《Monday's First Moves: MU Price Target Hike, RBLX Downgrade, RCL Upgrade》Bank of America
BofA 将 RCL 上调至买入，目标价 330 美元，基于 2027E EBITDA 低于 10 倍及约 40% 的利润率。
今天早上我们来谈谈Royal Caribbean以及它的评级上调。是的，美国银行有一份关于Royal Caribbean的利好报告。他们将其评级从“中性”上调至“买入”。
Let's talk about Royal Caribbean this morning and its rating upgrade. Yes, there is a good report from Bank of America about Royal Caribbean. They are upgrading its rating to " buy" from "neutral".
他们维持Royal Caribbean 330美元的目标价。这目前并没有帮助它上涨，但他们预计这里会有更多动能。理由在于估值。我认为这些股票跌得太多了。
They are maintaining their $ 330 target price for Royal Caribbean. That hasn't helped it sail at the moment, but they expect more momentum here. The argument lies in the evaluation. I think the stocks have fallen too much.