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大摩:下调Slack评级至“减持”,市场红利被其他公司所获取

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大摩:下调Slack评级至“减持”,市场红利被其他公司所获取 © Reuters 大摩:下调Slack(WORK.US)评级至“减持”,市场红利被其他公司所获取

智通财经APP获悉,近期,摩根士丹利发布研报将Slack Technologies Inc (NYSE:WORK)的评级从“中性”下调为“减持”,目标价27美元。

大摩称,援引了一项内部调查显示显示,“在竞争日益激烈的环境下,Slack的定位正在减弱”,并表示Zoom Video和Microsoft Teams获得了卫生事件带来的大部分红利。该行称Slack22财年和23财年的营收预期有可能被下调。

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