智通财经APP获悉，高盛发布研报称，在基础情境下，新秀丽(01910)将关税相关的成本50%转嫁给消费者，意味今年平均售价上调5%，估计销量将下跌14%，总计今年美国销售额同比下降9%(相对该行先前预测跌1%)。因此，该行预计新秀丽毛利同比跌9,300万美元;毛利率收缩3.4个百分点，转化为集团在2025财年的EBITDA同比下降13%;盈利同比下跌17%。高盛将新秀丽目标价由29港元下调至22港元。
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