BUZZ-券商观点：家得宝有望在 2025 年因利率和抵押贷款利率下降而复苏

Reuters08-14

((自动化翻译由路透提供，请见免责声明 ))

8月14日 - ** 家得宝周二警告称，由于可自由支配支出疲软抑制了今年消费者情绪复苏的预期，该公司年度利润下降，年度可比销售额降幅更大。

SRS收购也将推动股价上扬

** Piper Sandler("增持"，目标价：387美元) 称，HD 的执行情况良好，毛利率呈现上升趋势，因此 2025 年健康增长的前景依然诱人；并称收购建材供应商 SRS Distribution 将逐步提高销售增长。

** Wedbush("跑赢大盘"，目标价：410 美元) 认为，消费者因预期未来利率会降低而推迟项目，这可能会大幅提高销售额和盈利，而周期很可能在 2025 年出现转折。

** TD Cowen("买入"，目标价：420 美元) 表示，指导性目标的下调幅度大于预期，但也比较保守，尤其是在下限方面；还表示看好 SRS 的收购，并预计下半年 HD 的基本毛利率将有强劲改善

** Morningstar(公允价值：270 美元) 表示，预计美国联邦储备理事会(美联储/FED)的潜在降息不会立即刺激需求，并认为大额支出将在 2025 年恢复增长。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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