异动解读|荷兰兄弟盘中上涨5.1%,多家投行力挺称竞争担忧被夸大

行情直击
May 27

5月27日,荷兰兄弟盘中上涨5.1%,报56.22美元/股,成交额4103.81万美元。

消息面上,奥本海默与加拿大皇家银行近期相继发布研报力挺荷兰兄弟,认为市场对其竞争压力的担忧被过度放大。奥本海默重申"跑赢大市"评级及72美元目标价,指出公司无与伦比的人才文化构成重大竞争优势,食品业务正推动400个基点的销售增长,忠诚度与数字化渠道仍有较大挖掘空间,预计同店销售将超出市场一致预期。加拿大皇家银行亦表示,公司的定制化服务和客户服务模式仍是关键差异化因素。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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