摩根大通北美股票研究团队每月发布《美国分析师重点关注名单》(AFL),最新快照日期为2026年9月22日。该名单由股票分析师按其覆盖领域挑选,围绕成长、收益、价值与做空四类投资策略给出首选标的,所提供观点针对特定策略,可能与摩根大通的基本面评级不一致;公司投资逻辑、目标价依据及风险详见分析师最新的个股研究报告。报告强调,AFL并非模型组合,每月发布为完全更新版本,将取代此前名单,过往观点不再适用。名单可在月中增删:新增标的时分析师会发布研究笔记说明理由;若估值目标已大体或完全实现、或原逻辑失效,标的可能被移除;若个股被列入研究限制,摩根大通可依适用法律和内部政策无另行通知地将其移出名单。表中业绩为绝对收益及相对标普500的相对收益,总回报不含佣金,历史业绩不代表未来表现。
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