看图：奢侈品行业前景黯淡 大摩六年来首次下调LVMH评级至“持股观望”

【看图：奢侈品行业前景黯淡 大摩六年来首次下调LVMH评级至“持股观望”】出于对奢侈品行业需求疲软的担忧，摩根士丹利分析师Edouard Aubin周五将全球最大奢侈品集团LVMH的评级下调至“持股观望”，自2018年1月以来，该分析师一直维持该公司“增持”评级。与此同时，他将目标价从860欧元下调至790欧元。数据显示，尽管Aubin的新目标价仍意味着LVMH的股价在未来12个月内有12%的上行空间，但这远低于842欧元的平均目标价。目前，合计有27位分析师予以LVMH“买入”评级，9位予以“持有”评级，没有“卖出”评级。LVMH股价目前已较4月份的纪录高点下跌了23%，今年以来仅上涨2.5%。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/204/w639h365/20231202/2922-7e9ca8024a214c52769abcf4c93843b4.jpg"]},"commentid":"live:finance-152-3392426:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2023-12-02 00:01:06","update_time":"2023-12-02 00:01:31","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"us","symbol":"ms","key":"u5927u6469"},{"market":"foreign","symbol":"fx_seurusd","key":"u6b27u5143"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-12-02\/doc-imzwpwap7108467.shtml","docid":"mzwpwap7108467"}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"3","name":"公司"},{"id":"6","name":"观点"},{"id":"102","name":"国际"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-12-02/detail-imzwpwap7108467.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3392425,"zhibo_id":152,"type":0,"rich_text":"美联储主席鲍威尔：致力于保持紧缩政策，直至通胀走上2%的轨道；为实现通胀目标，最近的核心通胀进展必须持续；现在猜测政策何时放松还为时过早。