德意志银行下调多家欧洲奢侈品公司的目标价,该板块今年迄今已下跌15%-25%,中东冲突冲击本已疲软的第一季度销售前景。其中,该行对LVMH的目标价降幅最大,从705欧元降至620欧元,仍维持“买入”评级;爱马仕的目标价从2,360欧元下调至2,320欧元,维持“买入”评级;Burberry的目标价从1,550便士下调至1,480便士,同样维持“买入”评级;Moncler的目标价从57欧元下调至55欧元,开云集团的目标价从295欧元下调至290欧元,两者均维持“持有”评级。
德意志银行下调多家欧洲奢侈品公司的目标价,该板块今年迄今已下跌15%-25%,中东冲突冲击本已疲软的第一季度销售前景。其中,该行对LVMH的目标价降幅最大,从705欧元降至620欧元,仍维持“买入”评级;爱马仕的目标价从2,360欧元下调至2,320欧元,维持“买入”评级;Burberry的目标价从1,550便士下调至1,480便士,同样维持“买入”评级;Moncler的目标价从57欧元下调至55欧元,开云集团的目标价从295欧元下调至290欧元,两者均维持“持有”评级。
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