花旗发表研报指,尽管史丹利百得(SWK.US) 第一季业绩超出预期,但考虑到美国的对等关税,SWK将2025财年经调整每股盈利指引下调14%至4.5美元,主要考虑到美国的对等关税。该行认为这被低估,因为SWK需时12至24个月才能将中国关税降至零,时间超出预期。相比之下,创科实业(00669.HK) 因大多数面向美国业务的产能都位于中国境外,因此应能保持较佳竞争地位。鉴于该公司计划到2025财年...
Source Link花旗发表研报指,尽管史丹利百得(SWK.US) 第一季业绩超出预期,但考虑到美国的对等关税,SWK将2025财年经调整每股盈利指引下调14%至4.5美元,主要考虑到美国的对等关税。该行认为这被低估,因为SWK需时12至24个月才能将中国关税降至零,时间超出预期。相比之下,创科实业(00669.HK) 因大多数面向美国业务的产能都位于中国境外,因此应能保持较佳竞争地位。鉴于该公司计划到2025财年...
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