高盛9月美欧Conviction List加入Vertex、RWE、Adyen和Talanx等标的

Goldman Sachs refreshed its U.S. and European conviction lists for September, adding a raft of new names to its top stock picks heading into the autumn. In the U.S., the bank added Vertex Pharmaceuticals ( VRTX ) while removing Interactive Brokers ( IBKR ), leaving the list at 23 names. Analyst Salveen Richter believes the large-cap biotech is "well-positioned for long-term growth as it executes against potentially up to five, multi-billion dollar opportunities" spanning cystic fibrosis, pain, kidney disease and hematology, with a proposed acquisition of Crinetics ( CRNX ) establishing a fifth pillar in endocrinology, according to an Investing.com report. Other U.S. names on the list include Estée Lauder ( EL ), Wells Fargo ( WFC ), UnitedHealth ( UNH ), Delta Air Lines ( DAL ), ConocoPhillips ( COP ), Microsoft ( MSFT ) and Block ( XYZ ). In Europe, Goldman added RWE (RWE), Adyen ( ADYEY ) and Talanx ( TNXXF ), while removing Enel ( ENLAY ), Wise ( WSE ), Hannover Re and Zalando ( ZLDSF ). On RWE, analyst Alberto Gandolfi expects the stock to re-rate as it shifts "from a power generator to vertically integrated powerhouse," following its acquisition of a majority stake in Amprion, the report said. He sits around 25% ahead of 2031 EPS guidance and consensus, forecasting roughly 17% annual EPS growth to 2031, and raised his price target 6% to a Buy with 27% upside. Goldman said Adyen's technology stack remains a key differentiator, putting the bank 4% to 6% ahead of consensus on EBITDA for 2027 to 2029, while Talanx's retail international division is an underappreciated growth driver.