大摩：首予美的集团(00300)“增持”评级目标价92港元

智通财经2025-08-11

智通财经APP获悉，摩根士丹利发布研报称，看好美的集团(00300)双引擎策略，即家庭电器+To-B细分市场，认为公司是一家具备增长潜力的防守型优质企业，加上估值具吸引力，首次覆盖美的H股予“增持”评级，目标价92港元。报告指，美国可能提高关税的下行风险可控。美国大选期间或之后，此类消息可能对股价动力构成压力。但由于美的拥有多元化的全球供应链及强大对客户议价能力，中长期的基本因素应维持不变。尽管...

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大摩：首予美的集团(00300)“增持”评级 目标价92港元

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大摩：首予美的集团(00300)“增持”评级目标价92港元