加拿大丰业银行将亚马逊目标价从300美元下调至275美元。 来源：滚动播报 ...

格隆汇2月3日｜加拿大丰业银行将甲骨文公司目标价从260美元下调至220美元。 ...

丰业银行将南方铜业的目标价从92美元上调至125美元，仍维持"跑输大市"评级。(格隆汇) ...

丰业银行将云安全公司Datadog的目标价从217美元下调至180美元，以反映该公司在OpenAI方面的营收 风险，维持"跑赢大市"评级。(格隆汇) ...

Core Viewpoint - Concerns are rising on Wall Street regarding the potential withdrawal of European investors from the U.S. stock market due to Trump's hostile rhetoric towards Europe, which could impact the largest buyer group of U.S. equities [1] Group 1: Investor Sentiment - European investors are increasingly seeking to diversify their exposure to U.S. equities, with a notable acceleration in this trend observed recently [1] - The trend of European investors wanting to reduce their U.S. stock holdings began in April 2025 but has intensified in the current week [1] Group 2: Market Impact - European investors hold approximately $10.4 trillion in U.S. equities, with over half of this amount held by investors from eight countries threatened by Trump's proposed tariffs [1] - European investors account for 49% of the total foreign ownership of U.S. stocks, indicating a significant potential impact on the market if they decide to sell [1] Group 3: Advisory Trends - Fund managers across Europe, from London to Berlin to Madrid, are receiving increasing inquiries from clients about reducing their U.S. asset holdings due to ongoing threats and insults from Trump [1]

Group 1 - The core viewpoint of the article is that Canadian Imperial Bank of Commerce has raised the target price for Amazon (AMZN.US) from $275 to $300 [1] Group 2 - The adjustment in target price reflects a positive outlook on Amazon's performance [1] - The new target price indicates a potential upside for investors considering Amazon's stock [1] - This change may influence investor sentiment and trading activity related to Amazon shares [1]

Core Viewpoint - Two brothers, Michael and George Doumet, are suing Bank of Nova Scotia for wrongful termination from their stock-analyst positions, claiming unjust treatment and breaches of the bank's personal-trading policy led to their dismissals [1][2][19]. Group 1: Termination Details - The Doumet brothers were terminated after a compliance review revealed Michael Doumet's frequent trading in a small-cap stock and communication with the company's CFO, leading to allegations of policy breaches [3][10]. - Following the firings, three senior compliance employees were also dismissed for failing to escalate trading concerns, indicating a broader issue within the compliance department [4][5]. - The firings occurred swiftly, with both brothers receiving termination letters in separate five-minute meetings with their supervisor [8]. Group 2: Financial Background - Michael Doumet earned approximately C$400,000 (about $290,000) in total compensation in 2023, while George Doumet earned around C$490,000 [7]. - The brothers are seeking a combined C$1.65 million in severance pay and damages in their lawsuit against Scotiabank [9]. Group 3: Compliance and Investigations - The compliance department's internal probe was prompted by a whistleblower complaint, leading to an external investigation by law firm Torys LLP [4][16]. - The Doumet brothers failed to register their wives' trading accounts as related-party investment accounts, which was cited as a violation of the bank's trading policy [17][20]. - Scotiabank has faced increased scrutiny regarding its compliance controls, particularly following a significant anti-money-laundering settlement with US authorities [5].

Group 1 - The core viewpoint of the article is that Canadian Imperial Bank of Commerce has raised the target price for Alphabet (GOOG.O) from $336 to $375 [1] Group 2 - The adjustment in target price reflects a positive outlook on Alphabet's performance and potential growth [1] - The new target price indicates an increase of approximately 11.6% from the previous target [1] - This revision may influence investor sentiment and market perception regarding Alphabet's stock [1]

Group 1 - The target price for Bristol-Myers Squibb has been raised from $53 to $60 by Bank of Nova Scotia [1]

Core Insights - The company is expected to pivot towards growth by 2026, as indicated in the annual report and discussions during the Investor Day [1]. Group 1: Growth Expectations - The company anticipates growth to stem from its international banking business, which is seen as a key differentiator compared to competitors [2].