热门话题-摩根士丹利因竞争加剧下调联邦快递目标价6月3日 - ** 摩根士丹利将全球快递公司联邦快递($FedEx Corp(FDX-W)$, FDX.N)的目标价从230美元下调至160美元;重申“减持”评级
** 新目标价较该股最近收盘价有约51%的下行空间
** 该券商认为快递行业仍面临结构性逆风,市场正从长途、高利润率的运输转向短途、低成本的配送,且竞争日益激烈
** 报告补充称,亚马逊(AMZN.O)已对包裹递送行业造成颠覆性影响,且随着其向全服务货运物流领域的扩张,对海运及空运公司构成了更大的竞争威胁
** 覆盖该股的29家券商给出的目标价中位数为402美元——数据由LSEG汇编
** 截至上一交易日收盘,该股年内累计涨幅约41%
(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)
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