自9月中旬创下历史新高以来,汽车地带(AutoZone)股价已下跌逾20%,而奥本海默公司认为当前正是买入时机。分析师布莱恩·纳格尔和安德鲁·查萨诺夫在报告中指出,投资者近期对支出增加及销售增长可能放缓的担忧情绪,实则只是暂时性因素。他们强调:"我们认为该连锁企业近期加大投资支出的举措具有战略性和纪律性,随着成本压力减弱,以及未来几个季度汽车地带持续强化市场份额的信号愈发明确,其股价有望实现显著反弹。"两位分析师同时重申了对该股的"跑赢大盘"评级。截至发稿,汽车地带股价上涨1.6%。
(本文根据市场公开信息整理,不构成投资建议)
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