-- 周三，道明证券将BRP公司（DOO.TO）的股票评级从“买入”下调至“持有”。 分析师布莱恩·莫里森将这家加拿大休闲车制造商的目标股价从119美元下调至84美元。 莫里森在给客户的报告中表示：“昨晚，BRP暂停了其2027财年的业绩指引，因为该公司认为，修订后的232条款对钢铁、铝和铜进口征收的关税将使其今年的关税风险增加超过5亿美元，约占其EBITDA的40%。” 这位分析师表示：“我们认为，BRP目前可用的应对措施无法抵消大部分影响，而下一个能够让我们更清楚地了解这一重大不利因素的数据点，将是美墨加协定（USMCA）的重新谈判。” “我们不希望对我们的建议做出过激反应，但发布前我们的预期回报率低于我们设定的门槛，而且此次影响的程度相当显著，修正案的修改前景也难以预料。”
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