东莞证券04月29日发布研报称,给予美的集团(000333.SZ,最新价:73.62元)增持评级。评级理由主要包括:1)毛利率同比有所下降,净利率同比有所提升;2)持续拓展全球化产能布局和自有品牌研发投入应对贸易风险;3)持续推动数智驱动战略。风险提示:原材料价格波动风险,海外市场经营风险,汇率波动风险,贸易摩擦风险等。 AI点评:美的集团近一个月获得10份券商研报关注,买入7家,平均目标价为...
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