异动解读|蜜雪集团盘中上涨3.08%,餐饮板块走强叠加低估值修复延续

行情直击
Jul 20

7月20日,蜜雪集团盘中上涨3.08%,报220.6港元/股,成交额3307.94万港元。消息面上,餐饮板块今日整体走强,同业沪上阿姨涨10.84%、美团-W涨4.48%、海底捞涨1.2%,板块联动效应明显。

此前,多家券商对蜜雪集团给出积极评级,华兴证券维持"买入"评级,目标价475.40港元;中银国际首次覆盖给予"增持"评级,看好其下沉市场竞争力及出海布局。公司此前宣布投入10亿元补贴加盟商升级现磨咖啡设备,咖啡业务有望打开第二增长曲线。当前动态市盈率约12倍,处于历史低位区间,估值修复预期持续驱动资金回流。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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