--- title: "本週值得關注的分析師推薦:戴爾、強生和 AMD 股票被列為首選" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286647814.md" description: "本週,值得注意的分析師評級包括:由於人工智能服務器需求已被計入,德爾公司(Dell)被瑞銀(UBS)下調至中性評級;而強生(J&J)則因新產品的增長前景被 Leerink Partners 上調至跑贏大盤評級。阿克邁技術(Akamai)被美銀(BofA)上調至買入評級,理由是其向人工智能基礎設施的轉型。AMD 被大和證券(Daiwa)下調評級,因為近期價格上漲可能會放緩。Doximity 和固特異(Goodyear)也因指導意見令人失望和原材料價格問題分別被下調評級" datetime: "2026-05-16T14:25:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286647814.md) - [en](https://longbridge.com/en/news/286647814.md) - [zh-HK](https://longbridge.com/zh-HK/news/286647814.md) --- # 本週值得關注的分析師推薦:戴爾、強生和 AMD 股票被列為首選 Wall Street’s major market averages ended lower on Friday as tech stocks fell and U.S. Treasury yields marched higher following the U.S.-China summit ending. Wall Street had a slew of upgrades and downgrades from analysts. Here are some of the major calls for the week: Dell downgraded as UBS sees AI server demand 'largely priced in' Dell (DELL) was... ### 相關股票 - [JNJ.US](https://longbridge.com/zh-HK/quote/JNJ.US.md) - [DOCS.US](https://longbridge.com/zh-HK/quote/DOCS.US.md) - [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md) - [AKAM.US](https://longbridge.com/zh-HK/quote/AKAM.US.md) - [DLLL.US](https://longbridge.com/zh-HK/quote/DLLL.US.md) - [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md) - [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [XHE.US](https://longbridge.com/zh-HK/quote/XHE.US.md) - [IHI.US](https://longbridge.com/zh-HK/quote/IHI.US.md) - [AMDL.US](https://longbridge.com/zh-HK/quote/AMDL.US.md) - [VHT.US](https://longbridge.com/zh-HK/quote/VHT.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [IXJ.US](https://longbridge.com/zh-HK/quote/IXJ.US.md) - [HEAL.US](https://longbridge.com/zh-HK/quote/HEAL.US.md) - [IHE.US](https://longbridge.com/zh-HK/quote/IHE.US.md) - [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md) - [XLV.US](https://longbridge.com/zh-HK/quote/XLV.US.md) - [AMUU.US](https://longbridge.com/zh-HK/quote/AMUU.US.md) - [DELL.US](https://longbridge.com/zh-HK/quote/DELL.US.md) - [UBS.US](https://longbridge.com/zh-HK/quote/UBS.US.md) ## 相關資訊與研究 - [AMD 蘇姿豐:中國市場極其重要 算力已經成為 AMD 開展業務的關鍵](https://longbridge.com/zh-HK/news/286828706.md) - [美系外資調高評等 兩檔當紅主動式 ETF 大買 + 三利多 聯電飆 26 年新高](https://longbridge.com/zh-HK/news/286850682.md) - [李強:積極促進智能機器人迭代升級](https://longbridge.com/zh-HK/news/286896286.md) - [面板級封裝夯 正達、TPK 掌握關鍵玻璃基板 成業界新寵兒](https://longbridge.com/zh-HK/news/286677278.md) - [Arm Holdings CEO Rene Haas 對 Intel 及 AMD 發出的重大警告](https://longbridge.com/zh-HK/news/286773881.md)