瞧不上Reddit的大摩突然转向看涨! 上调目标价至华尔街之巅

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摩根士丹利将该机构对于Reddit的价格目标从华尔街最低上调至华尔街最高目标价;该机构的分析师表示，在IPO后股价飙升时持观望态度是“错误的”。智通财经APP获悉，华尔街金融巨头摩根士丹利的一位分析师承认，他错过了 Reddit Inc.(RDDT.US)首次公开募股后的巨大投资收益。然而，他在最新研报中认为“还有足够的时间跳上船舶”。摩根士丹利对于有着“美版贴吧”称号的 Reddit股票评级毫无...

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上调目标价至华尔街之巅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-10 10:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1222453.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利将该机构对于Reddit的价格目标从华尔街最低上调至华尔街最高目标价;该机构的分析师表示，在IPO后股价飙升时持观望态度是“错误的”。智通财经APP获悉，华尔街金融巨头摩根士丹利的一位分析师承认，他错过了 Reddit Inc.(RDDT.US)首次公开募股后的巨大投资收益。然而，他在最新研报中认为“还有足够的时间跳上船舶”。摩根士丹利对于有着“美版贴吧”称号的 Reddit股票评级毫无...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1222453.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0320765646.SGD","symbol_name":"FTIF - Franklin Income A MDIS SGD-H1","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1222453.html","article_id":"2490458727","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/24fa8350588843d92f819ac12ab5ce16"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2490458727","pubTimestamp":1733797952,"columns":[{"name":"大行评级","id":27,"label_key":"rating"}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，华尔街金融巨头摩根士丹利的一位分析师承认，他错过了 Reddit Inc.首次公开募股后的巨大投资收益。摩根士丹利对于有着“美版贴吧”称号的 Reddit股票评级毫无征兆地从“持有”上调至“增持”，并且上调至高达200美元的12个月内目标股价，从华尔街最低上调至华尔街最高目标价。大摩对于Reddit立场突然间转变，可谓令市场参与者们颇感意外。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0106831901.USD":"贝莱德世界金融基金A2","MS":"摩根士丹利","BK4547":"WSB热门概念","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","RDDT":"Reddit","BK4581":"高盛持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","BK4504":"桥水持仓","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4516":"特朗普概念","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC"},"translate_title":"Morgan Stanley, who looks down on Reddit, suddenly turns bullish! Price target raised to the top of Wall Street","themeId":"c12edd9b9c255fc009c1a24705ed8e77","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/99c1e2e89c599d30f28904c4f88a96cf","symbols_score_info":{"MS":1.1,"RDDT":1},"content_text":"摩根士丹利将该机构对于Reddit的价格目标从华尔街最低上调至华尔街最高目标价;该机构的分析师表示，在IPO后股价飙升时持观望态度是“错误的”。智通财经APP获悉，华尔街金融巨头摩根士丹利的一位分析师承认，他错过了 Reddit Inc.(RDDT.US)首次公开募股后的巨大投资收益。然而，他在最新研报中认为“还有足够的时间跳上船舶”。摩根士丹利对于有着“美版贴吧”称号的 Reddit股票评级毫无征兆地从“持有”上调至“增持”，并且上调至高达200美元的12个月内目标股价，从华尔街最低上调至华尔街最高目标价。大摩对于Reddit立场突然间转变，可谓令市场参与者们颇感意外。自4月大摩研报开始覆盖以来，来自大摩的分析师布莱恩·诺瓦克(Brian Nowak)一直对这家社交媒体公司予以“持有”的这一谨慎投资立场，但是他在最新报告中将他对于该股的评级意外上调至”增持“，使大摩对于Reddit的股票评级与华尔街大多数同行保持一致。对于看涨Reddit的市场参与者们来说，最重磅的消息无疑在于，大摩分析师诺瓦克还将他对于Reddit的12个月内目标价格从华尔街的最低目标价大幅提高到华尔街最高目标价，几乎翻了两番。诺瓦克在这份看涨研报中写道：“今年迄今为止，我们对于Reddit的悲观立场是错误的。”“但当我们展望2025年时，我们认为我们并没有完全错过这个正在迅速推出一系列用户交互模式以及新广告计划的规模化扩展平台。”长期不看好Reddit的诺瓦克予以Reddit的最新目标价高达200美元，意味着较上周五的历史新高收盘价还能再涨23%，截至上周五美股收盘，Reddit股价收于162.76美元。股价表现方面，自3月份该股以每股34美元的价格登陆美股市场以来，累计上涨接近380%。这位分析师还表示，在IPO后股价飙升时持谨慎观望态度是完全“错误的”。统计数据显示，社交媒体公司Reddit在10月份的月度表现最好，上涨幅度高达81%，因为Reddit的业绩以及前景展望均大幅超出预期，这表明其在广告技术方面的投资正在取得积极回报，并且Reddit大规模高价值的用户生成内容为谷歌以及OpenAI等AI领域领导者们训练大型语言模型提供了丰富的数据源，这也是该公司业绩增长的重要来源。Reddit通过多元化业务营收来源(比如AI训练数据许可以及广告业务)和用户增长，实现了盈利能力大幅提升。此外，Reddit平台上的各类生成式人工智能应用不仅大幅提高Reddit用户们的体验以及用户忠诚度，还开辟了新的创收渠道，大幅增强了公司的基本面稳健性。诺瓦克在研报中还表示，尽管如此，就该公司大幅增加用户、用户们在平台上花费的时间和广告业务营收相关的机遇而言，如果对标Facebook以及Snapchat等社交媒体发展轨迹，Reddit现在仍然处于非常早期的阶段。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport,rating","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2490458727"}