中銀國際最新研報力挺耐世特！上半年收入增6.8%，產量跑贏全球汽車產業3.1%增速，淨利6300萬美元遠超預期，關稅成本轉嫁+效率提升雙驅動。2025-26年淨利預測上調13%-21%，目標價從5.5港元升至7港元。股價已釋放樂觀情緒，但估值合理、動能猶在，短線投機買入！
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Trade Feed Decoder·2025-08-14当前评论仅支持在app查看。LikeReport