野村：韩国造船股估值或在下半年回调

环球市场播报03-20

野村的Eon Hwang表示，韩国造船股的高估值可能会在下半年回调。该分析师在一份报告中写道，在苏伊士运河和霍尔木兹海峡航运受阻的情况下，对赢得更多国防合同和运费上涨的预期可能会在今年上半年支撑估值，但新船价格下跌和中东紧张局势缓解令野村对下半年持谨慎态度。野村将HD现代重工的评级从“中性“下调至“减持“，并将目标价大幅下调33%至350，000韩元。其间接控股公司HD韩国造船海洋的评级也从“买入...

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Hwang表示，韩国造船股的高估值可能会在下半年回调。该分析师在一份报告中写道，在苏伊士运河和霍尔木兹海峡航运受阻的情况下，对赢得更多国防合同和运费上涨的预期可能会在今年上半年支撑估值，但新船价格下跌和中东紧张局势缓解令野村对下半年持谨慎态度。野村将HD现代重工的评级从“中性“下调至“减持“，并将目标价大幅下调33%至350，000韩元。其间接控股公司HD韩国造船海洋的评级也从“买入...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-20/doc-inhrreqv8060080.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2361044865.SGD","symbol_name":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-20/doc-inhrreqv8060080.shtml","article_id":"2620118201","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620118201","pubTimestamp":1773978656,"columns":[],"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"野村的Eon 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Hwang表示，韩国造船股的高估值可能会在下半年回调。该分析师在一份报告中写道，在苏伊士运河和霍尔木兹海峡航运受阻的情况下，对赢得更多国防合同和运费上涨的预期可能会在今年上半年支撑估值，但新船价格下跌和中东紧张局势缓解令野村对下半年持谨慎态度。野村将HD现代重工的评级从“中性“下调至“减持“，并将目标价大幅下调33%至350，000韩元。其间接控股公司HD韩国造船海洋的评级也从“买入“下调至“中性“，目标价被下调33%至410，000韩元。HD现代重工股价下跌0.7%，报563，000韩元；HD韩国造船海洋股价下跌1.6%，报407，000韩元。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王永生","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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