[Close-up of woman trading stock online on mobile phone] Recent analyst actions on Seeking Alpha reflect a mix of bullish momentum in AI and aerospace infrastructure alongside growing caution over valuation and capital spending. Upgrades for Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) and SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) highlight strong operational execution and multi-year guidance boosts, while downgrades for Meta (META [https://seekingalpha.com/symbol/META]) and Consolidated Edison (ED [https://seekingalpha.com/symbol/ED]) point to cash flow absorption, high infrastructure expenditures, and limited valuation upside. UPGRADES * BROADCOM (AVGO [https://seekingalpha.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。