交银国际研究 行业更新 李柳晓, PhD, CFA joyce.li@bocomgroup.com (86) 21 6065 3601 估值概要 | 公司名称 | 股票代码 | 评级 | 目标价 | 收盘价 | | -----每股盈利----- | ----市盈率---- | | | ----市账率---- 股息率 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | FY25E | | | FY26E FY25E FY26E FY25E FY26E | | | FY25E | | | | | | (当地货币) (当地货币) (报表货币) (报表货币) | | | (倍) | (倍) | (倍) | (倍) | (%) | | 宁德时代 | 300750 CH | 买入 | 314.11 | 224.00 | 14.358 | 15.517 | 15.6 | 14.4 | 3.33 | 2.82 | NA | | 亿纬锂能 | 300014 CH | 买入 | 56.51 | 41.3 ...

7 April 2025 | 4:08PM EDT Americas Technology: Hardware Reducing estimates on tariff impacts: AAPL, DELL, HPQ, HPE, SMCI Following the announcement of reciprocal tariff policies on April 2nd, 2025, we lower estimates and/or target prices for AAPL, HPQ, DELL, SMCI, and HPE due to supply chain exposure in affected regions. We reduce estimates for AAPL, HPQ, DELL, and HPE to better reflect the net impact of the US reciprocal tariffs through lower margins and lower revenue. In the near-term, we expect these cos ...

Ford Motor Co (NYSE:F) is under pressure this morning, last seen down 2.7% to trade at $8.46 ahead of the open, as automaker stocks broadly retreat following the implementation of new U.S. tariffs targeting dozens of countries. Adding to the headwinds, Bernstein downgraded F to "underperform" from "market perform," citing weakening consumer confidence and the timing of the tariffs, which it believes could “significantly affects Ford.” On the charts, Ford stock is on track to breach the $8.50 level for the f ...

FitLife Brands (FTLF) Q4 2024 Earnings Call March 27, 2025 04:30 PM ET Company Participants Dayton Judd - Chairman & CEOSamir Patel - Founder & Portfolio ManagerJames Bogin - Portfolio ManagerIgor Novgorodtsev - Principal Conference Call Participants Ryan Meyers - Senior Research AnalystSean McGowan - MD & Senior Research Analyst Operator Good day, everyone, and welcome to the FitLife Brands Fourth Quarter twenty twenty four Financial Results. At this time, all participants have been placed on a listen only ...

欢迎加入交易理想国知识星球 文 | 南华黑色投研团队 来源 | 南华点金 编辑 | 杨兰 审核 | 浦电路交易员 01 调研核心内容总结 4)认为9.24以后国内宏观已经转向 看空理由： 1.建材需求：目前，地产项目大多处于未开工状态，基建项目虽有部分开工，但现场施工人 员稀少，据反馈，原本三班倒的作业模式已缩减为一班倒，终端需求表现疲软，主因项目资 金较为紧张，后续还需跟踪资金到位情况。 2.工业材需求：乐从工业材需求好于去年同期，库存稳健去化，不仅有抢出口的效用，内需 也表现较好，家电、工程设备、船板需求都比较好。 3. 反倾销和关税影响：目前，关税对钢材需求的影响尚未显现，预计在 4 - 5 月才会逐步呈 现。在直接出口领域，华南地区的钢厂出口 2 米卷，近期接单状况良好，产成品端截至 3 - 4 月中旬的订单暂无问题。不过，据市场反馈，汽车和家电板块在 5 月的接单已显露出走 弱趋势，出口企业也表示询单积极性有所降低，另外前期抢出口或对后续需求有前置效应。 4.市场心态：市场综合情绪表现为中性偏空，但也都不看大跌，其中建材和工业材贸易商心 态有所分化，建材贸易商普遍较为悲观，工业材贸易商偏乐观些。 其 ...

以下文章来源于金十数据 ，作者金十数据 金十数据 . 金十数据官方服务号。汇聚金融投资行业的各类数据和资讯，数据资讯快、准、全。 来源 | 金十数据 经济学家预测，在1月份大幅上涨之后， 美国上个月的通胀可能仍处于高位 ，这将进一步证明 美联储在抑制物价方面的进展已经停滞。 在年初消费者物价指数（CPI）上涨0.5%之后，预计2月份该指数将上涨0.3%，从而使同比增 速从3%放缓至2.9%。根据彭博社对经济学家的调查得出的中位数预测，剔除波动较大的食品 和能源类别的核心CPI预计也将环比上涨0.3%，较前一个月的0.4%小幅放缓，同比增速则从 3.3%降至3.2%。 美国通胀预计保持顽固 在食品等商品价格上涨的推动下，如果CPI的读数强劲，这将进一步加剧人们对通胀居高不下 而经济增长却在放缓的担忧，也就是可怕的滞胀。 由于特朗普引起的贸易战对经济造成的影响 存在不确定性，本周股市大幅下跌。 巴克莱私人银行的首席市场策略师朱利安·拉法格（Julien Lafargue）表示："这可能是一种 双 输 的局面。高于预期的数据可能会助长滞胀的说法，而低于预期的数据可能会加深人们对经济 衰退的担忧。" 商 品 和 服 ...

Clarus (CLAR) Q4 2024 Earnings Call March 06, 2025 05:00 PM ET Company Participants Matthew Berkowitz - Managing DirectorWarren Kanders - Executive ChairmanMichael J. Yates - Chief Financial OfficerMathew Hayward - Managing Director of Clarus Adventure SegmentMcNeil Fiske - President of Black Diamond EquipmentPeter McGoldrick - Equity Research Associate Conference Call Participants Anna Glaessgen - Senior Analyst, ConsumerMatthew Koranda - MD & Senior Research AnalystLaurent Vasilescu - Managing Director & ...

Rocky Brands, Inc. (NASDAQ:RCKY) Q4 2024 Earnings Conference Call February 25, 2025 4:30 PM ET Company Participants Brendon Frey - IR, ICR Jason Brooks - CEO Tom Robertson - COO & CFO Conference Call Participants Jonathan Komp - Baird Ethan Saghi - BTIG Operator Good afternoon, ladies and gentlemen, and thank you for standing by. Welcome to the Rocky Brands Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a qu ...