Thor surpassed expectations, Tesla raised ratings: CNBC's top three agencies are betting on direction

According to Woofun AI, CNBC's “Half-Day Market Final Trading Report” focuses on changes in the core positions of the three institutions. Raytheon Technology, Tesla, and Nutryon were selected for the 'Last Trade' list due to performance exceeding expectations, rating increases, and earnings expectations respectively.

Blue Line Capital and Bill Baruch, founder of Blue Creek Capital Management, are investing heavily in Thor Technology. The core logic is their strong third-quarter earnings report announced on October 20. Raytheon Technology's revenue for the quarter reached US$24.97 billion, up 11% year over year, significantly higher than analysts' expectations of US$24.08 billion; adjusted earnings per share recorded US$2.26, which greatly exceeded the consensus estimate of US$1.78. Based on this, the company simultaneously raised its annual results and revenue guidelines.

According to data compiled by Woofun AI, improvements in the fundamentals of Thor technology were the key driving force behind its selection.

Bryn Tarkington, managing director of Requisite Capital Management, chose Tesla as the final investment target, and this decision was endorsed by Barclays Bank analyst Dan Levy. Dan Levy raised Tesla's rating from 'balanced' to 'overrated' and raised the target share price from $370 to $450, reflecting the market's optimistic expectations for Tesla's valuation repair.

Joseph M. Terranova, senior director of Virtus Investment Partners, is betting on Newtrine, the key catalyst for the third quarter results scheduled to be announced after the close of trading on Wednesday, November 4. The market expects Nutryon's earnings per share to be 77 cents for the quarter, with revenue of $56.7 billion. Following the implementation of Thor Technology's performance, the agricultural fertilizer sector has once again entered the field of view of mainstream institutions, indicating that capital is rotating from pure growth stocks to traditional industries with definite performance.