美银证券发表研究报告指，波司登(03998.HK) 的直营渠道执行力具韧性，加上库存管理及约8%的吸引股息率，因此维持对波司登的正面看法。该行表示，波司登主要受批发发货时间点影响，预计2027财年上半年收入按年持平，纯利则录得低单位数增长，但维持全年盈利预测，并重申“买入”评级，目标价4.6元。该行预计，波司登主品牌批发收入下滑主要是反映管理层刻意放慢出货节奏及增加产品换货灵活性，以应对天气...
Source Link美银证券发表研究报告指，波司登(03998.HK) 的直营渠道执行力具韧性，加上库存管理及约8%的吸引股息率，因此维持对波司登的正面看法。该行表示，波司登主要受批发发货时间点影响，预计2027财年上半年收入按年持平，纯利则录得低单位数增长，但维持全年盈利预测，并重申“买入”评级，目标价4.6元。该行预计，波司登主品牌批发收入下滑主要是反映管理层刻意放慢出货节奏及增加产品换货灵活性，以应对天气...
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