杰富瑞：将Roblox(RBLX.N)目标价上调至30美元，维持持有评级

俄乌冲突导致化肥价格史无前例飙升，并引发了食品价格飙升和全球供应链危机。美国佛州坦帕氨氮化肥现货价格显示，近期化肥价格从历史高位小幅回落，但价格下降得还不够。巴西大型港口堆积的肥料过剩也表明，在农民开始购买之前，肥料的价格将进一步下降。巴拉那瓜港私人仓库的最大存储容量达到了350万吨，此外VLI Logistics运营的一个码头仓库也已被填满，该码头是桑托斯港两个储存化肥的码头之一。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/240/w1278h562/20220609/0711-5413d7ff8483dc19e711e800840e9bce.jpg","https://n.sinaimg.cn/zhibo/450/w800h450/20220609/771a-25a035caef7ce98256de7edf13ce08ac.jpg"]},"commentid":"live:finance-152-2700539:0","compere_id":0,"creator":"mingyu@staff.sina.com.cn","mender":"mingyu@staff.sina.com.cn","create_time":"2022-06-09 22:52:05","update_time":"2022-06-09 22:52:15","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-06-09\/doc-imizirau7484269.shtml","docid":"mizirau7484269"}","old_live_cid":"0","tag":[{"id":"102","name":"国际"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-06-09/detail-imizirau7484269.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2700538,"zhibo_id":152,"type":0,"rich_text":"【杰富瑞：将Roblox(RBLX.N)目标价上调至30美元，维持持有评级】杰富瑞分析师Andrew Uerkwitz将Roblox(RBLX.N)目标价从24美元上调至30美元，并维持对该股的持有评级。Uerkwitz称，4月可能是净预订量下降的一个底部，但5月也没有出现太大的改善，他继续期待预期的进一步修正。他指出对第二季度到第四季度的预期“远低于”华尔街的预期共识。虽然他认为华尔街的预期需要“继续向下修正”，但鉴于“正在改善的（尽管是波动的）市盈率”，他上调了对该股目标价。