名创优品 $MNSO 的市值和 $BCH 差不多 阿里巴巴 $BABA 的市值和 $ETH 差不多 谁被低估了？

万般皆是命，一点不由人。

一个去马上去墨西哥城考察的 VC 朋友约我见面聊天，我说见就不见了，人在南美已经嫖到失联。但建议上飞机之前先买好 $PDD 和 $MNSO ，因为你过一两周回去上飞机的时候大概率还是想买这两样，只是到那时候可能就不是这个价了。

#Downgrades - Sep 25, 2024 $EC: JPMorgan Downgrades to Underweight from Neutral - PT $8.50 (from $12) $EXPE: TD Cowen Downgrades to Hold from Buy - PT $150 $F: Morgan Stanley Downgrades to Equalweight from Overweight - PT $12 (from $16) $FOXA: CFRA Downgrades to Sell from Hold - PT $38 $FTRE: Jefferies Downgrades to Hold from Buy - PT $21 (from $25) $GM: Morgan Stanley Downgrades to Underweight from Equalweight - PT $42 (from $47) $GPN: BTIG Downgrades to Neutral from Buy $GPN: Seaport Global Securities Downgrades to Neutral from Buy $HBT: DA Davidson Downgrades to Neutral from Buy - PT $24 (from $26) $MEDP: Jefferies Downgrades to Hold from Buy - PT $345 (from $415) $MGA: Morgan Stanley Downgrades to Equalweight from Overweight $MNSO: DBS Group Downgrades to Hold from Buy - PT $13.30 $MNSO: JPMorgan Downgrades to Neutral from Overweight - PT $15 (from $27) $NOV: Wells Fargo Downgrades to Underweight from Equal Weight - PT $16 (from $20) $OSBC: DA Davidson Downgrades to Neutral from Buy - PT $17 (from $19) $PHIN: Morgan Stanley Downgrades to Equalweight from Overweight $RIVN: Morgan Stanley Downgrades to Equalweight from Overweight - PT $13 (from $16) $SMAR: BMO Capital Downgrades to Market Perform from Outperform - PT $56.50 (from $59) $SMAR: Canaccord Genuity Downgrades to Hold from Buy - PT $56.50 (from $60) $SMAR: Canaccord Genuity Downgrades to Hold from Buy - PT $56.50 (from $60) $SMAR: DA Davidson Downgrades to Neutral from Buy - PT $56.50 (from $55) $SMAR: William Blair Downgrades to Market Perform from Outperform $TSN: Piper Sandler Downgrades to Underweight from Neutral - PT $50 (from $57) $TXT: TD Cowen Downgrades to Hold from Buy - PT $95 (from $103) $UNP: Evercore ISI Downgrades to In Line from Outperform - PT $247 (from $254)

#Downgrades - Sep 24, 2024 $BIDU: HSBC Downgrades to Hold from Buy - PT $100 $COST: Truist Securities Downgrades to Hold from Buy - PT $873 $CTLT: Baird Downgrades to Neutral from Outperform - PT $63.50 $CUBI: Wedbush Downgrades to Neutral from Outperform - PT $53 (from $79) $DOYU: HSBC Downgrades to Hold from Buy - PT $6.60 $DRS: BofA Securities Downgrades to Neutral from Buy - PT $30 (from $26) $EQR: BofA Securities Downgrades to Neutral from Buy - PT $82 (from $78) $ESS: BofA Securities Downgrades to Neutral from Buy - PT $321 (from $307) $FCNCA: Wedbush Downgrades to Neutral from Outperform - PT $2,150 (from $2,450) $FHN: Wedbush Downgrades to Neutral from Outperform - PT $17 (from $20) $INVH: BofA Securities Downgrades to Neutral from Buy - PT $37 (from $39) $KVUE: RBC Capital Downgrades to Sector Perform from Outperform - PT $24 $MCK: Baird Downgrades to Neutral from Outperform - PT $531 (from $603) $MNSO: Jefferies Downgrades to Hold from Buy - PT $14.91 $NTR: Wells Fargo Downgrades to Equal Weight from Overweight - PT $50 (from $62) $NSP: William Blair Downgrades to Market Perform from Outperform $PRGO: Jefferies Downgrades to Hold from Buy - PT $30 (from $50) $REGN: Leerink Partners Downgrades to Market Perform from Outperform - PT $1,077 (from $1,175) $SBUX: Jefferies Downgrades to Underperform from Hold - PT $76 (from $80) $TGI: BofA Securities Downgrades to Underperform from Buy - PT $12 (from $17) $XOM: Redburn-Atlantic Downgrades to Neutral from Buy - PT $120 (from $119)