华尔街机构评级上调摘要 - 斯蒂芬斯将Varonis (VRNS)评级从平配上调至超配，目标价从33美元上调至45美元，认为此前关于私募股权兴趣的媒体报道进一步验证了公司股价仍被低估的观点，且此次上调基于基本面[2] - KeyBanc将纽柯钢铁 (NUE)评级从行业权重上调至超配，目标价274美元，认为该股在过去六个交易日下跌10%后显得“引人注目”[2] - 花旗将Macerich (MAC)评级从中性上调至买入，目标价从24美元上调至28美元，理由是公司在“前进计划”租赁目标方面取得进展[2] - 富国银行将Invitation Homes (INVH)评级从平配上调至超配，目标价从31美元上调至33美元，并将其列为第二季度财报前的首选住宅股之一，指出春季租赁季节结果好于担忧，且《21世纪住房道路法案》将带来更多投资机会[2] - 摩根士丹利将阿根廷电信 (TEO)评级从平配上调至超配，目标价从13美元上调至17美元，认为自上周公布与收购TEF阿根廷相关的补救措施后，股价因低于预期的并购收益（市场此前未定价）而下跌11%，但此轮抛售“过度”[2]

June 24, 2026 12:55 PM GMT Telecom Argentina | Latin America Sell-Off Overdone; Upgrade to OW | What's Changed | | | | --- | --- | --- | | Telecom Argentina (TEO.N) | From | To | | Rating | Equal-weight | Overweight | | Price Target | US$13.00 | US$17.00 | Announced remedies contributed to an -11% sell-off on lower than expected M&A benefits that the stock had not priced in. We raise target to USD17/ADR and upgrade to OW. Key Takeaways Recent sell-off seems overdone… TEO announced the acquisition of TEF Arg ...