《大行》摩通:创科(00669.HK)股价疲弱为吸纳机会 关税挑战转化为机遇

阿斯达克财经
Feb 04, 2025

摩根大通发表研究报告指,创科(00669.HK) 昨日(3日)股价下跌4.7%,料属对美国总统特朗普的关税政策之条件反射。关税的复杂性令投资者变得担忧,尤其是因为公司去年上半年收入约75%来自美国市场,但该行认为,公司具韧性的主因是其率先将供应链多元化,搬离内地及其灵活性,令公司可及时作出调整。该行予创科评级为“增持”,目标价135元。考虑到公司资产负债表强劲及主动供应链管理,认为公司已准备好应对...

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