德国工业巨头西门子(Siemens)股价涨幅一度达 2.4%此前瑞银(UBS)上调了对该公司的目标股价理由是其估值具有吸

智通财经
Aug 08, 2025
德国工业巨头西门子(Siemens)股价涨幅一度达 2.4%此前瑞银(UBS)上调了对该公司的目标股价理由是其估值具有吸引力且存在潜在利好因素。由安德烈・库赫宁(Andre Kukhnin)牵头的分析师团队(给予 “买入” 评级)表示尽管近期订单增长有所放缓 “略有令人担忧”但通过运营杠杆西门子仍有进一步提升利润率的空间。分析师们还补充道:“若剥离对西门子医疗(Healthineers)的股权并停止合并报表将大幅降低公司的复杂性并有望消除控股折扣。”瑞银将西门子的目标股价从 240 欧元上调至 255 欧元。(注:自昨日发布业绩报告以来西门子股价已累计上涨逾 5%今年以来的涨幅约为 22%。)。

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