从股价急跌到基本面重估:337调查下相关企业需要警惕哪些误读

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美国国际贸易委员会(ITC)对垂直供电系统及相关计算系统启动337调查,立讯精密(HK2475)、工业富联(601138)等企业被卷入。一项尚处立案阶段的专利争议,为什么会迅速成为市场焦点?更重要的问题是:它究竟会影响企业当前业绩,还是先影响投资者对未来订单的定价?答案不能只看股价,也不能把“被调查”直接等同于“订单受损”。截至目前,公开信息显示,立讯精密(HK2475)称涉案产品主要用于数据中心...

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