3月3日 - ** 贝雅将农用设备制造商迪尔公司DE.N、CNH IndustrialCNH.N和爱科公司AGCO.N的评级从 "跑赢大盘 "下调至 "中性"
** 2025 年上半年标志着农业生产的底部,而库存将继续逐步去库存化;但这是目前的共识,并反映在过去 3 个月的股票表现中"--经纪商
** 贝尔德称,由于大宗商品价格仍缺乏牵引力,且农民正在应对有意义的政策不确定性,该行业的不确定性隐现
** 原始设备制造商的利润率可能因关税和钢材价格上涨的冲击而进一步承压--券商
** 标准普尔500工业.SPLRCI指数年内上涨3.3%;2024年上涨15.6
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