6月4日,蜜雪集团(02097.HK)股价表现强劲,盘中大涨5.03%,续创历史新高。截至发稿,该股报614港元,成交额突破7000万港元。
多重利好因素推动蜜雪集团股价上涨。首先,高盛近期上调了蜜雪冰城2025至2027年盈利预测2%至3%,反映公司门店扩张速度加快以及中国市场门店商品成交额稳健增长。其次,恒生指数系列季度检讨结果显示,蜜雪集团将被纳入恒生综合指数成份股,变动将于6月9日起生效。市场分析认为,根据港股通纳入要求,蜜雪集团有望符合港股通标准,这将为其带来更多的投资者关注和资金流入。
此外,市场消息称,近期内地外卖平台推出补贴计划,预计将利好即制饮品行业。作为行业龙头,蜜雪集团有望从中受益。在多重利好因素推动下,投资者对蜜雪集团的未来发展前景保持乐观,推动其股价持续走高。
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