晨会焦点

中国国际金融股...03-28

SHARKNINJA(SN.US)：首次覆盖跑赢行业受益全球化整合，欧美小家电份额快速提升首次覆盖SHARKNINJA（SN）给予跑赢行业评级，目标价70.57 美元，基于相对估值法，对应2024 年20 倍市盈率。1）受益全球化，欧美份额快速提升。公司自2017 年深度整合中国产业链技术优势，成长性明显优于仅整合中国产业链成本优势的竞争对手。2）成功的品类扩张，截至2023 年，公司共有31 ...

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