近日,摩根大通对我国家电行业三大巨头的评级及目标价做出调整,引发市场广泛关注。其中,美的集团 A 股评级被调至中性,摩根大通给出的目标价为 69 元人民币,这意味着其股价较当前水平有 9.7% 的下行预期;格力电器同样未能幸免,评级降至中性,目标价位 44 元人民币,预示着约 5.2% 的下跌空间;而海尔智家 A 股评级虽也调整至中性,但与之不同的是,目标价 30 元人民币反倒有 5.6% 的上升...
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