美国多行业：财报发布后主要投资者争议话题；2025 年第二季度问题与催化剂
2025-05-22 15:48
更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Equity Research 18 May 2025 U.S. Multi-Industry Main investor topics of debate post-earnings; Questions & Catalysts for 2Q25 We think FTV, LII, PNR, SWK offer the most room to 'talk up' the outlook / trends they are seeing in the coming weeks vs what we heard at Q1 earnings, with FTV having the biggest Q2 'catalyst' per the CMD / split. For our detailed thoughts on the sector post-earnings, please see our report. • We retain a Neutral industry view. After last month's rally, ...