美国假日购物季有望强劲收官 Evercore看好塔吉特(TGT.US)等

智通财经12-24 14:18

智通财经APP获悉，Evercore ISI发布报告称，其最新调查显示美国假日购物季将强劲收官，这促使该公司将增长预测上调至4%，增量主要来自实体店，而非电子商务。

值得注意的是，Evercore战术性看涨塔吉特(TGT.US)，预计其玩具市场份额和家居产品销售将表现出色。百思买(BBY.US)也被认为是假日购物季的赢家，预计到明年1月中旬，重度消费者的份额将大幅增长。

Evercore分析师Greg Melich 认为，投资者的预期似乎已经足够低，因此略微好转的数据将为塔吉特和百思买提供支持。在零售领域，Evercore仍然看好沃尔玛 (WMT.US) 和亚马逊(AMZN.US)，因为它们将实现结构性份额增长和商业模式突破。

尽管美联储暗示将放缓降息步伐，但Evercore ISI的家居装修领先指标仍处于三年高位，该品类的网络流量也在回升。Evercore将宣伟公司(SHW.US)、Wayfair(W.US)和家得宝(HD.US)列为投资者从家居装修支出复苏中获利的最佳选择。

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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href=\"https://laohu8.com/S/BBY\">百思买</a>(BBY.US)也被认为是假日购物季的赢家，预计到明年1月中旬，重度消费者的份额将大幅增长。</p><p>Evercore分析师Greg Melich 认为，投资者的预期似乎已经足够低，因此略微好转的数据将为塔吉特和百思买提供支持。在零售领域，Evercore仍然看好<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a> (WMT.US) 和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)，因为它们将实现结构性份额增长和商业模式突破。</p><p>尽管美联储暗示将放缓降息步伐，但Evercore ISI的家居装修领先指标仍处于三年高位，该品类的网络流量也在回升。Evercore将<a href=\"https://laohu8.com/S/SHW\">宣伟公司</a>(SHW.US)、<a href=\"https://laohu8.com/S/W\">Wayfair</a>(W.US)和<a href=\"https://laohu8.com/S/HD\">家得宝</a>(HD.US)列为投资者从家居装修支出复苏中获利的最佳选择。</p></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.zhitongcaijing.com/content/detail/1228892.html\">智通财经</a> 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