BUZZ-摩根士丹利将CDW评级上调至“增持”,受强劲服务器需求推动,CDW股价上涨

路透中文
Jun 23
BUZZ-<a href="https://laohu8.com/S/MS">摩根士丹利</a>将<a href="https://laohu8.com/S/BXE.SI">CDW</a>评级上调至“增持”,受强劲服务器需求推动,CDW股价上涨

6月23日 - ** IT解决方案提供商CDW(CDW.O)股价在盘前交易中上涨约4%,至128.54美元

** 摩根士丹利将该股评级从“中性”上调至“增持”,目标价从142美元上调至170美元

** 新目标价较该股上一交易日收盘价暗示有37.6%的上行空间

** 该券商认为市场低估了2026年和2027年服务器营收的增长潜力

** 摩根士丹利指出,CDW超过20%的营收来自服务器、存储和网络业务,这些领域的需求趋势强于我们此前建模的预期

** 12位分析师的平均评级为“买入”;其目标价中位数为147美元——数据由LSEG汇总

** 截至最新收盘,该股今年以来累计下跌9.3%

(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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