智通财经APP获悉，泉峰控股(02285)涨超6%，截至发稿，涨6.57%，报21.98港元，成交额7126.8万港元。
消息面上，兴证国际发布研报称，看好泉峰控股作为优质出海品牌在本轮美国地产30年大修复和5年库存周期左侧的双重共振机会，仍在2-3年维度看好需求侧提速增长，越南的对美出口产能在明年基本覆盖，带动利润率复苏。公司质地优质，渠道基础深厚，公司有望成为本轮美国地产链需求修复弹性最大的标的之一。
大和近期指出，泉峰近日举行投资者日，提出以高利润EGO品牌核心的发展策略，管理层预料至今年底越南产能可满足60%出口至美国的产品需求，相信有助缓解市场对长期关税影响及竞争的忧虑。大和表示，特朗普政府今年4月公布对等关税措施后已大幅下调泉峰预测，主要由于泉峰在该行评级企业中其中国生产集中度最高。该行将泉峰控股目标价从11港元上调至25港元，以反映泉峰上半年业绩远胜预期，评级升至跑赢大市。
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