金吾财讯 | Best Buy（BBY）周二早盘股价上行，投行Truist Securities将该股评级由“持有”上调至“买入”。分析师斯科特奇卡雷利参考卡片消费数据，指出公司第二季度经营呈现积极态势，预计二季度向好趋势将延续，带动下半年业绩预期修复。分析师认为，若公司二季度可比销售达到2.5%区间水平，股价有望迎来显著上涨。需求端改善来自多方面因素，包括家电替换更新需求、家电交付环节内部运营优化，以及AI可穿戴设备等新兴产品周期带来增量。消费市场AI产品普及，也被视作BestBuy中长期的增长驱动。Truist将目标价由81美元上调至95美元，目标价对应公司未来12个月每股收益预估的14倍。行情层面，BestBuy上午10点时段上涨2.6%，年初至今累计涨幅超25%。市场后续将重点关注公司二季度可比销售数据，验证零售需求以及AI硬件品类的实际拉动效果。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.