智通财经APP获悉，微创医疗(00853)跌超4%，截至发稿，跌4.41%，报4.77港元，成交额982.4万港元。
消息面上，摩根士丹利发布研报称，下调微创医疗2027-2030年的每股盈测5-9%，以反映在持续的定价压力下，对2027-30年的增长和利润率假设较为保守，并相应地将SOTP估值中各业务部门的折让率由10-11%调高至11-13.5%。因此，大摩下调微创医疗目标价14%，由7.4港元降至6.4港元。维持“与大市同步”评级。
报告指出，近期微创医疗销售额预测的降低被研发和营运开支的加速下降所抵销，该行预测集团2026年的收支平衡维持不变，2024-2026年的每股盈测分别调整，2024及2025年上调6.1%及0.4%，2026年调低7.1%。
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