TD Cowen认为Levi Strauss仍有超过30%的上涨空间

环球市场播报04-09

TD Cowen在周三的一份报告中表示，Levi Strauss正处于由年轻、时尚前卫消费者推动的有利牛仔周期的早期阶段。　　这家牛仔服饰制造商在周二盘后公布的第一季度营收和利润均超出预期，推动股价上涨11%。　　TD Cowen分析师Oliver Chen称，Levi的美国批发和直接面向消费者的趋势令人鼓舞。　　他在给客户的一份报告中写道：“我们看好Levi在高端牛仔市场的份额领先地位（...

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTD Cowen认为Levi Strauss仍有超过30%的上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-09 03:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-04-09/doc-inhtvrts1223866.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TD Cowen在周三的一份报告中表示，Levi Strauss正处于由年轻、时尚前卫消费者推动的有利牛仔周期的早期阶段。\n　　这家牛仔服饰制造商在周二盘后公布的第一季度营收和利润均超出预期，推动股价上涨11%。\n　　TD Cowen分析师Oliver Chen称，Levi的美国批发和直接面向消费者的趋势令人鼓舞。\n　　他在给客户的一份报告中写道：“我们看好Levi在高端牛仔市场的份额领先地位（...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-09/doc-inhtvrts1223866.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TD","symbol_name":"道明银行","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-09/doc-inhtvrts1223866.shtml","article_id":"2626921236","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2626921236","pubTimestamp":1775675160,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"TD Cowen在周三的一份报告中表示，Levi Strauss正处于由年轻、时尚前卫消费者推动的有利牛仔周期的早期阶段。　　TD Cowen分析师Oliver Chen称，Levi的美国批发和直接面向消费者的趋势令人鼓舞。　　Chen维持对该股的增持评级以及25美元的目标价，这意味着较周二收盘价有近32%的上涨空间。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TD":"道明银行","BK4566":"资本集团","BK4207":"综合性银行","BK4585":"ETF&股票定投概念"},"translate_title":"TD Cowen Sees Levi Strauss Still Has Over 30% Upside","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TD":1.5},"content_text":"TD Cowen在周三的一份报告中表示，Levi Strauss正处于由年轻、时尚前卫消费者推动的有利牛仔周期的早期阶段。\n　　这家牛仔服饰制造商在周二盘后公布的第一季度营收和利润均超出预期，推动股价上涨11%。\n　　TD Cowen分析师Oliver Chen称，Levi的美国批发和直接面向消费者的趋势令人鼓舞。\n　　他在给客户的一份报告中写道：“我们看好Levi在高端牛仔市场的份额领先地位（连续16个季度实现直接面向消费者可比门店正增长）、对营运资本纪律和统一产品线的关注，以及持续的产品和生活方式创新。同时，我们认为通过提高库存效率、优化降价策略以及更深入的忠诚度驱动个性化来提升店内转化率和单笔交易件数，存在增量机会。”\n　　此外，他指出，该股估值仍然具有吸引力，市盈率为全年预期收益的12倍，而三年平均值为13倍。\n　　Chen维持对该股的增持评级以及25美元的目标价，这意味着较周二收盘价有近32%的上涨空间。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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