Tapestry被低估的AI潜力:瑞银分析师看好其技术布局

投资观察
Aug 18

当谈及Coach母公司Tapestry时,投资者的目光似乎总是停留在时尚周期的起伏上,却忽略了更为宏大的AI战略版图——这是瑞银分析师在参加完该公司主办的一场人工智能活动后得出的结论。在一份研究报告中,这些分析师明确指出,Tapestry正借助AI的力量,将消费者洞察、海量数据与深度分析巧妙融合,从而在业务各环节做出更具前瞻性的决策。

值得注意的是,这家时尚巨头并未将技术应用停留在表面。据分析师透露,Tapestry正运用AI优化设计流程,大幅缩短鞋履业务中的模具制作时间——效率提升幅度高达90%。此外,公司还推出了智能礼品助手聊天机器人,这一创新工具显著改善了用户转化率。这些举措不过是其众多AI实践中的冰山一角。

"这场活动堪称独一无二。"分析师们在报告中感叹道,"在我们覆盖的45只股票中,我们有充分信心认为,能够呈现如此精彩演示的公司,绝不会超过两家。"这番话背后,透露出对Tapestry技术实力由衷的认可与赞叹。

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