.com/zh-CN/quote/SFB.US.md) - [SF-B.US](https://longbridge.com/zh-CN/quote/SF-B.US.md) - [SF-D.US](https://longbridge.com/zh-CN/quote/SF-D.US.md) - [03KB.DE](https://longbridge.com/zh-CN/quote/03KB.DE.md) - [DPB.DE](https://longbridge.com/zh-CN/quote/DPB.DE.md) - [JPM-M.US](https://longbridge.com/zh-CN/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/zh-CN/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/zh-CN/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/zh-CN/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/zh-CN/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/zh-CN/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/zh-CN/quote/JPM-J.US.md) ## 相关资讯与研究 - [摩根大通评级分化:上调铁姆肯至 “中性”,下调。史密斯至 “减持”](https://longbridge.com/zh-CN/news/286604775.md) - [人工智能概念股助力牛市顶住多重风险,如今市场是否已然严重失衡?](https://longbridge.com/zh-CN/news/286919348.md) - [博世赢得梅赛德斯 - 奔驰巨额订单 将长期供应新一代电动汽车电机](https://longbridge.com/zh-CN/news/286886739.md) - [雪佛龙有望实现七连涨,地缘政治与派息利好助推股价](https://longbridge.com/zh-CN/news/286956907.md) - [奔驰 CEO:愿意涉足国防生产](https://longbridge.com/zh-CN/news/286623561.md)