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加拿大皇家銀行表示,儘管遭受網路攻擊,史賽克的基本面依然「穩固」。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)週二在一份報告中指出,儘管近期網路安全事件可能限制史賽克(Stryker,股票代號:SYK)2026年業績指引的上行空間,但該公司基本面依然穩健。 該券商引述史賽克競爭對手捷邁生物(Zimmer Biomet,股票代號:ZBH)週二財報電話會議上的發言稱,第一季的網路安全事件似乎並未導致史賽克股價出現任何實質下滑。 報告指出,捷邁高層表示,由於史賽克的網路安全事件導致營運困難,他們並未從中獲益,同時強調了積極的終端市場動態,且宏觀經濟未受到干擾。 該券商表示,骨科市場健康發展,需求穩定,價格穩定,重建市場成長率超過4%,以及醫院在技術平台上的穩健資本支出,為史賽克提供了「有利的背景」。史賽克在網路安全事件後已全面恢復營運。 史賽克公司表示,此次中斷「不太可能」對其2026年的業績展望產生實質影響,該公司預計其有機收入成長率為8%至9.5%。 加拿大皇家銀行資本市場重申了對史賽克的「跑贏大盤」評級,目標價為435美元。 週三,史賽克股價下跌約2%。

Price: $314.80, Change: $-6.63, Percent Change: -2.06%

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