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摩根士丹利:Nutanix等2公司作为2025年电信和网络设备股首选

Securities Times ·  Dec 27, 2024 02:20

转自:证券时报

证券时报网讯,摩根士丹利分析师Meta Marshall在其最新研究报告中,对2025年电信和网络设备板块的投资方向进行了展望。Marshall推荐了两只股票作为2025年的首选,Nutanix是其首选,因为它与企业业务趋势密切相关,拥有良好的增长前景。她认为企业市场是超越大盘表现的最佳机会,Nutanix的估值合理,且存在积极的预期修正空间,并能从VMware手中抢占市场份额。她将Nutanix的目标价上调7美元至85美元。

Arista Networks也是一家受益于人工智能并正在抢占市场份额的公司。其股价在2024年上涨了近95%。Marshall将其目标价从102.50美元上调至118美元。

校对:赵燕

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