Schwab Network 对 $NVO 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 2 条
2026-09-21看跌
《Iran & China at Forefront of Trading Week, Critical Metals Rally & NVO Slides》
NVO股价承压,因市场认为其战略计划不够大胆或推进不够快,不过40美元处存在技术支撑。

现在来谈谈Novo,也就是此前的Novo Nordisk。该公司股价今早承压。市场似乎对Novo公布的下一阶段战略计划感到不满。

Now let's talk about Novo, formerly known as Novo Nordisk. The company's shares are under pressure this morning. The market appears to be dissatisfied with the plan revealed by Novo regarding its strategy for the next phase.

显然,他们的减肥药曾需求旺盛,至少在初期阶段是如此。但如今,竞争已经进入这一领域,并抢走了他们的部分市场份额。

It is clear that they saw a large demand for their weight loss drug, at least in its early stages. But now, competition has entered this field and captured part of their market share.

2026-09-11看跌
《Friday's First Moves: RH & KR Earnings Mixed, NVO Downgrade》Morgan Stanley
Morgan Stanley 将 NVO 下调至减持评级,40 美元目标价意味着较当前水平存在下行空间,原因是增长担忧与专利悬崖风险。

好。最后但同样重要的是,我们来看Novo Nordisk。我看到了一次下调评级,以及一个低于当前股价的目标价。

All right. And last but not least, we look at Novo Nordisk. I saw a downgrade and a price target below where we are now.