1323 ET - UBS分析师表示，当前的消费者环境在消费者财务状况良好与消费者信心低迷之间形成了理想的组合，这对折扣零售商来说极为有利。尽管消费者在财务上感到更加安心，但他们对劳动市场和经济走势的担忧也在上升。分析师指出：“美国消费者拥有充裕的财务资源，可以促进强劲增长。然而，美国消费者对未来的担忧很可能促使他们逐步寻求省钱方式。因此，我们预计消费者在今年假季将尤其青睐折扣零售商所提供的性价比价值。”分析师预测，TJX Companies和伯灵顿百货将在这种环境中蓬勃发展，并对这两只股票给予买入评级。相反，他们对柯尔百货和梅西百货则给予卖出评级。
（结束）道琼斯新闻社
2025年11月24日 13:23 ET (18:23 GMT)
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