瑞杰金融：迪士尼股价处于“极具吸引力”的入场点

投资观察04-01

雷蒙德·詹姆斯（Raymond James）的分析师们对其迪士尼（Walt Disney）估值模型进行了压力测试，考察了多种不同严重程度的看跌情境。他们指出，即便在某些更为严峻的假设下，这家娱乐巨头的股票估值仍处于历史低位。

分析师的结论是：当前投资者正面临一个以“极具吸引力的估值”投资迪士尼的良机。尽管迪士尼在宏观经济环境波动的背景下运营，且国际游客数量趋势疲软，但分析师们坚信，顺风因素将支撑其2026财年下半年盈利增长。

分析师补充道，他们对新任首席执行官乔什·达马罗（Josh D'Amaro）在技术和互动娱乐领域所展现的热情感到鼓舞，并期待看到他带来的新举措。基于上述分析，雷蒙德·詹姆斯将迪士尼的评级从“与大市持平”上调至“跑赢大市”，目标股价定为115美元。

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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