新秀丽 (1910 HK; 14.78港元; 目标价: 18港元) 短期承压,北美需求有待修复2025Q1公司营收/归母净利润同比-7%/-40%,同时公司指引2Q25营收 (固定汇率) 下滑中个位数,其背后体现了短期有所承压的北美市场对公司整体业绩 带来负面影响。我们认为虽公司营收受全球消费环境压力的影响而有所下滑,但公司仍有望在谨慎的渠道扩张、严格的费用节约下保持相对稳健的盈利能力。从更长维度...
Source Link新秀丽 (1910 HK; 14.78港元; 目标价: 18港元) 短期承压,北美需求有待修复2025Q1公司营收/归母净利润同比-7%/-40%,同时公司指引2Q25营收 (固定汇率) 下滑中个位数,其背后体现了短期有所承压的北美市场对公司整体业绩 带来负面影响。我们认为虽公司营收受全球消费环境压力的影响而有所下滑,但公司仍有望在谨慎的渠道扩张、严格的费用节约下保持相对稳健的盈利能力。从更长维度...
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