中银国际发表报告指,虽然投资者可能已经预期申洲国际(02313.HK) 2026年上半年净利润将按年下降 40%,与公司8月7日发布的盈利预警一致,但该行认为,在实际业绩及未来展望公布后,投资者可能会变得更加谨慎。除了汇率波动外,该行认为市场主要关注两方面:一是核心客户,尤其是耐克及彪马的需求;二是申洲应对多项成本压力的能力。该行预计2026年下半年汇率及订单情况可能出现一定环比改善,但盈利能见度...
Source Link中银国际发表报告指,虽然投资者可能已经预期申洲国际(02313.HK) 2026年上半年净利润将按年下降 40%,与公司8月7日发布的盈利预警一致,但该行认为,在实际业绩及未来展望公布后,投资者可能会变得更加谨慎。除了汇率波动外,该行认为市场主要关注两方面:一是核心客户,尤其是耐克及彪马的需求;二是申洲应对多项成本压力的能力。该行预计2026年下半年汇率及订单情况可能出现一定环比改善,但盈利能见度...
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