-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:在MMM公佈第一季財報後,我們維持其12個月目標價185美元不變,該估值相當於我們2027年每股收益預期9.53美元(高於此前預期的9.26美元)的19.4倍;2026年每股收益預期也從8.63美元上調至工作鑑於該公司獲利品質的提升和投資組合優化舉措,我們認為其目前的估值頗具吸引力。儘管宏觀經濟環境依然高度動態,但我們認為這並非影響股價表現的唯一因素──隨著公司轉型日趨成熟,內部各項措施的執行將成為決定公司績效的核心因素。自動化為推動下一階段的生產力提升提供了重要機遇,我們認為隨著投資逐步見效,這將有利於提升營運利潤率。在成長方面,我們對 MMM 積極拓展資料中心市場的努力感到鼓舞,其「擴展光束光學」技術已在超大規模資料中心中展現出初步的吸引力。我們重申對該股的「強烈買入」評級。
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