里昂发表研究报告指，由于美国消费疲弱，海尔智家(06690.HK) 的美国市场料将受到对等关税影响。然而，集团在潜在宽免的帮助下，任何美国需求复苏可能会为集团带来市场份额增长。
由于美国经济增长动力减弱，该行将集团2025至27财年的纯利预测下调3%至7%，首予H股目标价27元，并予“跑赢大市”评级。相较A股，该行认为H股有较大上升潜力，因此更看好H股。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-03 16:25。)
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