摩根士丹利：歐洲化工板塊面臨挑戰，這些通縮受益股受青睞

英為財情

2025/07/19

Investing.com - 周一，比利時索爾維公司( Solvay ) (EBR:SOLB)下調了其全年核心盈利指引，成為近日又一家下調展望的歐洲化工企業。該公司在一份聲明中表示，假設2025年下半年匯率保持在當前水平，預計年度息稅折舊攤銷前基本利潤(underlying EBITDA)將在8.8億歐元至9.3億歐元之間。索爾維此前曾預計該數字將在10億歐元至11億歐元區間的下限。 "...

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周一，比利時索爾維公司( Solvay ) (EBR:SOLB)下調了其全年核心盈利指引，成為近日又一家下調展望的歐洲化工企業。\n該公司在一份聲明中表示，假設2025年下半年匯率保持在當前水平，預計年度息稅折舊攤銷前基本利潤(underlying EBITDA)將在8.8億歐元至9.3億歐元之間。\n索爾維此前曾預計該數字將在10億歐元至11億歐元區間的下限。\n\"...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2893164\">網頁鏈接</a>\n\n</div>\n","source":"investing_news","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>摩根士丹利：歐洲化工板塊面臨挑戰，這些通縮受益股受青睞</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摩根士丹利：歐洲化工板塊面臨挑戰，這些通縮受益股受青睞\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英為財情</strong><span class=\"h-time small\">2025-07-19 17:09</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Investing.com - 周一，比利時索爾維公司( Solvay ) (EBR:SOLB)下調了其全年核心盈利指引，成為近日又一家下調展望的歐洲化工企業。\n該公司在一份聲明中表示，假設2025年下半年匯率保持在當前水平，預計年度息稅折舊攤銷前基本利潤(underlying EBITDA)將在8.8億歐元至9.3億歐元之間。\n索爾維此前曾預計該數字將在10億歐元至11億歐元區間的下限。\n\"...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2893164\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://cn.investing.com/news/stock-market-news/article-2893164\">英為財情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0158827781.USD","symbol_name":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2893164","article_id":"2552414694","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2893164","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2552414694","pubTimestamp":1752916140,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - 周一，比利時索爾維公司 下調了其全年核心盈利指引，成為近日又一家下調展望的歐洲化工企業。索爾維此前曾預計該數字將在10億歐元至11億歐元區間的下限。由於關税原因被轉向歐洲的過剩中國化工產品，進一步壓低了該地區的銷售價格和利潤率。另外，摩根士丹利分析師預測，歐洲化工公司在啱啱開始的第二季度財報季將傳遞相對悲觀的信息，理由是關税加劇了持續的供應鏈困境。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4127":"投资银行业与经纪业","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0971096721.USD":"富达环球金融服务 A","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4516":"特朗普概念","LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0795875086.SGD":"JPMorgan Investment Funds - 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