周三盘中,连锁超市巨头艾伯森(Albertsons)股价大涨5.02%,引发市场关注。本次上涨或与近期分析师对该公司的积极评价有关。
美国银行最新研究报告将艾伯森列为"涡轮股息"股票之一。报告指出,在近期市场波动中,艾伯森表现出较强的抗跌性。富国银行分析师Edward Kelly给予该股"超配"评级,强调艾伯森在当前不确定的经济环境下具有良好的防御性定位。Kelly表示:"纯食品杂货商的关税风险敞口极小,且无需全面涨价。行业基本面正逐步改善,关税可能缓解竞争性定价压力。"
尽管瑞银分析师将艾伯森的目标价从24美元下调至22美元,但仍维持中性评级。值得注意的是,根据FactSet数据,21名分析师中有10人给予"买入"或"强力买入"评级,显示华尔街对艾伯森的前景持谨慎乐观态度。在通胀压力和经济不确定性加剧的背景下,投资者似乎更加青睐艾伯森这类具有防御性特征的消费必需品股票。
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