[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8eee0f56":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8eee0f56","与亚马逊、YouTube联手有望引爆新一轮增长！德银力挺Sirius-XM(SIRI)：股价还有超50%上涨空间","\u002Fdoc\u002Fdcio8eee0f56","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，德意志银行将Sirius XM(SIRI)股票评级从“持有”上调至“买入”，目标价上调至45美元，为华尔街最高目标价之一，这意味着较周四收盘价仍有51%的上涨空间。该行分析师Bryan Kraft指出，Sirius XM与两家科技巨头达成的、尚未被市场充分重视的合作关系，可能意味着其股价有望在今年大幅上涨之后继续走高。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>德银分析师认为Sirius XM股价存在大幅上涨空间\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bryan Kraft正成为Sirius XM这家卫星广播公司在市场中较为少见的看多者，这种“热情”在华尔街并不常见。在媒体追踪的14位分析师中，目前只有5人建议买入该股;分析师平均目标价约为33美元，意味着11%的上涨空间。Sirius XM股价今年以来已上涨近50%，远高于标普中型股400指数14%的涨幅。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bryan Kraft预计，随着Sirius XM与亚马逊(AMZN)以及谷歌(GOOGL)旗下YouTube建立合作关系，公司增长将开始提速。他表示“目前这只股票的交易价格相对于其内在价值存在相当大的折价，而随着公司转型为一家拥有健康增长率的企业，我们应该会看到估值重估。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>根据汇总数据，Sirius XM在2025年创造了约86亿美元的收入。目前市场共识预计，该公司每年的营收增长率到2029年都将处于低个位数水平，届时销售额预计将达到91亿美元。然而，在这段时期内，市场预计该公司盈利每年都将以接近或达到两位数的速度增长，其中今年的盈利增速预计将达到30%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bryan Kraft看多Sirius XM的核心逻辑，在于该公司正成为YouTube在美国市场独家的音频广告代理商。他估算，这一合作关系到2029年可能为Sirius XM每年带来额外20亿美元的增量收入，同时贡献3.5亿至4亿美元的EBITDA。他表示“仅这一项就足以让Sirius重新成为一家成长型公司。”“你几乎需要退后一步，才能真正意识到这件事有多么重要，因为目前它甚至还没有被计入市场的盈利预期。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bryan Kraft还认为，Sirius XM与亚马逊广告需求方平台的合作扩大，也将成为推动营收增长的顺风因素。Sirius XM以及Pandora与站外业务的广告收入，在2025年占公司总营收的比例超过20%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>目前，Sirius XM股价的预期市盈率约为9倍，比过去10年的平均水平低50%，同时也低于更广泛的标普中型股400指数。后者目前的预期市盈率约为16倍。Bryan Kraft补充称“目前，这只股票的估值倍数反映的是一家没有增长的公司，但随着公司开始兑现这些合作关系带来的机会，我们预计市场将进行估值重估，以反映积极的增长前景。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAMZN\u002FAMZN.jpg","2026-09-04T13:01:26","2026.09.04","2026\u002F09\u002F04",44696,[22],"AMZN","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]