2025-05-19-Jefferies-工业行业未来一周（5月19日-_5月23日）_11页_458kb

The report analyzes the industrial sector, focusing on upcoming data releases, events, and company-specific valuations. Key highlights for the week include a declining Leading Economic Index, softer architecture billings, and mixed manufacturing sentiment in Germany and the Eurozone. Notable events cover investor days for companies like Carrier Global Corporation and Emerson Electric, along with industrial conferences. Company valuations use metrics like EV/EBITDA and PE, with risks ranging from economic conditions to raw material fluctuations. Overall, the sector faces challenges but shows potential for growth in select companies.