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Raymond James:爱立信(ERIC.US)前景不佳 下调评级至“与大盘持平”

Zhitong Finance ·  Feb 7, 2023 19:38

智通财经APP获悉,Raymond James分析师Simon Leopold发布研报称,将爱立信(ERIC.US)评级由“跑赢大盘”下调至“与大盘持平”,暂未设定目标价。该分析师表示,评级变化主要由于其对观察到的市场趋势的担忧加剧,与苹果的专利许可协议和司法部的规定相关的两个事件未能持续推动爱立信股价上涨所致。其指出,美国运营商的库存吸收将影响爱立信的业绩和投资者情绪。他认为,考虑到该公司的有机增长挑战和利润压力,虽然2023年下半年或有业绩改善的潜力,但这不足以构成推荐该股的理由。

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