瑞银在三年多来首次将奢侈品行业评级上调至"超配",标志着该机构对这一长期承压板块态度的重大转变。 瑞银分析师Andrew Garthwaite在2026年展望报告中,上调奢侈品行业评级至“超配”,主要原因在于基本面改善、估值支撑以及宏观利好因素的增强。 分析师认为,高收入消费者将受益于股市、加密货币、贵金属和房价上涨带来的财富效应,美国市场的财富增长尤其可能对奢侈品销售产生显著提振作用。 瑞银预计...
Source Link瑞银在三年多来首次将奢侈品行业评级上调至"超配",标志着该机构对这一长期承压板块态度的重大转变。 瑞银分析师Andrew Garthwaite在2026年展望报告中,上调奢侈品行业评级至“超配”,主要原因在于基本面改善、估值支撑以及宏观利好因素的增强。 分析师认为,高收入消费者将受益于股市、加密货币、贵金属和房价上涨带来的财富效应,美国市场的财富增长尤其可能对奢侈品销售产生显著提振作用。 瑞银预计...
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