BUZZ-街景:百思买在行业复兴中寻求创新

Reuters
27 Nov 2024

((自动化翻译由路透提供,请见免责声明 ))

11月27日 - ** 电子零售商百思买(Best Buy) 股价周二下跌9%,原因是该公司下调了年度预期 (link),预计节假日期间的业务将因打折而不温不火。

** 至少有八家券商下调了预测值;29 位分析师的预测值中值为 100 美元

颠簸,但趋势正在改善

** 摩根大通(J.P. Morgan)("增持",PT:115美元) 指出,计算能力的加速发展证明该品类的创新周期正在全面展开,但认为关税将是一种谈判工具,在获得更多澄清之前仍将是一个悬而未决的问题。

** D.A. Davidson("买入") 称,尽管在多个领域表现疲软,但步步高第四季度的强劲开局、笔记本电脑的有利趋势周期以及差异化的会员模式都是积极因素。

** Truist Securities("持有",目标价:95 美元) 指出,人工智能可以提供一个增量杠杆,但自然需求趋势尚未出现拐点。

** Telsey Advisory Group("跑赢大盘",目标价:110 美元) 认为,随着产品更新周期和创新的展开,一旦行业趋于稳定,BBY 的战略和强大的执行力将使其处于有利地位。

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