摩根大通发表报告,指与创科实业(00669.HK) 管理层于上周四(15日)会晤后更新了对其估值模型。尽管市场对关税影响及美国贸易政策波动引发的需求不确定性存在担忧,创科本年至今仍展现出业务韧性。旗下Milwaukee品牌2025年上半年销售增长强劲,料实现低双位数增速,但DIY/消费级工具业务面临压力,故该行小幅下调收入预测约2%,同时维持利润率预期不变。当前行业正体现定价能力,创科与SWK(...
Source Link摩根大通发表报告,指与创科实业(00669.HK) 管理层于上周四(15日)会晤后更新了对其估值模型。尽管市场对关税影响及美国贸易政策波动引发的需求不确定性存在担忧,创科本年至今仍展现出业务韧性。旗下Milwaukee品牌2025年上半年销售增长强劲,料实现低双位数增速,但DIY/消费级工具业务面临压力,故该行小幅下调收入预测约2%,同时维持利润率预期不变。当前行业正体现定价能力,创科与SWK(...
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