西门子股价一度下跌3.2%，此前Bernstein将这家德国工业巨头的评级从跑赢大盘下调至与大盘一致。

　　分析师Nicholas Green在报告中指出，西门子“近期表现异常强劲”，其长期低于分部估值的折价现象已完全消失。

　　西门子股价此前上涨得益于其在数据中心电气业务的布局、投资组合调整，以及决定将Healthineers持股比例降至少数股权的举措。

　　“对Healthineers业务剥离的预期可能比实际结果更令人振奋”，若未实现完全剥离恐令市场失望。

　　2026财年盈利预期已相当充分。

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责任编辑：王许宁

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