BUZZ-GS 称 EssilorLuxottica 可把握 "可穿戴设备 "机遇,上调预期利润率

Reuters
30 Sep 2024

((自动化翻译由路透提供,请见免责声明 ))

9月30日 - ** 高盛(Goldman Sachs)认为可穿戴设备为眼镜制造商带来了框架式追加销售的机会,技术和价格的改进有望推动更广泛的应用。

** 高盛预计依视路 ("买入") 将成为智能眼镜价值链的关键部分,这得益于其全球眼保健分销和广泛的品牌组合。

** 基于营收预期上调、利润率提高和可穿戴设备的预期增长,GS 将依视路Luxottica 的PT 上调近 22% 至 250 欧元($279.60)

** 科技公司越来越重视这一机遇,并认识到 ESLX 将发挥的作用,最近媒体报导 Meta (link) 和 Alphabet 可能持有 ESLX 少数股权就是证明。

** 但该报告指出,与其他人工智能模型所有者和更广泛的科技公司相比,依视路公司在硬件和软件专业技术方面仍然落后。

** 在 20 位覆盖 EssilorLuxottica 的分析师中,16 位将其评为 "买入",8 位评为 "持有"。

(1 美元 = 0.8941 欧元)

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