耐世特(01316)今日盘中股价大跌5.14%，引起了市场的关注。
消息面上，瑞银发布研报，虽然维持耐世特“买入”评级，但将目标价从8.6港元下调至7.6港元，降幅约11.6%。同时，管理层指出大宗商品价格上升可能会对盈利增长构成压力，尤其是中国业务，这引发了投资者对该公司短期盈利能力的担忧。
尽管耐世特在线控转向(SbW)项目上进展理想，并预期2026年获得更多订单，但目标价下调和大宗商品压力等负面因素可能在盘中影响了股价表现。
耐世特(01316)今日盘中股价大跌5.14%，引起了市场的关注。
消息面上，瑞银发布研报，虽然维持耐世特“买入”评级，但将目标价从8.6港元下调至7.6港元，降幅约11.6%。同时，管理层指出大宗商品价格上升可能会对盈利增长构成压力，尤其是中国业务，这引发了投资者对该公司短期盈利能力的担忧。
尽管耐世特在线控转向(SbW)项目上进展理想，并预期2026年获得更多订单，但目标价下调和大宗商品压力等负面因素可能在盘中影响了股价表现。
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