---
title: "本週值得關注的分析師推薦：IBM、蘋果和露露樂蒙被列為首選"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/293100682.md"
description: "本週華爾街分析師的評級意見不一。由於第二季度業績令人失望，IBM 被 Oppenheimer 下調評級，而由於強勁的人工智能和硬件前景，Apple 被滙豐升級為買入。KeyBanc 下調了 Skyworks 的評級，但提高了對 Nvidia、Intel、Micron、Marvell 和 AMD 的目標價格。Lululemon 被 Truist 下調至賣出，原因是需求疲軟。此外，Nextpower、Palo Alto Networks 和 Okta 獲得了升級"
datetime: "2026-07-18T14:21:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293100682.md)
  - [en](https://longbridge.com/en/news/293100682.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293100682.md)
---

# 本週值得關注的分析師推薦：IBM、蘋果和露露樂蒙被列為首選

The S&P 500 (SP500) closed in the red on Friday, after the week saw the beginning of another earnings season, with companies such as Netflix and UnitedHealth coming up with their quarterly report cards. Nasdaq (COMP:IND) remained almost flat for the week, while Dow (DJI) gained 0.1%. Wall Street had a slew of upgrades and downgrades from analysts. ...

### 相關股票

- [NXT.US](https://longbridge.com/zh-HK/quote/NXT.US.md)
- [04335.HK](https://longbridge.com/zh-HK/quote/04335.HK.md)
- [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md)
- [LULU.US](https://longbridge.com/zh-HK/quote/LULU.US.md)
- [SWKS.US](https://longbridge.com/zh-HK/quote/SWKS.US.md)
- [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md)
- [PANW.US](https://longbridge.com/zh-HK/quote/PANW.US.md)
- [OKTA.US](https://longbridge.com/zh-HK/quote/OKTA.US.md)
- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [INTC.US](https://longbridge.com/zh-HK/quote/INTC.US.md)
- [IBM.US](https://longbridge.com/zh-HK/quote/IBM.US.md)
- [MRVL.US](https://longbridge.com/zh-HK/quote/MRVL.US.md)
- [HSBA.UK](https://longbridge.com/zh-HK/quote/HSBA.UK.md)
- [AMDL.US](https://longbridge.com/zh-HK/quote/AMDL.US.md)
- [MVLL.US](https://longbridge.com/zh-HK/quote/MVLL.US.md)
- [PALU.US](https://longbridge.com/zh-HK/quote/PALU.US.md)
- [LULG.US](https://longbridge.com/zh-HK/quote/LULG.US.md)
- [INTW.US](https://longbridge.com/zh-HK/quote/INTW.US.md)
- [AMUU.US](https://longbridge.com/zh-HK/quote/AMUU.US.md)
- [MULL.US](https://longbridge.com/zh-HK/quote/MULL.US.md)
- [NVDQ.US](https://longbridge.com/zh-HK/quote/NVDQ.US.md)
- [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [MUU.US](https://longbridge.com/zh-HK/quote/MUU.US.md)
- [NVDY.US](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [OKTX.US](https://longbridge.com/zh-HK/quote/OKTX.US.md)
- [PALD.US](https://longbridge.com/zh-HK/quote/PALD.US.md)
- [NVDD.US](https://longbridge.com/zh-HK/quote/NVDD.US.md)
- [PANG.US](https://longbridge.com/zh-HK/quote/PANG.US.md)
- [MUD.US](https://longbridge.com/zh-HK/quote/MUD.US.md)
- [MUYY.US](https://longbridge.com/zh-HK/quote/MUYY.US.md)
- [MUZ.US](https://longbridge.com/zh-HK/quote/MUZ.US.md)
- [AMDD.US](https://longbridge.com/zh-HK/quote/AMDD.US.md)
- [AMDG.US](https://longbridge.com/zh-HK/quote/AMDG.US.md)
- [DAMD.US](https://longbridge.com/zh-HK/quote/DAMD.US.md)
- [AMDY.US](https://longbridge.com/zh-HK/quote/AMDY.US.md)
- [AMDW.US](https://longbridge.com/zh-HK/quote/AMDW.US.md)
- [NVD.US](https://longbridge.com/zh-HK/quote/NVD.US.md)
- [NVDB.US](https://longbridge.com/zh-HK/quote/NVDB.US.md)
- [NVDG.US](https://longbridge.com/zh-HK/quote/NVDG.US.md)
- [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [NVDO.US](https://longbridge.com/zh-HK/quote/NVDO.US.md)
- [NVDS.US](https://longbridge.com/zh-HK/quote/NVDS.US.md)
- [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md)
- [NVDW.US](https://longbridge.com/zh-HK/quote/NVDW.US.md)
- [NVYY.US](https://longbridge.com/zh-HK/quote/NVYY.US.md)
- [NYYY.US](https://longbridge.com/zh-HK/quote/NYYY.US.md)
- [07388.HK](https://longbridge.com/zh-HK/quote/07388.HK.md)
- [07788.HK](https://longbridge.com/zh-HK/quote/07788.HK.md)
- [DIPS.US](https://longbridge.com/zh-HK/quote/DIPS.US.md)
- [09388.HK](https://longbridge.com/zh-HK/quote/09388.HK.md)
- [MAGX.US](https://longbridge.com/zh-HK/quote/MAGX.US.md)
- [LINT.US](https://longbridge.com/zh-HK/quote/LINT.US.md)
- [INYY.US](https://longbridge.com/zh-HK/quote/INYY.US.md)
- [IBX.US](https://longbridge.com/zh-HK/quote/IBX.US.md)
- [MRVU.US](https://longbridge.com/zh-HK/quote/MRVU.US.md)
- [AAPL.US](https://longbridge.com/zh-HK/quote/AAPL.US.md)
- [.SPX.US](https://longbridge.com/zh-HK/quote/.SPX.US.md)
- [NFLX.US](https://longbridge.com/zh-HK/quote/NFLX.US.md)
- [UNH.US](https://longbridge.com/zh-HK/quote/UNH.US.md)
- [.IXIC.US](https://longbridge.com/zh-HK/quote/.IXIC.US.md)
- [.DJI.US](https://longbridge.com/zh-HK/quote/.DJI.US.md)

## 相關資訊與研究

- [高通估 Q4 獲利不如預期 看好 AI 業務填補蘋果營收下滑](https://longbridge.com/zh-HK/news/294309437.md)
- [印度成晶片巨頭新戰場！Marvell 砸 2.5 億美元加碼 員工人數將翻倍](https://longbridge.com/zh-HK/news/294200870.md)
- [英特爾技術驅動醫療外骨骼解決方案 協助患者重新站穩腳步](https://longbridge.com/zh-HK/news/294145812.md)
- [瑞儀財報／第 2 季 EPS 0.52 元 為近九季新低](https://longbridge.com/zh-HK/news/294343308.md)
- [英特爾與 Cadence 擴大結盟，AI 驅動設計流程獲 Intel 14A 與 18A-P 製程雙認證](https://longbridge.com/zh-HK/news/294150595.md)