新秀丽 首季收入处于指引下限，同比下降4.5%，经调整净利润逊于预期。尽管管理层重申第一季是季节性最疲弱季度，EBITDA 利润率或在次季改善，但首季营运去杠杆化对利润率影响超预期，即便无重大直接关税影响，这也是个警号。因宏观不确定因素，行李箱采购常最先被延迟，短期内新秀丽股价或仍受压，集团延迟美国第二上市可能性加大。该行下调集团今明两年每股盈测 20 至 26%，将集团评级由“买入”调至“持有”...
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