德银:维持震坤行 “买入”评级和目标价4.5美元,看好下半年业绩,对长期增长潜力保持积极态度

格隆汇
28 May

德意志银行发布对震坤行(ZKH.US)下半年业绩持乐观预期的前瞻报告,并维持其“买入”评级,目标价保持在4.5美元。报告指出,公司2025年第一季度业绩符合预期,GMV增速预计将呈逐季加快趋势。受益于中国MRO采购服务市场持续的数字化转型,德银对震坤行的长期增长潜力维持积极看法。人工智能技术在多个维度为震坤行赋能:其AI智能工作台显著提升了客户服务效率,使一季度客户服务团队人均订单处理量环比增长...

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