Jefferies raises PT on internet stocks, sees AI opening new investment paths

Investing.com01-30

Investing.com -- Jefferies said AI advancements could create fresh investment opportunities beyond hyperscalers, as it highlighted companies like Reddit and Uber (NYSE:UBER) as key beneficiaries. The ...

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The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/jefferies-raises-pt-internet-stocks-174026845.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4214","symbol_name":"汽车零售","start_time":0,"source_url":"https://finance.yahoo.com/news/jefferies-raises-pt-internet-stocks-174026845.html","article_id":"2507659143","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2507659143","pubTimestamp":1738172426,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --Jefferies said AI advancements could create fresh investment opportunities beyond hyperscalers, as it highlighted companies like Reddit and Uber  as key beneficiaries. The brokerage remains most optimistic about Uber, DoorDash , Zillow , and Etsy  for fourth-quarter results, while expressing caution on Airbnb, eBay , and Duolingo .“Recent developments could trigger new ways to play AI in Internet , as agents help evolve performance advertising strategy and cheaper models help increase LLM use cases,” analyst at Jefferies said.Among rating changes, Jefferies raised price targets on CarGurus  to $48 from $45, Carvana  to $225 from $210, and Reddit at $230 from $215, while lowering Lyft’s to $15. It also trimmed Opendoor’s target by 50 cents to $2.50.Jefferies expects Uber’s mobility segment to beat estimates, with potential upside from share repurchases and Waymo partnerships. Reddit is seen benefiting from strong ad growth, while Carvana could gain from wider spreads bet","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4214":"汽车零售","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","CVNA":"Carvana Co.","PSQ":"纳指反向ETF","RDDT":"Reddit","PT":"品钛","UBER":"优步","DUOL":"多邻国","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","Z":"Zillow","BK4536":"外卖概念","ETSY":"Etsy, Inc.","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4220":"综合零售","BK4535":"淡马锡持仓","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF","BK4588":"碎股","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVIW.SI":"NVDA 3xLongSG261006","BK4503":"景林资产持仓","SQQQ":"纳指三倍做空ETF","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4122":"互联网与直销零售","TSYW.SI":"TESLA 3xLongSG261006","USAW.SI":"AMZN 3xLongSG261006","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4230":"旅客陆运","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","ZG":"Zillow Class A","EBAY":"eBay","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4548":"巴美列捷福持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","USJW.SI":"ALPHAB 3xLongSG261006","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4539":"次新股","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc",".IXIC":"NASDAQ Composite","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","CARG":"Cargurus Inc.","QID":"纳指两倍做空ETF"},"translate_title":"杰富瑞提高互联网股票PT，认为人工智能开辟新的投资途径","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ZG":1,"PT":1,"ETSY":1,"EBAY":1,"DUOL":1,"CARG":1,"UBER":1,".IXIC":0.9,"CVNA":0.9,"RDDT":0.9,"Z":0.61,"NVIW.SI":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"TSYW.SI":0.6,"USJW.SI":0.6,"USAW.SI":0.6,"SQQQ":0.6,"TQQQ":0.6,"MNQmain":0.6,"NQmain":0.6},"content_text":"Investing.com -- Jefferies said AI advancements could create fresh investment opportunities beyond hyperscalers, as it highlighted companies like Reddit and Uber (NYSE:UBER) as key beneficiaries. The brokerage remains most optimistic about Uber, DoorDash (NASDAQ:DASH), Zillow (NASDAQ:ZG), and Etsy (NASDAQ:ETSY) for fourth-quarter results, while expressing caution on Airbnb, eBay (NASDAQ:EBAY), and Duolingo (NASDAQ:DUOL).\n“Recent developments could trigger new ways to play AI in Internet (beyond hyperscalers), as agents help evolve performance advertising strategy and cheaper models help increase LLM use cases,” analyst at Jefferies said.\nAmong rating changes, Jefferies raised price targets on CarGurus (NASDAQ:CARG) to $48 from $45, Carvana (NYSE:CVNA) to $225 from $210, and Reddit at $230 from $215, while lowering Lyft’s to $15. It also trimmed Opendoor’s target by 50 cents to $2.50.\nJefferies expects Uber’s mobility segment to beat estimates, with potential upside from share repurchases and Waymo partnerships. Reddit is seen benefiting from strong ad growth, while Carvana could gain from wider spreads between retail and wholesale vehicle prices.\nRelated Articles\nJefferies raises PT on internet stocks, sees AI opening new investment paths\nWarner Bros Discovery gets at least three bids for Polish broadcaster TVN\nCoinbase adds Trump campaign manager, ex-senator to advisory council","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2507659143"}