摩根士丹利发表研报指，基于国泰航空扭亏为盈，相应将太古股份公司2025至2027年每股盈利预测上调6%、4%及3%，但考虑到全球贸易摩擦加剧，预期国泰利润率或见顶，对太古的利润复苏利好推动亦暂告一段落。大摩估计太古2025年派息将增长4%，全年预测股息回报降至5%，低于同业平均水平，虽然估值水平仍具吸引力，但由于短期内缺乏股价催化剂，因此将投资评级从“增持”下调至“与大市同步”，目标价亦从75港元降至71港元。
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