塔吉特转型初见成效,但风光能持续多久?

投资观察
Sep 04

0942 ET——瑞银分析师在一份研究报告中指出,过去一年间,投资者对塔吉特的情绪经历了剧烈波动,缘于这家零售巨头的转型战略开始逐步显现成果。分析师称:“连续数个季度实现中个位数的可比销售额增长,已显著扭转了市场叙事。”“讨论的焦点已从质疑企业相关性,转向对其长期盈利潜力的探讨。”然而,放眼未来,塔吉特将在接下来的一年中面临更为严苛的利润率对比基数。投资者需自行权衡:该股是否依旧具备吸引力,抑或已充分反映其价值。

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