瑞银发表研报指,受累于利润下滑,新秀丽去年全年股价累跌约16%,憧憬2024年对收入的不利因素可能消退,商务旅游需求或改善,可带动盈利回升,加上潜在美国第二上市可扩大股东基础,在中期内带来估值重估。瑞银认为,新秀丽具备稳健自由现金流水平,股息有提升空间,预期2025年股价表现将较去年优胜。该行又指,新秀丽自2018年起重整供应链,目前自中国进口商品占其美国销售额不足10%,预期特朗普上场后的关税...
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