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11月15日 - ** 花旗集团将迪尔公司 的预测值从420美元下调至410美元,将爱科公司 的预测值从100美元下调至95美元,将CNH工业公司 的预测值从15美元下调至13美元。
** 我们全面下调了预期,其中最显著的是下调了 2025 年的预期,因为谷物价格前景和经销商库存情况在今年将面临挑战。
** 称农民对设备支出的胃口将受到谷物价格预期下降的影响
** 补充说,农业设备制造商预计,至少到 2025 年上半年,零售需求都将不足
** 截至上次收盘,标准普尔 500 农业和农用机械子指数年累计下跌 1.3
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