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10月1日 - ** 加拿大运动服装制造商Lululemon Athletica 股价下跌3.5%,报261.75美元
** 摩根士丹利将该股的目标价从326美元下调至314美元
** 称券商的评估表明,对Lululemon中国业务收入的一致预期可能过高
** 指出LULU在中国的高市场份额是其本土化进入方式和在同类运动服饰品牌中的高端定位的结果
** 补充说,李宁、Fila、Xtep、Arc'teryx 等国内品牌在中国运动服装市场的市场份额不断扩大。
** 警告该公司可能会略有不足,或需要重新考虑 2026 年国际业务收入比 2021 年翻两番的目标
** 36 家券商中有 22 家给予该股 "买入 "或更高评级,11 家给予 "持有 "评级,3 家给予 "卖出 "或更低评级;评级中值为 314.50 美元。
** 包括本交易日的走势在内,该股今年以来下跌了约 48
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