家得寶和勞氏在專業市場的大規模投資值得關注

投資觀察

2025/11/14

0913 ET - 分析師W. Andrew Carter和Hannah Branstetter認為，家得寶和勞氏在專業建築市場的大規模收購值得更多關注。家得寶的SRS部門在其最大的終端市場——屋頂業務中的表現疲軟。「我們認為，此弱點尚未得到充分理解，對於家得寶在複雜專業投資上支出了超20億美元的併購，風險顯著，因為關於業務進展的更新有限、不頻繁且不一致，」分析師表示。同時，分析師指出，勞氏對基礎建築材料的初步指引可能令人失望，並且收購所帶來的重大支出引發了質疑。（nicholas.miller@wsj.com）

（完）道瓊斯新聞社

2025年11月14日 09:13 ET（14:13 GMT）

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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Andrew Carter和Hannah Branstetter認為，家得寶和勞氏在專業建築市場的大規模收購值得更多關注。家得寶的SRS部門在其最大的終端市場——屋頂業務中的表現疲軟。「我們認為，此弱點尚未得到充分理解，對於家得寶在複雜專業投資上支出了超20億美元的併購，風險顯著，因為關於業務進展的更新有限、不頻繁且不一致，」分析師表示。同時，分析師指出，勞氏對基礎建築材料的初步指引可能令人失望，並且收購所帶來的重大支出引發了質疑。（nicholas.miller@wsj.com）</p>\n<p>（完）道瓊斯新聞社</p>\n<p>2025年11月14日 09:13 ET（14:13 GMT）</p>\n<p>版權所有 © 2025 道瓊斯公司</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>家得寶和勞氏在專業市場的大規模投資值得關注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n家得寶和勞氏在專業市場的大規模投資值得關注\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1076224072\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">投資觀察 </p>\n<p class=\"h-time smaller\">2025-11-14 22:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>0913 ET - 分析師W. Andrew Carter和Hannah Branstetter認為，家得寶和勞氏在專業建築市場的大規模收購值得更多關注。家得寶的SRS部門在其最大的終端市場——屋頂業務中的表現疲軟。「我們認為，此弱點尚未得到充分理解，對於家得寶在複雜專業投資上支出了超20億美元的併購，風險顯著，因為關於業務進展的更新有限、不頻繁且不一致，」分析師表示。同時，分析師指出，勞氏對基礎建築材料的初步指引可能令人失望，並且收購所帶來的重大支出引發了質疑。（nicholas.miller@wsj.com）</p>\n<p>（完）道瓊斯新聞社</p>\n<p>2025年11月14日 09:13 ET（14:13 GMT）</p>\n<p>版權所有 © 2025 道瓊斯公司</p>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823411888.USD","symbol_name":"法巴消費創新基金 Cap","start_time":0,"source_url":"","article_id":"1164739937","we_media_id":"1076224072","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1164739937","pubTimestamp":1763129735,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"投資觀察","introduction":"关注海外资本市场一手动态","home_visible":1,"id":"1076224072","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"0913 ET - 分析師W. Andrew Carter和Hannah Branstetter認為，家得寶和勞氏在專業建築市場的大規模收購值得更多關注。家得寶的SRS部門在其最大的終端市場——屋頂業務中的表現疲軟。「我們認為，此弱點尚未得到充分理解，對於家得寶在複雜專業投資上支出了超20億美元的併購，風險顯著，因為關於業務進展的更新有限、不頻繁且不一致，」分析師表示。同時，分析師指出，勞氏對基礎建築材料的初步指引可能令人失望，並且收購所帶來的重大支出引發了質疑。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","BK4588":"碎股","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4550":"红杉资本持仓","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","CFA.SI":"NikkoAM-STC Asia REIT","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","BK4597":"股息贵族","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4532":"文艺复兴科技持仓","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4581":"高盛持仓","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4567":"ESG概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","HD":"家得宝","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4566":"资本集团","BK4083":"家庭装潢零售","LOW":"劳氏","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4504":"桥水持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC"},"translate_title":"Home Depot and Lowe's Massive Investments in Specialty Markets Worth Watching","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CFA.SI":1,"LOW":1,"HD":1},"content_text":"0913 ET - 分析師W. Andrew Carter和Hannah Branstetter認為，家得寶和勞氏在專業建築市場的大規模收購值得更多關注。家得寶的SRS部門在其最大的終端市場——屋頂業務中的表現疲軟。「我們認為，此弱點尚未得到充分理解，對於家得寶在複雜專業投資上支出了超20億美元的併購，風險顯著，因為關於業務進展的更新有限、不頻繁且不一致，」分析師表示。同時，分析師指出，勞氏對基礎建築材料的初步指引可能令人失望，並且收購所帶來的重大支出引發了質疑。（nicholas.miller@wsj.com）\n（完）道瓊斯新聞社\n2025年11月14日 09:13 ET（14:13 GMT）\n版權所有 © 2025 道瓊斯公司","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}