智通财经APP获悉，大和发布研报称，提及美国宣布对大多数存在贸易逆差的国家实施较预期更高的报复性关税，包括对越南及柬埔寨分别实施46%及49%的报复性关税，而这两个国家是申洲国际(02313)所有海外业务的基地，将2025至2027财年的每股盈利预测下调2%至5%，目标价由92港元下调至90港元，维持“买入”评级。
大和提及，大多数主要中国原始设备制造商在上周四(3日)的股价下跌13%至23%，但认为申洲国际的股价下跌可能是受累于过度卖出，因为该公司2024财年仅有16%的收入来自美国，远低于上市同业。
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