富国银行：链接和平台业务前景堪忧下调康卡斯特(CMCSA.US)评级至“减持”

智通财经2025-04-15

智通财经APP获悉，富国银行将媒体和有线电视巨头康卡斯特(CMCSA.US)的评级从“持有”下调至“减持”，目标价下调6美元至31美元。富国银行认为，康卡斯特不再具有防御性，因为该公司正被拉进一个融合投资周期，移动成本将增加以重新加速宽带业务。富国银行认为，康卡斯特的链接和平台(Connectivity & Platforms)业务仍将面临压力，预计2025/ 2026年度EBITDA分别同比...

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富国银行：链接和平台业务前景堪忧 下调康卡斯特(CMCSA.US)评级至“减持”

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富国银行：链接和平台业务前景堪忧下调康卡斯特(CMCSA.US)评级至“减持”