摩根大通最新报告将工业分销巨头Fastenal的目标股价从38美元调升至41美元。此次调整反映了该机构对Fastenal在工业供应链领域持续增长势头的积极预期。
分析师指出，随着制造业景气度回升，Fastenal在紧固件、安全设备等核心产品线的市场份额持续扩大。其创新的自动售货机(Vending)解决方案和数字化采购平台正加速渗透中小型企业市场，这为利润率提升提供了有力支撑。
值得注意的是，本次目标价上调发生在Fastenal公布二季度财报前夕。市场普遍关注其库存周转效率及新客户获取进展，这些关键指标将验证其应对经济周期波动的能力。目前该股估值处于近三年中枢位置，此次评级调整或将引发新一轮价值重估。
(2025年7月15日 20:24 北京时间)
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