核心观点 - 美银证券开始覆盖美洲电信 给予中性评级 目标价26美元 认为拉丁美洲电信行业在2023-2024年进入积极时期[1] - 美洲电信是值得投资的顶级电信股之一 公司已连续25年支付股息[1][2] - 公司通过续签长期协议 巩固了其在拉丁美洲的奥运会转播权[3] 行业趋势 - 拉丁美洲电信行业在2023-2024年进入积极时期[1] - 随着5G投资后资本支出放缓 行业整合增强了定价能力[1] - 行业现金流改善导致投资者股息增加 这一模式使整个拉丁美洲的电信公司受益[2] 公司业务与事件 - 美洲电信是一家墨西哥主要电信公司 专注于通信、信息技术和数字内容[4] - 公司是全球最大的移动网络运营商之一 在拉丁美洲和欧洲的22个国家提供产品和服务[4] - 公司于12月19日加强了其在拉丁美洲的奥运会转播权控制 续签协议涵盖至2032年布里斯班奥运会[3] - 新协议涵盖2026年米兰-科尔蒂纳冬奥会、2030年法国阿尔卑斯冬奥会、2028年洛杉矶夏奥会、2032年布里斯班夏奥会以及同期的青年奥林匹克运动会[3] 财务与股东回报 - 美洲电信已连续25年支付股息[2]

核心观点 - 主持人吉姆·克莱默表示他本应大力推荐纽柯公司的股票 他认为纽柯是一家好公司[1] - 纽柯公司的股票表现被视为与美联储的下一步利率决策紧密相关 其部分业务受益于数据中心建设等结构性增长 但其他客户又急需低利率环境 因此公司前景受制于货币政策[2] 行业表现与分化 - 材料板块年内整体上涨约9% 但内部存在巨大差异[1] - 陶氏和利安德巴塞尔等化工公司股价下跌超过40%[1] - 纽柯和钢铁动力等公司股价则上涨了40%[1] - 常规金属价格普遍在关税帮助下上涨 但许多农产品和化工类股票表现非常糟糕[1] 公司业务概况 - 纽柯公司从事钢铁及钢铁产品制造 包括板材、厚板、棒材和结构钢[2] - 公司还为建筑、制造和能源应用生产原材料、金属产品和工业气体[2] - 公司拥有大型数据中心相关的钢铁业务[2] 增长驱动因素与市场环境 - 数据中心建设商可能拥有不依赖于整体经济健康状况的结构性增长[2] - 关税和制造业回流趋势可能使某些股票受益[2] - 公司部分客户迫切需要更低的利率[2]

Key Points There are a number of key health services Medicare will not pay for. One of the most expensive ones you might encounter may be long-term care. It's important to have a plan in place for long-term care so your finances aren't completely upended. The $23,760 Social Security bonus most retirees completely overlook › Many seniors look forward to turning 65 because that's when Medicare eligibility generally begins. In fact, some people specifically wait that long to retire because they nee ...

These three cryptocurrencies provide the optimal mix of upside potential and downside protection in 2026.Heading into 2026, crypto investors have plenty of reasons to be nervous. Across the board, top cryptocurrencies are down anywhere from 10% to 50% for the year.With that in mind, I've put together a list of three cryptocurrencies that should hold up best in 2026. In a best-case scenario, these cryptocurrencies could absolutely soar in value next year, driven by strong underlying fundamentals. 1. BitcoinM ...

Sanofi (NASDAQ:SNY) is one of the Best Affordable Stocks to Buy According to Analysts. On December 24, Sanofi (NASDAQ:SNY) announced entering into a definitive agreement to acquire Dynavax Technologies Corporation (NASDAQ:DVAX), a company that has a marketed hepatitis B vaccine and a differentiated shingles vaccine candidate. Management noted that the acquisition aligns with the company’s strategy by expanding its presence in adult immunization through Dynavax’s candidates. Moreover, HEPLISAV-B is the on ...

PVH Corp. (NYSE:PVH) is one of the Best Affordable Stocks to Buy According to Analysts. PVH Corp. (NYSE:PVH) has fallen more than 21% since its fiscal Q3 2025 earnings release on December 3. However, Wall Street maintains a positive outlook on the stock, with analysts’ 12 month price target reflecting more than 30.6% upside from the current level. Recently, on December 19, Dana Telsey from Telesy Advisory downgraded the stock from Outperform to Market Perform and also lowered the price target from $95 to ...

EOG Resources, Inc. (NYSE:EOG) is one of the Best Affordable Stocks to Buy According to Analysts. On December 19, Gabriele Sorbara from Siebert Williams Shank & Co reiterated a Buy rating on EOG Resources, Inc. (NYSE:EOG) with a $150 price target. Earlier on December 17, analyst Josh Silverstein from UBS also reiterated a Buy rating on the stock and lowered the price target from $144 to $141. The ratings come ahead of the company’s fiscal Q4 2025 earnings release, which is scheduled for February 27. Wall ...

LKQ Corporation (NASDAQ:LKQ) is one of the Best Affordable Stocks to Buy According to Analysts. Wall Street maintains a positive opinion on LKQ Corporation (NASDAQ:LKQ) after the company announced the initiation of a potential sale process for its Specialty segment on December 4. After the release, on December 5, John Babcock from Barclays reiterated a Hold rating on the stock with a $33 price target. More recently, on December 10, Jeff Lick from Stephens initiated LKQ Corporation (NASDAQ:LKQ) with a Buy ...

KBR, Inc. (NYSE:KBR) is one of the Best Affordable Stocks to Buy According to Analysts. On December 18, KBR, Inc. (NYSE:KBR) announced securing a seat on multiple indefinite delivery indefinite quantity contracts by the US Naval Supply Systems Command. Management noted that this will allow the company to bid on tasks supporting military operations and humanitarian efforts. The award has a 5-year base period along with an optional 5-year extension and a $20 billion ceiling. Moreover, management also highli ...

Energy Transfer LP (NYSE:ET) is one of the Best Affordable Stocks to Buy According to Analysts. Wall Street maintains a positive outlook on the stock, with analysts’ 12 month price target reflecting more than 34% upside from the current level. Recently, on December 23, Robert Kad from Morgan Stanley reiterated a Hold rating on the stock with a $19 price target. Earlier on December 19, Brandon Bingham from Scotiabank reiterated a Buy rating on Energy Transfer LP (NYSE:ET) but lowered the price target from $ ...