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美股異動 | 惠普盤前跌2.6% 德銀稱收購Poly並不便宜
格隆匯3月31日丨惠普(HPQ.US)盤前跌2.68%,報37.8美元,總市值401億美元。消息面上,惠普宣佈以17以美元將收購音視頻產品廠商Poly。德意志銀行分析師Sidney Ho表示,儘管其對惠普(HPQ.US)投資一個有巨大潛在市場的增長領域感到鼓舞,但收購繽特力(POLY.US)對一家在疫情期間收入難以增長、盈利能力不斷下降的企業來説“並不便宜”,該分析師對惠普維持“持有”評級。Ho稱,繽特力將受益於惠普的供應鏈和有意義的交叉銷售機會,但惠普對繽特力未來三年收入每年增長15%的預期“略顯激進”。大摩將惠普評級下調至低配,予目標價31美元。

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