摩根大通在最新研究报告中指出，即使消费者可支配收入增加，百思买的股价仍可能维持区间震荡格局。分析师虽然预期税收刺激政策将带来短期需求提振，但强调该公司正面临"严峻的近期环境"——第二季度将面临Switch 2游戏机发布的高基数对比，十月份还需应对Windows 10系统停止支持带来的冲击。
更值得关注的是，存储芯片市场价格翻倍上涨的趋势，预计将迫使多数PC品牌将新产品定价上调20%-30%。这对计算类产品销售额占比超过35%的百思买而言，无疑构成重大阻力。分析师同时预测，电视和家电产品的销售疲软态势将持续，"房地产市场目前仍处于停滞状态"。
基于上述挑战，摩根大通已将百思买评级从"增持"下调至"中性"。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.