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加拿大皇家银行表示,尽管遭受网络攻击,史赛克的基本面依然“稳固”。

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-- 加拿大皇家银行资本市场(RBC Capital Markets)周二在一份报告中指出,尽管近期网络安全事件可能限制史赛克(Stryker,股票代码:SYK)2026年业绩指引的上行空间,但该公司基本面依然稳健。 该券商援引史赛克竞争对手捷迈生物(Zimmer Biomet,股票代码:ZBH)周二财报电话会议上的发言称,第一季度的网络安全事件似乎并未导致史赛克股价出现任何实质性下滑。 报告指出,捷迈高管表示,由于史赛克的网络安全事件导致运营困难,他们并未从中获益,同时强调了积极的终端市场动态,且宏观经济未受到干扰。 该券商表示,骨科市场健康发展,需求稳定,价格稳定,重建市场增长率超过4%,以及医院在技术平台上的稳健资本支出,为史赛克提供了“有利的背景”。史赛克在网络安全事件后已全面恢复运营。 史赛克公司表示,此次中断“不太可能”对其2026年的业绩展望产生实质性影响,该公司预计其有机收入增长率为8%至9.5%。 加拿大皇家银行资本市场重申了对史赛克的“跑赢大盘”评级,目标价为435美元。 周三,史赛克股价下跌约2%。

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

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