Oppenheimer 将 ETSY 上调至跑赢大盘，90 美元目标价意味着超过 20% 的上行空间，原因是 AI 搜索格局的转变。
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我们来谈谈 Etsy。现在 Etsy 也获得了上调评级。是的，这些股价因此走高，Etsy 股价上涨，不过其实它们已从高点回落，正如你提到的，我们一直在关注市场的一些疲软。所以 Etsy 现在上涨 3/4 个百分点，就在我们说话时是 1/3 个百分点，半个百分点，它在上下波动。
Let's talk about Etsy. Now Etsy getting an upgrade as well. It is and those shares are moving higher off the back of this Etsy shares up but just well actually they're off the highs as you mentioned we've been watching a little bit of softness in the market.
So Etsy now better by 3/4 of a percent 3rd of a percent as we speak half of a percent it's bouncing around.
这里的分析师是 Oppenheimer。他们将 Etsy 从表现平平上调至跑赢大盘。所以基本上他们看多它。他们设定了 90 美元的目标价。这意味着较昨日收盘水平有超过 20% 的上涨空间。
Analyst call here is Oppenheimer. They've upgraded Etsy to outperform from perform. So essentially they're bullish on it. They've set a $90 price target. That implies more than 20% upside from yesterday's closing levels.
该股今年以来已经是表现更优的一方。Etsy 股价进入今天时已上涨超过 20%。这关乎 AI 及其与 Etsy 的关系。核心在于消费者在网上寻找产品方式的转变。这是 Oppenheimer 的观点。
Shares already have been an outperformer year-to-date. Shares of Etsy came into today more than 20% higher. This is about AI and its relationship with Etsy. This centers on a shift in how consumers are finding products online. That's the view from Oppenheimer.
Oppenheimer表示，购物者正在使用AI工具而非传统的Google搜索来获取推荐和发现商品。因此，Etsy在这一领域一直是赢家。
Oppenheimer says shoppers are using AI tools instead of traditional Google search for recommendations and product discovery. And so Etsy has been a a winner in this space.
6月份，有一半的美国消费者显然在使用AI进行网购。这是Adobe Analytics的一些数据。所以，这再次涉及AI及其与Etsy的关系，他们认为从这里还有上行空间，Nicole。
Half of US consumers are apparently using AI for online shopping in June. This is some Adobe Analytics data there. So again, this is about AI and its relationship with Etsy and they see upside from here Nicole.
就是这样，从74到90是一个很大的变动，那就是上行潜力。
There it is and 74 to 90 is a big move, that upside potential.
这个频道对 $ETSY 的历次判断
Schwab Network 在这只股票上只有这一条判断。