--- title: "分析師上調評級以及梅賽德斯 - 奔馳股份出售的傳聞引起關注" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286589502.md" description: "分析師來自 Stifel、德意志銀行和摩根大通,上調了 RXO、BWX 科技和鐵姆肯的評級,理由是前景改善。RBC 資本市場預計,梅賽德斯 - 奔馳的戴姆勒卡車股份在首次公開募股後價格上漲 43% 後,可能會在第二季度出售部分股份。券商們保持樂觀,預測 2026 年標準普爾 500 指數將上漲,儘管面臨地緣政治和能源市場的挑戰,但仍受到人工智能勢頭和盈利的推動" 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) --- # 分析師上調評級以及梅賽德斯 - 奔馳股份出售的傳聞引起關注 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. ### 相關股票 - [BWXT.US](https://longbridge.com/zh-HK/quote/BWXT.US.md) - [RXO.US](https://longbridge.com/zh-HK/quote/RXO.US.md) - [TKR.US](https://longbridge.com/zh-HK/quote/TKR.US.md) - [SF.US](https://longbridge.com/zh-HK/quote/SF.US.md) - [DBK.DE](https://longbridge.com/zh-HK/quote/DBK.DE.md) - [DB.US](https://longbridge.com/zh-HK/quote/DB.US.md) - [JPM.US](https://longbridge.com/zh-HK/quote/JPM.US.md) - [RY.US](https://longbridge.com/zh-HK/quote/RY.US.md) - [.SPX.US](https://longbridge.com/zh-HK/quote/.SPX.US.md) - [SF-C.US](https://longbridge.com/zh-HK/quote/SF-C.US.md) - [SFB.US](https://longbridge.com/zh-HK/quote/SFB.US.md) - [SF-B.US](https://longbridge.com/zh-HK/quote/SF-B.US.md) - [SF-D.US](https://longbridge.com/zh-HK/quote/SF-D.US.md) - [03KB.DE](https://longbridge.com/zh-HK/quote/03KB.DE.md) - [DPB.DE](https://longbridge.com/zh-HK/quote/DPB.DE.md) - [JPM-M.US](https://longbridge.com/zh-HK/quote/JPM-M.US.md) - [JPM-C.US](https://longbridge.com/zh-HK/quote/JPM-C.US.md) - [JPM-D.US](https://longbridge.com/zh-HK/quote/JPM-D.US.md) - [JPM-L.US](https://longbridge.com/zh-HK/quote/JPM-L.US.md) - [8634.JP](https://longbridge.com/zh-HK/quote/8634.JP.md) - [JPM-K.US](https://longbridge.com/zh-HK/quote/JPM-K.US.md) - [JPM-J.US](https://longbridge.com/zh-HK/quote/JPM-J.US.md) ## 相關資訊與研究 - [鉅亨速報 - Factset 最新調查:BWX 科技 BWXT-US 的目標價調升至 242.5 元,幅度約 4.3%](https://longbridge.com/zh-HK/news/286581266.md) - [美國砸 9,400 萬美元補強 SMR 供應鏈,加強核能基礎設施](https://longbridge.com/zh-HK/news/286486395.md) - [科技與能源市場雙重挑戰:法律爭議、AI 需求激增與地緣政治影響交織](https://longbridge.com/zh-HK/news/286626403.md) - [嚴峻外貿形勢如何找機會? 這家台商不靠低價爭取歐美客户](https://longbridge.com/zh-HK/news/286912630.md) - [歐洲反貪會議丨胡英明:團結各方克服地緣政治挑戰 應對貪污風險](https://longbridge.com/zh-HK/news/286711800.md)